MyPlanIQ 401k Investor KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN

KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Growth TGRIX American Century Investments Growth Inst
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Others
Retirement Income WFBTX Wells Fargo Adv Target 2045
Target Date 2000-2010 WFOAX Wells Fargo Adv Target 2010
Target Date 2021-2025 WFTYX Wells Fargo Target 2025
US EQUITY
LARGE BLEND SPY State Street Global Advisors S P 500 (R) Index
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Growth TGRIX American Century Investments Growth Inst
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
WORLD STOCK ANWPX American Funds New Perspective Fund
Foreign Large Blend GEICX GE Mutual Funds International Equity Fund
Others
Retirement Income WFBTX Wells Fargo Adv Target 2045
Target Date 2000-2010 WFOAX Wells Fargo Adv Target 2010
Target Date 2021-2025 WFTYX Wells Fargo Target 2025
Target Date 2031-2035 WFQRX Wells Fargo Adv Target 2035
Target Date 2026-2030 WFOOX Wells Fargo Target 2030
Target Date 2011-2015 WFSCX Wells Fargo Adv Target 2015
Target Date 2036-2040 WFOSX Wells Fargo Adv Target 2040
Retirement Income WFBTX Wells Fargo Adv Target Today
Target Date 2050+ WFQFX Wells Fargo Adv Target 2050
Target Date 2016-2020 WFOBX Wells Fargo Adv Target 2020
US EQUITY
LARGE BLEND SPY State Street Global Advisors S P 500 (R) Index
SMALL BLEND NAESX Vanguard Small-Cap Index Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund
SMALL BLEND FSCIX Fidelity Adv Small Cap
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Value Fund
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Fund class Z
SMALL BLEND SMEIX Invesco AIM Small Cap Equity Fund
SMALL VALUE VSCAX Van Kampen Small Cap Value Fund A
MID-CAP BLEND PEMGX Principal Funds Mid Cap Blend
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund
Total Available Funds: 28
  • 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 RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 3.91%
Foreign Large Growth TGRIX American Century Investments Growth Inst 86% 3 60 0 0.13% 0.72%
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund 86% 3 60 0 0.17% 3.08%
WORLD STOCK ANWPX American Funds New Perspective Fund 66% 3 60 0 1.47% 5.69%
Foreign Large Blend GEICX GE Mutual Funds International Equity Fund 0% 3 60 0 NA 0.99%
Others
Retirement Income WFBTX Wells Fargo Adv Target 2045 0% 3 60 0 0.86% 1.72%
Target Date 2000-2010 WFOAX Wells Fargo Adv Target 2010 0% 3 60 0 1.35% 9.97%
Target Date 2021-2025 WFTYX Wells Fargo Target 2025 0% 3 60 0 0.29% 15.92%
Target Date 2031-2035 WFQRX Wells Fargo Adv Target 2035 0% 3 60 0 0.49% 17.95%
Target Date 2026-2030 WFOOX Wells Fargo Target 2030 0% 3 60 0 0.29% 16.45%
Target Date 2011-2015 WFSCX Wells Fargo Adv Target 2015 0% 3 60 0 0.6% 12.81%
Target Date 2036-2040 WFOSX Wells Fargo Adv Target 2040 0% 3 60 0 0.49% 18.78%
Retirement Income WFBTX Wells Fargo Adv Target Today 0% 3 60 0 0.86% 1.72%
Target Date 2050+ WFQFX Wells Fargo Adv Target 2050 0% 3 60 0 0.85% 23.55%
Target Date 2016-2020 WFOBX Wells Fargo Adv Target 2020 0% 3 60 0 0.49% 14.03%
US EQUITY
LARGE BLEND SPY State Street Global Advisors S P 500 (R) Index 100% 3 60 0 0.09% 1.63%
SMALL BLEND NAESX Vanguard Small-Cap Index Fund 99% 3 60 0 0.03% 1.62%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.04% 1.67%
SMALL BLEND FSCIX Fidelity Adv Small Cap 91% 3 60 0 2.15% 1.36%
MID-CAP VALUE ARTQX Artisan Funds Mid Cap Value Fund 91% 3 60 0 1.05% 16.82%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Fund class Z 89% 3 60 0 1.08% 3.37%
SMALL BLEND SMEIX Invesco AIM Small Cap Equity Fund 89% 3 60 0 1.01% 0.37%
SMALL VALUE VSCAX Van Kampen Small Cap Value Fund A 62% 3 60 0 0.87% 6.01%
MID-CAP BLEND PEMGX Principal Funds Mid Cap Blend 48% 3 60 0 0.94% 2.92%
LARGE VALUE EHSTX Eaton Vance Large Cap Value Fund A 48% 3 60 0 1.27% 3.04%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index 100% 3 60 0 0.15% 3.17%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 97% 3 60 0 0.83% 3.99%
SHORT GOVERNMENT STABLEVALUE JPMorgan JPMorgan Stable Asset Income Fund 16% 3 60 0 NA 29.1%
Average Expense Ratio: 0.71%
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Related Retirement Plans
KULICKE AND SOFFA INDUSTRIES, INC. INCENTIVE SAVINGS PLAN
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 10.2% 25.7% 8.9% 10.8% 7.6% 8.9%

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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*
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:KLIC)
The plan consists of 28 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income and US Equity.

The symbol of the complany is KLIC.



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