It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor THE SCHERING-PLOUGH PUERTO RICO EMPLOYEES’ RETIREMENT SAVINGS PLAN

THE SCHERING-PLOUGH PUERTO RICO EMPLOYEES’ RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment
Intermediate Government VFITX Vanguard interm -Term
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
ROOT CASH Vanguard Admiral Treasury Money Mkt Fund
ROOT CASH Vanguard Prime Money Mkt Fund
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor
LARGE VALUE VWNDX Vanguard Windsor Fund Investor
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE BLEND VIFSX Plan Sponsor 500 Index Fund Signal
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment
Intermediate Government VFITX Vanguard interm -Term
Total Available Funds: 15
  • 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
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 3 60 0 0.11% 4.32%
Moderate Allocation VWELX Vanguard Wellington Fund 89% 3 60 0 0.17% 11.73%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 3 60 0 0.12% 5.71%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 83% 3 60 0 0.13% 5.55%
ROOT CASH Vanguard Admiral Treasury Money Mkt Fund 0% 1 60 0 NA 2.53%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund 82% 3 60 0 0.45% 6.78%
US EQUITY
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor 99% 3 60 0 0.3% 9.76%
LARGE VALUE VWNDX Vanguard Windsor Fund Investor 97% 3 60 0 0.32% 8.22%
LARGE BLEND VASGX Vanguard LifeStrategy Growth Fund 89% 3 60 0 0.14% 4.48%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 7.81%
LARGE BLEND VIFSX Plan Sponsor 500 Index Fund Signal 0% 3 60 0 0.05% 2.09%
LARGE BLEND VIFSX Vanguard 500 Index Fund Signal 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Short-Term Bond VFSTX Vanguard Short-Term Investment 99% 3 60 0 0.1% 4.6%
Intermediate Government VFITX Vanguard interm -Term 97% 3 60 0 0.2% 3.96%
Average Expense Ratio: 0.21%
Sign up to get fund ranking change alerts

* 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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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% 12.3% 1.9% 5.7% 5.5% 5.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:SGP)
The plan consists of 17 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.