MyPlanIQ 401k Investor RIVERBED TECHNOLOGY INC. 401K PLAN

RIVERBED TECHNOLOGY INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Secs I
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Growth UMBWX Scout International Fund
Others
Moderate Allocation VWENX Vanguard Wellington Admiral Fund
Health PRHSX T. Rowe Price Health Sciences Fund
Technology DRGTX Allianz RCM Technology Institutional Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Secs I
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Growth UMBWX Scout International Fund
Others
Moderate Allocation VWENX Vanguard Wellington Admiral Fund
Health PRHSX T. Rowe Price Health Sciences Fund
Technology DRGTX Allianz RCM Technology Institutional Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Fund
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund II
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
Small Growth ALSRX Alger Small Cap Growth Institutional Fund
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Value Fund
MID-CAP BLEND SPMIX Shelton S&P MidCap Index Fund
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund
LARGE BLEND ISFIX Davis New York Venture Fund
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal 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
REAL ESTATE
REAL ESTATE FARCX Nuveen Real Estate Secs I 88% 1 60 0 1.22% 3.58%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Institutional Fund 99% 1 60 0 1.02% 3.57%
Foreign Large Blend TGVIX Thornburg International Value Fund 94% 1 60 0 1.36% 2.44%
Foreign Large Growth UMBWX Scout International Fund 0% 1 60 0 0.95% 44.02%
Others
Moderate Allocation VWENX Vanguard Wellington Admiral Fund 90% 1 60 0 0.17% 6.32%
Health PRHSX T. Rowe Price Health Sciences Fund 64% 1 60 0 0.8% 4.98%
Technology DRGTX Allianz RCM Technology Institutional Fund 58% 1 60 0 1.17% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.17%
Intermediate-Term Bond HABDX Harbor Bond Fund 93% 1 60 0 0.3% 4.4%
Inflation-Protected Bond ACITX American Century Inflation Adjusted Bond Fund 92% 1 60 0 0.76% 4.23%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade 83% 1 60 0 0.22% 4.66%
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund II 16% 1 60 0 NA 29.1%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index 100% 1 60 0 0.06% 2.38%
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 1 60 0 0% 3.9%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 98% 1 60 0 0.94% 6.17%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 1 60 0 0.04% 0.58%
LARGE VALUE VIVAX Vanguard Value Index Fund 96% 1 60 0 0.05% 2.66%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 1 60 0 0.91% 10.25%
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund 91% 1 60 0 2.15% 1.36%
Small Growth ALSRX Alger Small Cap Growth Institutional Fund 89% 1 60 0 1.73% 0%
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Fund 87% 1 60 0 1.31% 3.47%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 1 60 0 1.29% 6.75%
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap Value Fund 83% 1 60 0 1.18% 5.28%
MID-CAP BLEND SPMIX Shelton S&P MidCap Index Fund 77% 1 60 0 0.62% 6.54%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund 70% 1 60 0 0.14% 1.36%
LARGE BLEND ISFIX Davis New York Venture Fund 68% 1 60 0 0.95% 35.35%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 1 60 0 0.16% 1.34%
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund 0% 1 60 0 0.05% 2.09%
Average Expense Ratio: 0.73%
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Related Retirement Plans
RIVERBED TECHNOLOGY, INC. 401(K) 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 -11.0% -10.9% 2.8% 2.7% 4.8% 4.2%

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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 28 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.


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