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MyPlanIQ 401k Investor AUTODESK PRE-TAX SAVINGS PLAN

AUTODESK PRE-TAX SAVINGS PLAN Investment Model Portfolios

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AUTODESK PRE-TAX SAVINGS PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE DODGX Dodge & Cox Stock Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
ROOT CASH Vanguard Prime Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VWIGX Vanguard International Growth Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund Institutional Shares
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America
LARGE GROWTH MTGIX Managers AMG TimesSquare Mid Cap Growth Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares
Total Available Funds: 21
  • 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
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 3.22%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares 90% 1 60 0 0.16% 7.95%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 Fund 80% 1 60 0 0.08% 2.35%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 1 60 0 0.08% 14.93%
ROOT CASH Vanguard Prime Money Market Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 1 60 0 0.39% 17.69%
Foreign Large Blend VWIGX Vanguard International Growth Fund 82% 1 60 0 0.45% 6.78%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 1 60 0 0.26% 11.96%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 1 60 0 0.14% 1.19%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 1 60 0 0.52% 1.38%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund Institutional Shares 88% 1 60 0 1.16% 6.47%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund 85% 1 60 0 1% 18.23%
Small Growth VEXPX Vanguard Explorer Fund 76% 1 60 0 0.45% 7.81%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 1 60 0 0.3% 11.19%
LARGE GROWTH MTGIX Managers AMG TimesSquare Mid Cap Growth Fund 0% 1 60 0 0.8% 110.41%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund 81% 1 60 0 0.12% 3.76%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.9%
Intermediate Government VFIIX Vanguard GNMA Fund Investor Shares 98% 1 60 0 0.11% 3.77%
Average Expense Ratio: 0.32%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.3% 7.1% -0.2% 4.2% 4.9% 6.4%

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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 0.8% 0.1% -4.1% 2.2% 2.7% 4.2%

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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
The plan consists of 21 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.


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