MyPlanIQ 401k Investor FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN

FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund Class A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal
LARGE BLEND NYVTX Davis New York Venture Fund Class A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund Class A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal
LARGE BLEND NYVTX Davis New York Venture Fund Class A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
LARGE VALUE ACGIX Van Kampen Growth & Income Fund Class A
LARGE GROWTH AGTHX American Funds The Growth Fund of America Class A
LARGE VALUE AWSHX American Funds Washington Mutual Investors Fund Class A
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
Total Available Funds: 16
  • 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 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV 68% 3 60 0 0.99% 5.72%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV 67% 3 60 0 1.08% 5.72%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV 67% 3 60 0 0.6% 4.51%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV 62% 3 60 0 0.78% 6%
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund Class A 66% 3 60 0 1.11% 0.12%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A 57% 3 60 0 0.9% 13.66%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal 97% 3 60 0 0.14% 1.18%
LARGE BLEND NYVTX Davis New York Venture Fund Class A 92% 3 60 0 1.75% 12.2%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A 56% 3 60 0 0.89% 4.46%
LARGE VALUE ACGIX Van Kampen Growth & Income Fund Class A 54% 3 60 0 0.53% 8.83%
LARGE GROWTH AGTHX American Funds The Growth Fund of America Class A 41% 3 60 0 0.3% 11.06%
LARGE VALUE AWSHX American Funds Washington Mutual Investors Fund Class A 37% 3 60 0 0.26% 10.17%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal 0% 3 60 0 0.14% 1.15%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund 0% 3 60 0 1.26% 13.78%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A 65% 3 60 0 0.8% 4.31%
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund 16% 3 60 0 NA 19.62%
Average Expense Ratio: 0.77%
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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*
Click to Create Model Portfolio

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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 0.8% 21.9% 12.1% 11.9% 7.9% 7.4%

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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:FLOW)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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