MyPlanIQ RENESAS 401K PLAN TRUST

RENESAS 401K PLAN TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares
Foreign Large Blend JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth PSCZX Prudential Jennison Small Company Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH VHCAX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Admiral Shares
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
LARGE GROWTH CISGX Touchstone Institutional Funds Trust: Sands Capital Institutional Growth Fund
Total Available Funds: 13
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 89% 3 60 0 0.52% 2.33%
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 80% 3 60 0 0.65% 1.59%
Foreign Large Blend FDIKX Fidelity Investment Trust: Fidelity Diversified International Fund; Class K Shares 75% 3 60 0 0.99% 4.5%
Foreign Large Blend JIEIX Artio Global Investment Funds: Artio International Equity Fund; Class I Shares 8% 3 60 0 0.9% 7.06%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares 56% 3 60 0 0.07% 4.34%
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund; Class K Shares 97% 3 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund; Class K Shares 91% 3 60 0 0.82% 18.74%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 89% 3 60 0 0.52% 4.95%
Small Growth PSCZX Prudential Jennison Small Company Fund 88% 3 60 0 0.82% 0.51%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 85% 3 60 0 0.02% 1.36%
LARGE GROWTH VHCAX Vanguard Horizon Funds: Vanguard Capital Opportunity Fund; Admiral Shares 60% 3 60 0 0.43% 7.57%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 0%
LARGE GROWTH CISGX Touchstone Institutional Funds Trust: Sands Capital Institutional Growth Fund 0% 3 60 0 1.78% 0%
Average Expense Ratio: 0.72%
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Model Portfolios

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
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