It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor ASML US Emploees Savings and Retirement Plan

ASML US Emploees Savings and Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund
Foreign Large Blend REREX American Funds Europacific Growth R4
Foreign Large Blend VGTSX Vanguard Total International stock Index
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP BLEND VXF Vanguard Extended Market Index
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
EQUITY STT State Street Global Advisors S&P 500
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund
Foreign Large Blend REREX American Funds Europacific Growth R4
Foreign Large Blend VGTSX Vanguard Total International stock Index
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP BLEND VXF Vanguard Extended Market Index
SMALL VALUE PSVIX Allianz NFJ Small Cap Value
Small Growth WMKSX MSIF Small Company Growth
LARGE VALUE ACGMX Van Kampen Growth and Income
MID-CAP VALUE NAMAX Columbia Mid Cap Value
LARGE BLEND STFAX State Street Passive Bond Market Index
FIXED INCOME
Inflation-Protected Bond DIPSX Vanguard Inflation Protected Securities
Intermediate-Term Bond PTTPX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value
Total Available Funds: 26
  • 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 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.23%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 5.87%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 5.7%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 4.92%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 6%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 4.11%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 4.39%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 5.2%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 4.34%
EQUITY STT State Street Global Advisors S&P 500 0% 3 60 0 NA 3.38%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund 99% 3 60 0 1.48% 5.62%
Foreign Large Blend REREX American Funds Europacific Growth R4 57% 3 60 0 0.9% 14.16%
Foreign Large Blend VGTSX Vanguard Total International stock Index 16% 3 60 0 0.08% 3.29%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 13.94%
MID-CAP BLEND VXF Vanguard Extended Market Index 94% 3 60 0 0.06% 1.32%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value 93% 3 60 0 0.91% 3.5%
Small Growth WMKSX MSIF Small Company Growth 92% 3 60 0 1.25% 21.48%
LARGE VALUE ACGMX Van Kampen Growth and Income 80% 3 60 0 0.79% 8.79%
MID-CAP VALUE NAMAX Columbia Mid Cap Value 76% 3 60 0 1.13% 7.15%
LARGE BLEND STFAX State Street Passive Bond Market Index 75% 3 60 0 0.62% 1.48%
FIXED INCOME
Inflation-Protected Bond DIPSX Vanguard Inflation Protected Securities 74% 3 60 0 0.11% 3.26%
Intermediate-Term Bond PTTPX PIMCO Total Return 68% 3 60 0 0.8% 4.54%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value 16% 0 60 0 NA 20.17%
Average Expense Ratio: 0.74%
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 1.5% 16.9% 6.6% 7.7% 4.8% 5.9%

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:ASML)
The plan consists of 26 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

This plan is created upon a user's request.



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.