MyPlanIQ 401k Investor FANUC ROBOTICS AMERICA INC. SAVINGS PLAN

FANUC ROBOTICS AMERICA INC. SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2051+ FDENX Fidelity Freedom K 2055
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBIMX Vanguard Interm-Term Bond Index Inst
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Others
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2051+ FDENX Fidelity Freedom K 2055
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBIMX Vanguard Interm-Term Bond Index Inst
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE
US EQUITY
Small Growth CMSCX Columbia Small Cap Growth I Z
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE VALUE VWNAX Vanguard Windsor II Adm
LARGE BLEND VINIX Vanguard Institutional Index Instl
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
SMALL BLEND ICSCX ICM Small Company
SMALL BLEND VSISX Vanguard Small Cap Index Signal
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg
MID-CAP VALUE MSAIX Invesco Van Kampen American Value Y
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
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 4.03%
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg 0% 3 60 0 0.07% 2.62%
Others
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 1.34%
Target Date 2051+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 1.44%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBIMX Vanguard Interm-Term Bond Index Inst 92% 3 60 0 0.07% 3.31%
SHORT GOVERNMENT STABLEVALUE MORLEY STABLE VALUE 16% 3 60 0 NA 27.03%
US EQUITY
Small Growth CMSCX Columbia Small Cap Growth I Z 95% 3 60 0 1.24% 0%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 1.89%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 3 60 0 0.26% 1.59%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 0%
SMALL BLEND ICSCX ICM Small Company 0% 3 60 0 0.89% 0%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
MID-CAP BLEND FSEVX Fidelity Spartan Extnd Mkt Idx Advtg 0% 3 60 0 0.07% 1.17%
MID-CAP VALUE MSAIX Invesco Van Kampen American Value Y 0% 3 60 0 0.86% 0%
Average Expense Ratio: 0.56%
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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 -1.1% -4.6% 4.0% 3.0% 6.9% 5.8%

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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 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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