MyPlanIQ 401k Investor Coherent Employee Retirement and Investment Plan

Coherent Employee Retirement and Investment Plan Investment Model Portfolios

This Plan is unrated.
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COHERENT, INC. EMPLOYEE RETIREMENT AND INVESTMENT PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Moderate Allocation ABALX American Funds American Balanced A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl
US EQUITY
SMALL VALUE VISVX ISTTT (INVESCO STRCTURD SML CP VL III)
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate I
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Others
Moderate Allocation ABALX American Funds American Balanced A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 2 ISVDT
US EQUITY
SMALL VALUE VISVX ISTTT (INVESCO STRCTURD SML CP VL III)
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE BLEND DNVYX Davis NY Venture Y
Mid-Cap Growth IYMIX Ivy Mid Cap Growth I
LARGE GROWTH AMCPX American Funds AMCAP A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
Total Available Funds: 18
  • 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
Global Real Estate IGLIX ING Global Real Estate I 0% 3 60 0 1.01% 21.25%
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 5.35%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 6.8%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.1%
Others
Moderate Allocation ABALX American Funds American Balanced A 43% 3 60 0 0.31% 1.75%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.7%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.64%
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl 93% 3 60 0 0.76% 1.96%
SHORT GOVERNMENT STABLEVALUE INVESCO STABLE VALUE RET CL 2 ISVDT 16% 1 60 0 NA 28.04%
US EQUITY
SMALL VALUE VISVX ISTTT (INVESCO STRCTURD SML CP VL III) 100% 3 60 0 0.06% 2.18%
Small Growth PSCZX Prudential Jennison Small Company Z 93% 3 60 0 0.82% 0.8%
MID-CAP VALUE AVUAX American Century Mid Cap Value Inst 90% 3 60 0 1.23% 1.32%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.4%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 1.19%
Mid-Cap Growth IYMIX Ivy Mid Cap Growth I 66% 3 60 0 0.79% 6.19%
LARGE GROWTH AMCPX American Funds AMCAP A 45% 3 60 0 0.49% 0.39%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 9.08%
LARGE VALUE AWSHX American Funds Washington Mutual A 37% 3 60 0 0.26% 1.09%
Average Expense Ratio: 0.66%
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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 11.0% 11.7% 6.9% 6.9% 7.8% 6.8%

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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 0.5% 23.3% 11.6% 12.4% 7.9% 7.5%

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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
The plan consists of 18 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.
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