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MyPlanIQ 401k Investor ASTRAZENECA SAVINGS AND SECURITY PLAN

ASTRAZENECA SAVINGS AND SECURITY PLAN Investment Model Portfolios

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ASTRAZENECA SAVINGS AND SECURITY PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INC
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFIED INTL
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
US EQUITY
LARGE GROWTH FOCPX FID OTC PORTFOLIO
LARGE BLEND RFNFX AF FUNDAMENTAL INVS R5
LARGE GROWTH VPCCX VANG PRIMECAP CORE
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX VANG TARGET RET 2025
Target Date 2041-2045 VTIVX VANG TARGET RET 2045
Retirement Income VTINX VANG TARGET RET INC
Target Date 2031-2035 VTTHX VANG TARGET RET 2035
Moderate Allocation VBAIX VANG BAL INDEX INST
Target Date 2046-2050 VFIFX VANG TARGET RET 2050
Target Date 2026-2030 VTHRX VANG TARGET RET 2030
Target Date 2036-2040 VFORX VANG TARGET RET 2040
Target Date 2016-2020 VTWNX VANG TARGET RET 2020
ROOT CASH VANG PRIME MM INST
Target Date 2011-2015 VTXVX VANG TARGET RET 2015
Target Date 2000-2010 VTENX VANG TARGET RET 2010
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFIED INTL
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
US EQUITY
LARGE GROWTH FOCPX FID OTC PORTFOLIO
LARGE BLEND RFNFX AF FUNDAMENTAL INVS R5
LARGE GROWTH VPCCX VANG PRIMECAP CORE
SMALL BLEND PRSVX TRP SMALL-CAP VALUE
LARGE GROWTH VIGIX VANG GRTH INDEX INST
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE VIVIX VANG VALUE INDX INST
LARGE BLEND VIIIX VANG INST INDEX PLUS
Small Growth VEXRX VANG EXPLORER ADM
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL
LARGE BLEND RFNGX AF FUNDMNTL INV R6 5
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM
FIXED INCOME
Intermediate-Term Bond VBMPX VANG TOTAL BD MK IS PL
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
Total Available Funds: 30
  • 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 VANG TARGET RET 2025 97% 1 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX VANG TARGET RET 2045 97% 1 60 0 0.08% 2.78%
Retirement Income VTINX VANG TARGET RET INC 97% 1 60 0 0.08% 5.14%
Target Date 2031-2035 VTTHX VANG TARGET RET 2035 96% 1 60 0 0.08% 3.22%
Moderate Allocation VBAIX VANG BAL INDEX INST 84% 1 60 0 0.06% 4.51%
Target Date 2046-2050 VFIFX VANG TARGET RET 2050 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX VANG TARGET RET 2030 70% 1 60 0 0.08% 4.31%
Target Date 2036-2040 VFORX VANG TARGET RET 2040 69% 1 60 0 0.08% 3.05%
Target Date 2016-2020 VTWNX VANG TARGET RET 2020 66% 1 60 0 0.08% 8.19%
ROOT CASH VANG PRIME MM INST 0% 1 60 0 NA 2.53%
Target Date 2011-2015 VTXVX VANG TARGET RET 2015 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX VANG TARGET RET 2010 0% 1 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFIED INTL 98% 1 60 0 0.65% 10.71%
Foreign Large Value TFEQX TIFI TEMPL FORGN EQU 85% 1 60 0 0.97% 33.51%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 10.79%
Foreign Large Blend FSPSX SPTN INTL INDEX FAI 5% 1 60 0 0.03% 3.44%
US EQUITY
LARGE GROWTH FOCPX FID OTC PORTFOLIO 94% 1 60 0 0.81% 9.18%
LARGE BLEND RFNFX AF FUNDAMENTAL INVS R5 87% 1 60 0 0.6% 9.54%
LARGE GROWTH VPCCX VANG PRIMECAP CORE 85% 1 60 0 0.46% 18.76%
SMALL BLEND PRSVX TRP SMALL-CAP VALUE 85% 1 60 0 1.17% 23.31%
LARGE GROWTH VIGIX VANG GRTH INDEX INST 83% 1 60 0 0.04% 0.48%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.54%
LARGE VALUE VIVIX VANG VALUE INDX INST 78% 1 60 0 0.04% 2.32%
LARGE BLEND VIIIX VANG INST INDEX PLUS 78% 1 60 0 0.02% 3.05%
Small Growth VEXRX VANG EXPLORER ADM 77% 1 60 0 0.34% 7.97%
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL 21% 1 60 0 0.04% 1.62%
LARGE BLEND RFNGX AF FUNDMNTL INV R6 5 20% 1 60 0 0.28% 9.61%
LARGE GROWTH VMRAX VANG MORGAN GRTH ADM 0% 1 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond VBMPX VANG TOTAL BD MK IS PL 35% 1 60 0 0.03% 4.04%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 1 60 0 NA 20.17%
Average Expense Ratio: 0.28%
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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 0.8% 23.7% 14.5% 13.6% 9.7% 9.1%

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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 0.8% 20.4% 14.6% 13.4% 9.5% 9.7%

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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 for Portfolio Details or Follow 7.3% 40.3% 25.3% 15.4% 12.7% 10.1%

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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:AZN)
The plan consists of 31 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

AstraZeneca plc (ADR) (Ticker:AZN) has the "AstraZeneca Savings and Security Plan".
AstraZeneca Savings and Security Plan information is based on paper submission of 2008 filing. We encourage participants to send us email on updated information.



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