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MyPlanIQ 401k Investor YOUNG and RUBICAM 401K/SAVINGS PLAN

YOUNG and RUBICAM 401K/SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend ARTIX Artisan International Inv
WORLD STOCK TWDAX Templeton World Fund Class Advisor
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
Total Available Funds: 32
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2051+ VTTSX Vanguard Target Retirement 2060
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
ROOT CASH Vanguard Prime Money Mkt Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend ARTIX Artisan International Inv
WORLD STOCK TWDAX Templeton World Fund Class Advisor
WORLD STOCK TEMWX Templeton World A
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Growth Adv
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Total Available Funds: 32
  • 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 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 3 60 0 0.08% 2.78%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 3 60 0 0.08% 3.22%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 80% 3 60 0 0.08% 2.35%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 3 60 0 0.08% 2.36%
Target Date 2051+ VTTSX Vanguard Target Retirement 2060 72% 3 60 0 0.08% 2.32%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 3 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 69% 3 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 3 60 0 0.08% 8.19%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 3 60 0 0.17% 7.48%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 17.69%
Foreign Large Blend ARTIX Artisan International Inv 92% 3 60 0 0.97% 20.5%
WORLD STOCK TWDAX Templeton World Fund Class Advisor 69% 3 60 0 0.81% 14.16%
WORLD STOCK TEMWX Templeton World A 44% 3 60 0 0.81% 13.7%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Ix Inv 16% 3 60 0 0.08% 3.29%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 11.96%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.19%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund Investor Shares 97% 3 60 0 0.06% 1.16%
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund Investor Shares 95% 3 60 0 0.31% 17.92%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.39%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 18.64%
SMALL BLEND OTCFX T. Rowe Price Small-Cap Stock Fund 78% 3 60 0 1.17% 7.45%
Mid-Cap Growth PAMCX T. Rowe Price Mid-Cap Growth Adv 58% 3 60 0 1.29% 6.79%
SMALL BLEND PASSX T. Rowe Price Small-Cap Stock Adv 37% 3 60 0 1.17% 7.6%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund Investor Shares 0% 3 60 0 0.42% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund Investor Shares 100% 3 60 0 0.15% 3.9%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 3 60 0 0.07% 4.41%
Intermediate-Term Bond PTTRX PIMCO Total Return Fund Institutional Class 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.43%
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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 0.3% 8.4% 2.1% 5.4% 4.7% 6.5%

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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 40.8% 64.8% 16.1% 15.4% 11.0% 11.2%

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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 32 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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