MyPlanIQ MEDIATEK USA INC. 401K PLAN

MEDIATEK USA INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
US EQUITY
SMALL BLEND NMSCX COL SM CAP IDX Z
MID-CAP BLEND CAAPX Ariel Investment Trust: Ariel Appreciation Fund; Investor Class Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
FIXED INCOME
Intermediate-Term Bond DBIRX DREY BD MKT IDX BSC
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
Intermediate-Term Bond WOBDX JPMorgan Trust II: JPMorgan Core Bond Fund; Select Class Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares
Foreign Large Blend ARTIX Artisan Partners Funds
Others
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
US EQUITY
SMALL BLEND NMSCX COL SM CAP IDX Z
MID-CAP BLEND CAAPX Ariel Investment Trust: Ariel Appreciation Fund; Investor Class Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
FIXED INCOME
Intermediate-Term Bond DBIRX DREY BD MKT IDX BSC
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
Intermediate-Term Bond WOBDX JPMorgan Trust II: JPMorgan Core Bond Fund; Select Class Shares
Intermediate-Term Bond PRFIX Parnassus Income Funds: Fixed-Income Fund
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
Inflation-Protected Bond PRTNX PIM REAL RETURN A
Total Available Funds: 15
  • 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 BJBIX Artio Global Investment Funds: Artio International Equity Fund; Class A Shares 98% 3 60 0 0.9% 0%
Foreign Large Blend ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.89%
Others
Target Date 2041-2045 FFFIX FA FREEDOM 2045 I 90% 3 60 0 1.25% 1.26%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
US EQUITY
SMALL BLEND NMSCX COL SM CAP IDX Z 81% 3 60 0 0.45% 6.02%
MID-CAP BLEND CAAPX Ariel Investment Trust: Ariel Appreciation Fund; Investor Class Shares 46% 3 60 0 1.1% 6.64%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 3.59%
FIXED INCOME
Intermediate-Term Bond DBIRX DREY BD MKT IDX BSC 95% 3 60 0 0.4% 3.5%
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares 94% 3 60 0 0.36% 3.84%
Intermediate-Term Bond WOBDX JPMorgan Trust II: JPMorgan Core Bond Fund; Select Class Shares 94% 3 60 0 1.1% 3.68%
Intermediate-Term Bond PRFIX Parnassus Income Funds: Fixed-Income Fund 93% 3 60 0 0.39% 3.41%
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares 65% 3 60 0 0.75% 3.73%
Intermediate-Term Bond PTTAX PIM TOTAL RETURN A 65% 3 60 0 0.8% 3.73%
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds 61% 3 60 0 0.4% 3.25%
Inflation-Protected Bond PRTNX PIM REAL RETURN A 59% 3 60 0 1.37% 2.94%
Average Expense Ratio: 0.81%
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Related Retirement Plans
MEDIATEK USA INC.
Model Portfolios

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*
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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
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