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MyPlanIQ 401k Investor UPMC 403(B) RETIREMENT SAVINGS PLAN

UPMC 403(B) RETIREMENT SAVINGS PLAN Investment Model Portfolios

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UPMC 403(B) RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Others
Conservative Allocation FASIX Fidelity Asset Mgr 20%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas
Foreign Large Blend TRIEX CREF Global Fund
Foreign Large Blend VWIGX Vanguard Internation Growth Fund Investor Shares
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
Total Available Funds: 31
Asset Class Ticker Description Rating
Others
Conservative Allocation FASIX Fidelity Asset Mgr 20%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Moderate Allocation VGSTX Vanguard Star Fund
Moderate Allocation FASMX Fidelity Asset Mgr 50%
Moderate Allocation FASGX Fidelity Asset Mgr 70%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund Investor Shares
ROOT CASH Vanguard Prime Money Market Fund
ROOT CASH Fidelity Retirement Money Market
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas
Foreign Large Blend TRIEX CREF Global Fund
Foreign Large Blend VWIGX Vanguard Internation Growth Fund Investor Shares
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH TRIRX CREF Growth Fund
LARGE BLEND TIEIX CREF Equity Fund
LARGE BLEND TIEIX CREF Stock Fund
Small Growth VEXPX Vanguard Explorer Fund Investor Shares
LARGE GROWTH FMAGX Fidelity Magellan
LARGE BLEND TISCX CREF Social Choice Fund
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund Investor Shares
Short-Term Bond FSHBX Fidelity Short Term Bond
Intermediate Government VFIIX Vanguard Gnma Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Intermediate-Term Bond TIBDX CREF Bond Fund
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Fund
Intermediate-Term Bond FTHRX Fidelity Interm Bond
Total Available Funds: 31
  • 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 FASIX Fidelity Asset Mgr 20% 95% 3 60 0 0.83% 3.27%
Conservative Allocation VWINX Vanguard Wellesley Income Fund Investor Shares 90% 3 60 0 0.16% 7.95%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 89% 3 60 0 0.17% 11.73%
Moderate Allocation VGSTX Vanguard Star Fund 83% 3 60 0 0.31% 9.34%
Moderate Allocation FASMX Fidelity Asset Mgr 50% 75% 3 60 0 0.92% 7.49%
Moderate Allocation FASGX Fidelity Asset Mgr 70% 75% 3 60 0 0.97% 7.77%
Moderate Allocation VAAPX Vanguard Asset Allocation Fund Investor Shares 0% 3 60 0 NA 1.61%
ROOT CASH Vanguard Prime Money Market Fund 0% 3 60 0 NA 2.53%
ROOT CASH Fidelity Retirement Money Market 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FOSFX Fidelity Overseas 88% 3 60 0 0.95% 4.78%
Foreign Large Blend TRIEX CREF Global Fund 83% 3 60 0 0.34% 3.86%
Foreign Large Blend VWIGX Vanguard Internation Growth Fund Investor Shares 82% 3 60 0 0.45% 6.78%
REAL ESTATE
REAL ESTATE TRRSX TIAA Real Estate Fund 67% 3 60 0 0.72% 2.39%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 99% 3 60 0 0.26% 11.96%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund Investor Shares 99% 3 60 0 0.3% 9.76%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 97% 3 60 0 0.14% 1.19%
LARGE BLEND FGRIX Fidelity Growth & Income 95% 3 60 0 0.58% 10.3%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 6.05%
LARGE GROWTH TRIRX CREF Growth Fund 80% 3 60 0 0.16% 4.73%
LARGE BLEND TIEIX CREF Equity Fund 79% 3 60 0 0.15% 2.72%
LARGE BLEND TIEIX CREF Stock Fund 79% 3 60 0 0.15% 2.72%
Small Growth VEXPX Vanguard Explorer Fund Investor Shares 76% 3 60 0 0.45% 7.81%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 6.8%
LARGE BLEND TISCX CREF Social Choice Fund 75% 3 60 0 0.46% 8.12%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Fund Investor Shares 100% 3 60 0 0.1% 3.76%
Short-Term Bond FSHBX Fidelity Short Term Bond 100% 3 60 0 0.5% 4.18%
Intermediate Government VFIIX Vanguard Gnma Fund Investor Shares 98% 3 60 0 0.11% 3.77%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares 95% 3 60 0 0.13% 6.32%
Intermediate-Term Bond TIBDX CREF Bond Fund 90% 3 60 0 0.29% 4.11%
Inflation-Protected Bond TIILX CREF Inflation-Linked Bond Fund 88% 3 60 0 0.4% 3.14%
Intermediate-Term Bond FTHRX Fidelity Interm Bond 78% 3 60 0 0.45% 3.7%
Average Expense Ratio: 0.43%
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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 0.1% 8.8% 1.3% 7.5% 7.2% 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 0.7% 5.4% 0.3% 4.6% 4.9% 6.5%

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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:)
The plan consists of 32 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income and Foreign Equity.

UPMC 403(b) Retirement Savings Plan is a defined contribution plan.



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