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MyPlanIQ 401k Investor SVB FINANCIAL GROUP 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN

SVB FINANCIAL GROUP 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN Investment Model Portfolios

This Plan is unrated.
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SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund - Investor Class
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund
Short-Term Bond PTLDX PIMCO Low Duration Fund,
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund - Investor Class
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Value Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund
SMALL BLEND ASQIX American Century Small Company Fund
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Fund
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund
Short-Term Bond PTLDX PIMCO Low Duration Fund,
Total Available Funds: 24
  • 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 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 6.89%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 7.52%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 6.78%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 6.51%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 4.99%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.11%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Growth FDIKX Fidelity Diversified International Fund 72% 3 60 0 0.99% 10.64%
US EQUITY
LARGE GROWTH FBGRX Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 2.27%
LARGE VALUE FEQIX Fidelity Equity-Income Fund 98% 3 60 0 0.57% 5.41%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund - Investor Class 79% 3 60 0 0.09% 1.32%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 2.02%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Fund 72% 3 60 0 0.85% 6.39%
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Value Fund 68% 3 60 0 1.91% 8.75%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund 67% 3 60 0 0.82% 14.86%
SMALL BLEND ASQIX American Century Small Company Fund 63% 3 60 0 0.65% 2.83%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Fund 0% 3 60 0 1.28% 36.67%
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income Fund 91% 3 60 0 0.76% 3.52%
Short-Term Bond PTLDX PIMCO Low Duration Fund, 90% 3 60 0 1.05% 4.2%
Average Expense Ratio: 0.71%
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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 to Create Model Portfolio

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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 1.1% 8.1% 1.2% 4.2% 3.2% 4.9%

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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:SIVB)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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