MyPlanIQ 401k Investor REGAL BELOIT CORPORATION RETIREMENT SAVINGS PLAN

REGAL BELOIT CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock FD Mutual Fund
Foreign Large Blend ARTIX Artisan International FD Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 FD Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 FD Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 FD Mutual Fund
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index FD Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund
SHORT GOVERNMENT STABLEVALUE M I Stable Principal Fund Common Collective Tr Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock FD Mutual Fund
Foreign Large Blend ARTIX Artisan International FD Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 FD Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 FD Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 FD Mutual Fund
Moderate Allocation DODBX Dodge Cox Balanced Fund Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 FD Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 FD Mutual Fund
ROOT CASH Marshall Prime Money Mkt Money Mkt
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Mutual Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index FD Mutual Fund
LARGE GROWTH RGAFX American Growth Fund of Amer Mutual Fund
Mid-Cap Growth BARAX Baron Asset FD Growth/Income FD Mutual Fund
SMALL BLEND IWSAX Wells Fargo Adv Small Cap FD Mutual Fund
Mid-Cap Growth HMCAX Eagle Mid Cap Stock Fund Cl A Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund
SHORT GOVERNMENT STABLEVALUE M I Stable Principal Fund Common Collective Tr Fund
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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock FD Mutual Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend ARTIX Artisan International FD Mutual Fund 91% 3 60 0 0.97% 1.83%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 FD Mutual Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 FD Mutual Fund 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 FD Mutual Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation DODBX Dodge Cox Balanced Fund Mutual Fund 93% 3 60 0 0.42% 2.56%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 FD Mutual Fund 0% 3 60 0 NA 2.78%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 FD Mutual Fund 0% 3 60 0 0.08% 2.59%
ROOT CASH Marshall Prime Money Mkt Money Mkt 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE PNEAX Allianz NFJ Dividend Value Fund Mutual Fund 92% 3 60 0 1.72% 16.31%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Mutual Fund 82% 3 60 0 1.18% 0.85%
LARGE BLEND VINIX Vanguard Institutional Index FD Mutual Fund 78% 3 60 0 0.02% 1.36%
LARGE GROWTH RGAFX American Growth Fund of Amer Mutual Fund 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth BARAX Baron Asset FD Growth/Income FD Mutual Fund 35% 3 60 0 1.33% 3.55%
SMALL BLEND IWSAX Wells Fargo Adv Small Cap FD Mutual Fund 0% 3 60 0 NA NA
Mid-Cap Growth HMCAX Eagle Mid Cap Stock Fund Cl A Mutual Fund 0% 3 60 0 1.14% 4.93%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Mutual Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE M I Stable Principal Fund Common Collective Tr Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.65%
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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 8.9% 23.9% 10.3% 11.0% 7.6% 9.2%

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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:RBC)
The plan consists of 19 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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