MyPlanIQ 401k Investor SYMMETRICOM TAX DEFERRED SAVINGS PLAN

SYMMETRICOM TAX DEFERRED SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Y
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Inflation-Protected Bond PRTNX PIMCO Real Return A
US EQUITY
Small Growth NVSCX Wells Fargo Advantage Small Co Gr Adm
Mid-Cap Growth ACRNX Columbia Acorn Z
MID-CAP VALUE VETAX Victory Established Value A
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global Y
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Inflation-Protected Bond PRTNX PIMCO Real Return A
US EQUITY
Small Growth NVSCX Wells Fargo Advantage Small Co Gr Adm
Mid-Cap Growth ACRNX Columbia Acorn Z
MID-CAP VALUE VETAX Victory Established Value A
LARGE GROWTH FNIAX Fidelity Advisor New Insights A
LARGE VALUE CVFCX Pioneer Cullen Value A
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 12
  • 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
WORLD STOCK OGLYX Oppenheimer Global Y 85% 1 60 0 1.31% 11%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 1 60 0 0.9% 7.11%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 2 60 0 0.18% 3.25%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 1 60 0 0.8% 3.89%
Inflation-Protected Bond PRTNX PIMCO Real Return A 58% 1 60 0 1.37% 2.5%
US EQUITY
Small Growth NVSCX Wells Fargo Advantage Small Co Gr Adm 75% 1 60 0 0.94% 12.35%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 1 60 0 1.83% 0%
MID-CAP VALUE VETAX Victory Established Value A 63% 1 60 0 1.65% 0.88%
LARGE GROWTH FNIAX Fidelity Advisor New Insights A 48% 1 60 0 0.7% 7.06%
LARGE VALUE CVFCX Pioneer Cullen Value A 44% 1 60 0 0.45% 4.57%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 1 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.09%
Average Expense Ratio: 0.86%
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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 1.0% 7.2% 0.7% 3.9% 3.7% 5.5%

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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*
Click for Portfolio Details or Follow 0.8% 10.3% 2.3% 4.2% 4.2% 5.7%

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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 1.1% 10.6% -1.7% 1.3% 1.5% 2.6%

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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:SYMM)
The plan consists of 12 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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