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MyPlanIQ 401k Investor Sun Microsystems 401(k) Plan

Sun Microsystems 401(k) Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation VBINX Vanguard Balanced Index
Technology DRGTX RCM Technology
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International
Foreign Large Growth FDIKX Fidelity Diversified Intl
US EQUITY
LARGE BLEND LLPFX Longleaf Partners
LARGE VALUE SSHFX Sound Shore Fund
SMALL BLEND NBGEX Neuberger berman Genesis
FIXED INCOME
Intermediate-Term Bond WATFX Western Asset Bond
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Retirement Income VTINX Vanguard Target Retirement Income
Moderate Allocation VBINX Vanguard Balanced Index
Technology DRGTX RCM Technology
ROOT CASH Dwigth Stable Value Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International
Foreign Large Growth FDIKX Fidelity Diversified Intl
US EQUITY
LARGE BLEND LLPFX Longleaf Partners
LARGE VALUE SSHFX Sound Shore Fund
SMALL BLEND NBGEX Neuberger berman Genesis
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH GSTIX Goldman Sachs Strategic Growth
LARGE BLEND VIIIX Vanguard Inst Index Plus
MID-CAP VALUE HWMIX Hotchkiss and Wiley Mid-Cap
Small Growth WFSIX Wells Fargo Small-Cap Growth
Mid-Cap Growth TMGEX Turner Mid-Cap Growth
FIXED INCOME
Intermediate-Term Bond WATFX Western Asset Bond
Total Available Funds: 16
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 5.14%
Moderate Allocation VBINX Vanguard Balanced Index 92% 3 60 0 0.07% 5.81%
Technology DRGTX RCM Technology 58% 3 60 0 1.17% 3.05%
ROOT CASH Dwigth Stable Value Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International 99% 3 60 0 0.52% 1.4%
Foreign Large Growth FDIKX Fidelity Diversified Intl 72% 3 60 0 0.99% 10.79%
US EQUITY
LARGE BLEND LLPFX Longleaf Partners 100% 3 60 0 0.79% 11.93%
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 14.58%
SMALL BLEND NBGEX Neuberger berman Genesis 96% 3 60 0 0.84% 14.29%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
LARGE GROWTH GSTIX Goldman Sachs Strategic Growth 88% 3 60 0 1.03% 86.61%
LARGE BLEND VIIIX Vanguard Inst Index Plus 78% 3 60 0 0.02% 3.05%
MID-CAP VALUE HWMIX Hotchkiss and Wiley Mid-Cap 70% 3 60 0 1.97% 1.59%
Small Growth WFSIX Wells Fargo Small-Cap Growth 0% 3 60 0 NA 5.63%
Mid-Cap Growth TMGEX Turner Mid-Cap Growth 0% 3 60 0 0.93% 0%
FIXED INCOME
Intermediate-Term Bond WATFX Western Asset Bond 77% 3 60 0 0.42% 4.28%
Average Expense Ratio: 0.74%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 10.5% 3.7% 6.0% 6.4% 7.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -4.6% 11.8% 6.3% 9.8% 8.2% 9.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:SUN)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Sun Microsystems (Ticker: JAVA) is one of the pioneers and major computer server and software providers.



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