MyPlanIQ 401k Investor VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX dodfx
Foreign Large Growth JAOSX jaosx
Foreign Large Blend REREX rerex
Others
Moderate Allocation OAKBX oakbx
Target Date 2000-2010 PARAX parax
Target Date 2036-2040 PARDX pardx
US EQUITY
LARGE BLEND VFINX VFINX
LARGE GROWTH FCNTX fcntx
MID-CAP VALUE SMVTX smvtx
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX dodfx
Foreign Large Growth JAOSX jaosx
Foreign Large Blend REREX rerex
Others
Moderate Allocation OAKBX oakbx
Target Date 2000-2010 PARAX parax
Target Date 2036-2040 PARDX pardx
Target Date 2026-2030 PARCX parcx
Target Date 2016-2020 PARBX parbx
Target Date 2046-2050 PARFX parfx
Retirement Income PARIX parix
Target Date 2051+ PAROX parox
Target Date 2011-2015 PARHX parhx
Target Date 2041-2045 PARLX parlx
Target Date 2000-2010 PARGX pargx
Target Date 2021-2025 PARJX parjx
Target Date 2031-2035 PARKX parkx
US EQUITY
LARGE BLEND VFINX VFINX
LARGE GROWTH FCNTX fcntx
MID-CAP VALUE SMVTX smvtx
SMALL VALUE PCVAX pcvax
LARGE BLEND LDFVX ldfvx
Mid-Cap Growth WTSLX wtslx
Small Growth TGSCX tgscx
SMALL BLEND RYLPX rylpx
LARGE VALUE ICSLX icslx
MID-CAP BLEND GTAGX gtagx
FIXED INCOME
Intermediate-Term Bond PTTRX pttrx
Total Available Funds: 27
  • 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 dodfx 99% 3 60 0 0.52% 2.33%
Foreign Large Growth JAOSX jaosx 95% 3 60 0 2.06% 2.7%
Foreign Large Blend REREX rerex 57% 3 60 0 0.9% 3.74%
Others
Moderate Allocation OAKBX oakbx 91% 3 60 0 0.83% 2.3%
Target Date 2000-2010 PARAX parax 69% 3 60 0 0.99% 10.4%
Target Date 2036-2040 PARDX pardx 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX parcx 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX parbx 62% 3 60 0 0.78% 11.7%
Target Date 2046-2050 PARFX parfx 53% 3 60 0 0.63% 6.43%
Retirement Income PARIX parix 45% 3 60 0 0.49% 9.3%
Target Date 2051+ PAROX parox 21% 3 60 0 1.14% 5.72%
Target Date 2011-2015 PARHX parhx 11% 3 60 0 0.76% 10.9%
Target Date 2041-2045 PARLX parlx 10% 3 60 0 1.12% 6.43%
Target Date 2000-2010 PARGX pargx 10% 3 60 0 0.74% 9.14%
Target Date 2021-2025 PARJX parjx 9% 3 60 0 1.05% 11.04%
Target Date 2031-2035 PARKX parkx 8% 3 60 0 0.84% 8.13%
US EQUITY
LARGE BLEND VFINX VFINX 98% 3 60 0 0.14% 1.27%
LARGE GROWTH FCNTX fcntx 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE SMVTX smvtx 91% 3 60 0 0.79% 1.12%
SMALL VALUE PCVAX pcvax 56% 3 60 0 0.89% 16.12%
LARGE BLEND LDFVX ldfvx 54% 3 60 0 0.63% 0.84%
Mid-Cap Growth WTSLX wtslx 0% 3 60 0 1.02% 0%
Small Growth TGSCX tgscx 0% 3 60 0 1.22% 0%
SMALL BLEND RYLPX rylpx 0% 3 60 0 1.51% 6.35%
LARGE VALUE ICSLX icslx 0% 3 60 0 0.9% 0%
MID-CAP BLEND GTAGX gtagx 0% 3 60 0 1.23% 0.32%
FIXED INCOME
Intermediate-Term Bond PTTRX pttrx 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.9%
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Related Retirement Plans
VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
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 1.4% 9.6% 3.9% 8.3% 5.5% 8.6%

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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
The plan consists of 27 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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