MyPlanIQ 401k Investor TELLABS 401(k) PLAN

TELLABS 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Group – EuroPacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund
LARGE VALUE VWNAX Vanguard Windsor II
Small Growth PRNHX T Rowe Price New Horizons Fund
Total Available Funds: 9
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Group – EuroPacific Growth Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund
LARGE VALUE VWNAX Vanguard Windsor II
Small Growth PRNHX T Rowe Price New Horizons Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
SMALL VALUE ARTVX Artisan Small Cap Value Fund
Total Available Funds: 9
  • 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
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities 72% 3 60 0 0.18% 3.25%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Group – EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra Fund 96% 3 60 0 0.55% 4.32%
LARGE VALUE VWNAX Vanguard Windsor II 81% 3 60 0 0.26% 1.59%
Small Growth PRNHX T Rowe Price New Horizons Fund 80% 3 60 0 0.79% 0%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
SMALL VALUE ARTVX Artisan Small Cap Value Fund 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.63%
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Related Retirement Plans
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 0.4% 11.0% 3.0% 6.3% 5.7% 7.2%

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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:TLAB)
The plan consists of 11 funds. It covers 5 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

Tellabs, Inc. designs, develops, and supports telecommunications networking products for communications service providers worldwide. Its products and services enable customers to deliver wireline and wireless voice, data, and video services to business and residential customers.



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