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MyPlanIQ 401k Investor SuccessFactors Inc. 401(k) Savings Plan

SuccessFactors Inc. 401(k) Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation SWBGX Charles Schwab MktTrack Bal
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stck
Foreign Large Blend RERCX American Funds Europacific R@=@3
US EQUITY
LARGE VALUE AAGPX American Beacon LGCP Val Inv
LARGE BLEND SNXFX Charles Schwab 1000 Index Fund
LARGE BLEND NYVTX Davis NY Venture A
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index
Inflation-Protected Bond VIPIX Vanguard Inflation Protect SEC
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation SWBGX Charles Schwab MktTrack Bal
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stck
Foreign Large Blend RERCX American Funds Europacific R@=@3
US EQUITY
LARGE VALUE AAGPX American Beacon LGCP Val Inv
LARGE BLEND SNXFX Charles Schwab 1000 Index Fund
LARGE BLEND NYVTX Davis NY Venture A
LARGE GROWTH VIGIX Vanguard Growth Index
SMALL BLEND SWSSX Charles Schwab Small Cap Index Sel
LARGE VALUE VIVIX Vanguard Value Index
Mid-Cap Growth ACRNX Columia Alcorn Z
SMALL BLEND OPMSX Oppenheimer Main St SMCP A
LARGE GROWTH RGACX American Funds Growth Fund R@=@3
MID-CAP BLEND VO Vanguard Mid Cap
US EQUITY SCHW Charles Schwab Int
MID-CAP VALUE RSCMX Riversource Mid Cap Value R4
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index
Inflation-Protected Bond VIPIX Vanguard Inflation Protect SEC
Intermediate-Term Bond CFICX Calvert Income A
Total Available Funds: 19
  • 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
Moderate Allocation SWBGX Charles Schwab MktTrack Bal 75% 3 60 0 0.48% 10.52%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stck 99% 3 60 0 0.52% 1.4%
Foreign Large Blend RERCX American Funds Europacific R@=@3 56% 3 60 0 0.9% 13.98%
US EQUITY
LARGE VALUE AAGPX American Beacon LGCP Val Inv 97% 3 60 0 0.94% 13.8%
LARGE BLEND SNXFX Charles Schwab 1000 Index Fund 97% 3 60 0 0.05% 0.17%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
LARGE GROWTH VIGIX Vanguard Growth Index 83% 3 60 0 0.04% 0.48%
SMALL BLEND SWSSX Charles Schwab Small Cap Index Sel 80% 3 60 0 0.04% 1.53%
LARGE VALUE VIVIX Vanguard Value Index 78% 3 60 0 0.04% 2.32%
Mid-Cap Growth ACRNX Columia Alcorn Z 75% 3 60 0 1.83% 0%
SMALL BLEND OPMSX Oppenheimer Main St SMCP A 43% 3 60 0 1.32% 8.96%
LARGE GROWTH RGACX American Funds Growth Fund R@=@3 37% 3 60 0 0.3% 11.27%
MID-CAP BLEND VO Vanguard Mid Cap 6% 3 60 0 0.04% 1.61%
US EQUITY SCHW Charles Schwab Int 0% 3 60 0 NA 1.34%
MID-CAP VALUE RSCMX Riversource Mid Cap Value R4 0% 3 60 0 0.91% 4.19%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short Term Federal 95% 3 60 0 0.1% 3.86%
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index 94% 3 60 0 0.15% 4.03%
Inflation-Protected Bond VIPIX Vanguard Inflation Protect SEC 90% 3 60 0 0.1% 4.54%
Intermediate-Term Bond CFICX Calvert Income A 41% 3 60 0 0.66% 4.86%
Average Expense Ratio: 0.56%
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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 0.6% 10.5% 2.8% 3.0% 3.5% 4.5%

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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:SFSF)
The plan consists of 21 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

SuccessFactors Inc. 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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