MyPlanIQ 401k Investor FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN

FLOW INTERNATIONAL CORPORATION VOLUNTARY PENSION AND SALARY DEFERRAL PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund Class A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal
LARGE BLEND NYVTX Davis New York Venture Fund Class A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OPGIX Oppenheimer Global Fund Class A
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal
LARGE BLEND NYVTX Davis New York Venture Fund Class A
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
LARGE VALUE ACGIX Van Kampen Growth & Income Fund Class A
LARGE GROWTH AGTHX American Funds The Growth Fund of America Class A
LARGE VALUE AWSHX American Funds Washington Mutual Investors Fund Class A
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund
Total Available Funds: 16
  • 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 OPGIX Oppenheimer Global Fund Class A 66% 3 60 0 1.11% 0%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund Class A 57% 3 60 0 0.9% 3.59%
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV 69% 3 60 0 0.99% 4.19%
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 ADV 67% 3 60 0 0.6% 5.75%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV 67% 3 60 0 1.08% 6.19%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV 62% 3 60 0 0.78% 6.64%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return Fund Class A 65% 3 60 0 0.8% 3.69%
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund 16% 3 60 0 NA 29.23%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund Signal 98% 3 60 0 0.14% 1.56%
LARGE BLEND NYVTX Davis New York Venture Fund Class A 92% 3 60 0 1.75% 8.72%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A 56% 3 60 0 0.89% 12.56%
LARGE VALUE ACGIX Van Kampen Growth & Income Fund Class A 55% 3 60 0 0.53% 13.38%
LARGE GROWTH AGTHX American Funds The Growth Fund of America Class A 41% 3 60 0 0.3% 8.34%
LARGE VALUE AWSHX American Funds Washington Mutual Investors Fund Class A 39% 3 60 0 0.26% 6.63%
MID-CAP BLEND VEMSX Vanguard Extended Market Index Fund Signal 0% 3 60 0 0.14% 1.15%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Fund 0% 3 60 0 1.26% 13.78%
Average Expense Ratio: 0.77%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 11.7% 28.5% 7.7% 10.1% 7.4% 8.6%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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(Ticker:FLOW)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.