MyPlanIQ CIENA CORPORATION 401K PLAN

CIENA CORPORATION 401K PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL VALUE NOSGX Northern Small Cap Value
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL VALUE NOSGX Northern Small Cap Value
LARGE BLEND SWPPX Schwab S&P 500 Index
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv
LARGE VALUE ACGIX Invesco Van Kampen Growth and Incom
LARGE GROWTH CVGRX Calamos Growth A
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select
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
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth 79% 3 60 0 0.99% 1.49%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.37%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 4.08%
SMALL VALUE NOSGX Northern Small Cap Value 88% 3 60 0 1% 35.23%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 3 60 0 0.02% 1.33%
Mid-Cap Growth NBGAX Neuberger Berman Genesis Adv 55% 3 60 0 0.84% 2.15%
LARGE VALUE ACGIX Invesco Van Kampen Growth and Incom 54% 3 60 0 0.53% 0.92%
LARGE GROWTH CVGRX Calamos Growth A 52% 3 60 0 1.05% 7.11%
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select 94% 3 60 0 1.1% 3.33%
Average Expense Ratio: 0.79%
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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*
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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 to Create Model Portfolio

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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
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