MyPlanIQ 401k Investor KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN

KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Columbia Acorn Z Fund
Foreign Large Blend REREX American Funds American Funds EuroPacific Growth R4 Fund
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
ROOT CASH Union Bank Money Mkt Fund (Highmark)
US EQUITY
MID-CAP VALUE JMCVX Perkins Perkins Mid Value Fund
Small Growth BCSIX Brown Brown Management Small Company Fund
SMALL VALUE PSVIX Allianz Allianz Small Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE Invesco Invesco Stable Value Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Columbia Acorn Z Fund
Foreign Large Blend REREX American Funds American Funds EuroPacific Growth R4 Fund
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
ROOT CASH Union Bank Money Mkt Fund (Highmark)
US EQUITY
MID-CAP VALUE JMCVX Perkins Perkins Mid Value Fund
Small Growth BCSIX Brown Brown Management Small Company Fund
SMALL VALUE PSVIX Allianz Allianz Small Value Fund
LARGE VALUE MADVX BlackRock BlackRock Equity Dividend Fun
LARGE BLEND RFNFX American Funds American Fundamental Investment Fund
LARGE BLEND FSMAX Fidelity Spartan Fidelity Spartan 500 Fund
LARGE GROWTH AGTHX American Funds American Funds Growth A Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE Invesco Invesco Stable Value 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 SMALL/MID GROWTH ACINX Columbia Columbia Acorn Z Fund 99% 3 60 0 1.48% 0%
Foreign Large Blend REREX American Funds American Funds EuroPacific Growth R4 Fund 56% 3 60 0 0.9% 3.69%
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund 91% 3 60 0 0.83% 3.14%
ROOT CASH Union Bank Money Mkt Fund (Highmark) 0% 1 60 0 NA 2.67%
US EQUITY
MID-CAP VALUE JMCVX Perkins Perkins Mid Value Fund 98% 3 60 0 0.91% 9.7%
Small Growth BCSIX Brown Brown Management Small Company Fund 97% 3 60 0 1.25% 9.34%
SMALL VALUE PSVIX Allianz Allianz Small Value Fund 93% 3 60 0 0.91% 10.25%
LARGE VALUE MADVX BlackRock BlackRock Equity Dividend Fun 91% 3 60 0 1% 7.3%
LARGE BLEND RFNFX American Funds American Fundamental Investment Fund 88% 3 60 0 0.6% 6.73%
LARGE BLEND FSMAX Fidelity Spartan Fidelity Spartan 500 Fund 70% 3 60 0 0.03% 1.27%
LARGE GROWTH AGTHX American Funds American Funds Growth A Fund 41% 3 60 0 0.3% 8.43%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.99%
SHORT GOVERNMENT STABLEVALUE Invesco Invesco Stable Value Fund 16% 3 60 0 NA 29.1%
Average Expense Ratio: 0.82%
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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 10.2% 27.1% 8.3% 10.1% 7.5% 8.7%

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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:KYO)
The plan consists of 14 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The symbol of the complany is KYO.



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