MyPlanIQ 401k Investor LINEAR TECHNOLOGY 401K PLAN

LINEAR TECHNOLOGY 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OAKGX Oakmark global fund
Foreign Large Blend AEPGX American funds europacific fund
Foreign Large Blend VGTSX Vanguard total international stock index fund
Others
Target Date 2046-2050 JTSIX JPMorgan smart retirement 2050 institutional fund
Moderate Allocation OAKBX Oakmark equity & income fund
Target Date 2041-2045 JSAIX JPMorgan smart retirement 2045 institutional fund
US EQUITY
Small Growth VSEIX JPMorgan small cap equity fund
LARGE BLEND FSTMX Fidelity spartan extend market index fund
MID-CAP VALUE GCMAX Goldman sachs mid cap value fund
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OAKGX Oakmark global fund
Foreign Large Blend AEPGX American funds europacific fund
Foreign Large Blend VGTSX Vanguard total international stock index fund
Others
Target Date 2046-2050 JTSIX JPMorgan smart retirement 2050 institutional fund
Moderate Allocation OAKBX Oakmark equity & income fund
Target Date 2041-2045 JSAIX JPMorgan smart retirement 2045 institutional fund
Target Date 2021-2025 JNSIX JPMorgan smart retirement 2025 institutional fund
Target Date 2026-2030 JSMIX JPMorgan smart retirement 2030 institutional fund
Target Date 2036-2040 SMTIX JPMorgan smart retirement 2040 institutional fund
Target Date 2016-2020 JTTIX JPMorgan smart retirement 2020 institutional fund
Target Date 2031-2035 SRJIX JPMorgan smart retirement 2035 institutional fund
Target Date 2011-2015 JSFIX JPMorgan smart retirement 2015 institutional fund
Target Date 2000-2010 JSWIX JPMorgan smart retirement 2010 institutional fund
US EQUITY
Small Growth VSEIX JPMorgan small cap equity fund
LARGE BLEND FSTMX Fidelity spartan extend market index fund
MID-CAP VALUE GCMAX Goldman sachs mid cap value fund
MID-CAP BLEND ABMIX Aston/Optimum mid cap fund
LARGE GROWTH CGRIX Calamos growth fund
LARGE BLEND ISFIX Davis new york venture fund
LARGE VALUE SVIIX RidgeWorth Large cap value equity 1 fund
LARGE BLEND ANCFX American funds fundamental investors fund
LARGE VALUE PAFDX T.rowe price equity income Advantage fund
LARGE GROWTH AGTHX American funds growth fund
Small Growth BSCFX Baron small cap fund
Mid-Cap Growth MGOAX Munder mid cap core growth fund
SMALL VALUE CSVRX Columbia small cap value fund
LARGE BLEND DSKIX Transamerica institutional stock index fund
FIXED INCOME
Inflation-Protected Bond VIPSX Transamerica institutional inflation protected securities fund
Intermediate Government VFITX Transamerica government fixed fund
SHORT GOVERNMENT STABLEVALUE Transamerica insurance company stable value fund
Intermediate-Term Bond DVGCX Transamerica institutional core bond fund
Total Available Funds: 31
  • 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 OAKGX Oakmark global fund 88% 1 60 0 0.94% 1.61%
Foreign Large Blend AEPGX American funds europacific fund 58% 1 60 0 0.9% 3.64%
Foreign Large Blend VGTSX Vanguard total international stock index fund 16% 1 60 0 0.08% 3.12%
Others
Target Date 2046-2050 JTSIX JPMorgan smart retirement 2050 institutional fund 92% 1 60 0 0.67% 1.56%
Moderate Allocation OAKBX Oakmark equity & income fund 91% 1 60 0 0.83% 2.3%
Target Date 2041-2045 JSAIX JPMorgan smart retirement 2045 institutional fund 82% 1 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JPMorgan smart retirement 2025 institutional fund 81% 1 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JPMorgan smart retirement 2030 institutional fund 79% 1 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan smart retirement 2040 institutional fund 74% 1 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan smart retirement 2020 institutional fund 74% 1 60 0 0.62% 2.8%
Target Date 2031-2035 SRJIX JPMorgan smart retirement 2035 institutional fund 73% 1 60 0 0.51% 1.85%
Target Date 2011-2015 JSFIX JPMorgan smart retirement 2015 institutional fund 0% 1 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan smart retirement 2010 institutional fund 0% 1 60 0 0.61% 2.66%
US EQUITY
Small Growth VSEIX JPMorgan small cap equity fund 94% 1 60 0 1.26% 0.73%
LARGE BLEND FSTMX Fidelity spartan extend market index fund 94% 1 60 0 0.09% 1.62%
MID-CAP VALUE GCMAX Goldman sachs mid cap value fund 93% 1 60 0 1.18% 0.54%
MID-CAP BLEND ABMIX Aston/Optimum mid cap fund 86% 1 60 0 0.76% 0.64%
LARGE GROWTH CGRIX Calamos growth fund 76% 1 60 0 1.05% 0%
LARGE BLEND ISFIX Davis new york venture fund 68% 1 60 0 0.95% 44.32%
LARGE VALUE SVIIX RidgeWorth Large cap value equity 1 fund 53% 1 60 0 1.72% 7.27%
LARGE BLEND ANCFX American funds fundamental investors fund 53% 1 60 0 0.28% 1.65%
LARGE VALUE PAFDX T.rowe price equity income Advantage fund 51% 1 60 0 1.23% 6.01%
LARGE GROWTH AGTHX American funds growth fund 41% 1 60 0 0.3% 0%
Small Growth BSCFX Baron small cap fund 40% 1 60 0 1.31% 3.11%
Mid-Cap Growth MGOAX Munder mid cap core growth fund 39% 1 60 0 1.57% 6.45%
SMALL VALUE CSVRX Columbia small cap value fund 17% 1 60 0 0.86% 7.62%
LARGE BLEND DSKIX Transamerica institutional stock index fund 0% 1 60 0 0.65% 0.41%
FIXED INCOME
Inflation-Protected Bond VIPSX Transamerica institutional inflation protected securities fund 98% 1 60 0 0.07% 4.24%
Intermediate Government VFITX Transamerica government fixed fund 97% 1 60 0 0.2% 3.38%
SHORT GOVERNMENT STABLEVALUE Transamerica insurance company stable value fund 16% 1 60 0 NA 27.03%
Intermediate-Term Bond DVGCX Transamerica institutional core bond fund 0% 1 60 0 0.98% 0.53%
Average Expense Ratio: 0.76%
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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 6.6% 21.8% 9.6% 10.5% 6.9% 8.2%

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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
The plan consists of 32 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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