MyPlanIQ 401k Investor Methode Electronics, Inc.401(k) Savings Plan

Methode Electronics, Inc.401(k) Savings Plan Investment Model Portfolios

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METHODE ELECTRONICS, INC. 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX The American Funds Group Europacific Growth Fund
Others
Moderate Allocation ABALX The American Funds Group American Balanced Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index
LARGE VALUE AMRMX The American Funds Group American Mutual Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Investments Delaware Diversified Income
SHORT GOVERNMENT STABLEVALUE Lincoln Financial Group Lincoln Stable Value Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX The American Funds Group Europacific Growth Fund
Others
Moderate Allocation ABALX The American Funds Group American Balanced Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index
LARGE VALUE AMRMX The American Funds Group American Mutual Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture
SMALL VALUE GSSIX GSSIX
LARGE GROWTH RNGFX The American Funds Group New Economy Fund
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer
Mid-Cap Growth IYMIX Ivy Mid Cap Growth
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Investments Delaware Diversified Income
SHORT GOVERNMENT STABLEVALUE Lincoln Financial Group Lincoln Stable Value Fund
Total Available Funds: 11
  • 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 Blend AEPGX The American Funds Group Europacific Growth Fund 57% 3 60 0 0.9% 6.74%
Others
Moderate Allocation ABALX The American Funds Group American Balanced Fund 43% 3 60 0 0.31% 2.62%
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index 94% 3 60 0 0.03% 1.24%
LARGE VALUE AMRMX The American Funds Group American Mutual Fund 93% 3 60 0 0.38% 6.21%
LARGE BLEND NYVTX Davis Funds Davis NY Venture 92% 3 60 0 1.75% 19.7%
SMALL VALUE GSSIX GSSIX 85% 3 60 0 1% 17.6%
LARGE GROWTH RNGFX The American Funds Group New Economy Fund 81% 3 60 0 0.53% 0.09%
LARGE GROWTH RGAFX The American Funds Group Growth Fund of Amer 75% 3 60 0 0.63% 9.31%
Mid-Cap Growth IYMIX Ivy Mid Cap Growth 66% 3 60 0 0.79% 6.21%
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Investments Delaware Diversified Income 89% 3 60 0 0.45% 3.6%
SHORT GOVERNMENT STABLEVALUE Lincoln Financial Group Lincoln Stable Value Fund 16% 3 60 0 NA 28.08%
Average Expense Ratio: 0.68%
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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 1.0% 21.2% 12.1% 10.8% 8.1% 8.2%

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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 for Portfolio Details or Follow 0.6% 15.7% 8.3% 7.4% 5.8% 5.9%

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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*
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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:MEI)
The plan consists of 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The symbol of the complany is MEI.



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