MyPlanIQ 401k Investor Polaris Electronics Inc. 401K Plan

Polaris Electronics Inc. 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Utilities MMUJX MFS Utilities R4
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R
Health PRHSX T. Rowe Price Health Sciences
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE VALUE MEIJX MFS Value R4
MID-CAP VALUE AMVRX American Century Mid Cap Value R
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Funds Capital World G/I R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Utilities MMUJX MFS Utilities R4
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R
Health PRHSX T. Rowe Price Health Sciences
Moderate Allocation FTMRX Franklin Templeton Moderate Target R
ROOT CASH ACKXX (Federated Automated Cash Mgmt K)
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE VALUE MEIJX MFS Value R4
MID-CAP VALUE AMVRX American Century Mid Cap Value R
LARGE BLEND RFNEX American Funds Fundamental Invs R4
SMALL VALUE FVFRX Franklin Small Cap Value R
SMALL BLEND ATIRX AIM Trimark Small Companies R
MID-CAP BLEND FMCYX First American Mid Cap Index R
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Intermediate Government MGVSX MFS Government Securities R2
Total Available Funds: 17
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C 63% 3 60 0 0.84% 0%
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Funds Capital World G/I R4 64% 3 60 0 0.53% 3.48%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 3.74%
Others
Utilities MMUJX MFS Utilities R4 66% 3 60 0 1% 6.07%
Conservative Allocation FTCRX Franklin Templeton Cnsrv Target R 64% 3 60 0 0.61% 2.28%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Moderate Allocation FTMRX Franklin Templeton Moderate Target R 62% 3 60 0 0.6% 1.76%
ROOT CASH ACKXX (Federated Automated Cash Mgmt K) 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.4%
LARGE VALUE MEIJX MFS Value R4 91% 3 60 0 0.8% 8.61%
MID-CAP VALUE AMVRX American Century Mid Cap Value R 57% 3 60 0 0% 7.17%
LARGE BLEND RFNEX American Funds Fundamental Invs R4 53% 3 60 0 0.28% 1.63%
SMALL VALUE FVFRX Franklin Small Cap Value R 52% 3 60 0 1.42% 0.14%
SMALL BLEND ATIRX AIM Trimark Small Companies R 0% 3 60 0 1.53% 0%
MID-CAP BLEND FMCYX First American Mid Cap Index R 0% 3 60 0 1.01% 2.63%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 3 60 0 0.8% 4.6%
Intermediate Government MGVSX MFS Government Securities R2 54% 3 60 0 1.51% 2.71%
Average Expense Ratio: 0.79%
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 - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 12.9% 7.0% 6.5% 6.1% 6.0%

Sign up or Login first 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
The plan consists of 18 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity and Fixed Income.

Polaris Inds (Ticker:PII) has the "Polaris Electronics Inc. 401K Plan"
Polaris 401(k) plan has a list of well selected funds including American Funds and PIMCO total return funds. Other than commodity (it has a gold mining stock), its investment options cover all of the major asset classes.



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.