MyPlanIQ 401k Investor HARRIS CORPORATION RETIREMENT PLAN

HARRIS CORPORATION RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX INTERNATIONAL FUND
Others
Target Date 2021-2025 VTTVX LIFECYCLE FUND 2025
Target Date 2041-2045 VTIVX LIFECYCLE FUND 2045
Target Date 2031-2035 VTTHX LIFECYCLE FUND 2035
FIXED INCOME
Intermediate-Term Bond AGG PASSIVE AGGREGATE
FIXED INCOME VBMFX Fixed Income Fund
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
SMALL VALUE VISVX SMALL CAP VALUE
Small Growth VISGX SMALL CAP GROWTH
LARGE GROWTH VWUSX GROWTH FUND
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX INTERNATIONAL FUND
Others
Target Date 2021-2025 VTTVX LIFECYCLE FUND 2025
Target Date 2041-2045 VTIVX LIFECYCLE FUND 2045
Target Date 2031-2035 VTTHX LIFECYCLE FUND 2035
BALANCE FUND VBINX BALANCED FUND
Target Date 2051+ VFFVX LIFECYCLE FUND 2055
Target Date 2046-2050 VFIFX LIFECYCLE FUND 2050
Target Date 2036-2040 VFORX LIFECYCLE FUND 2040
Target Date 2026-2030 VTHRX LIFECYCLE FUND 2030
Target Date 2016-2020 VTWNX LIFECYCLE FUND 2020
FIXED INCOME
Intermediate-Term Bond AGG PASSIVE AGGREGATE
FIXED INCOME VBMFX Fixed Income Fund
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND
US EQUITY
SMALL VALUE VISVX SMALL CAP VALUE
Small Growth VISGX SMALL CAP GROWTH
LARGE GROWTH VWUSX GROWTH FUND
MID-CAP BLEND VIMSX Extended Equity Index Fund
US Large Cap IWB RUSSELL 1000 IDX
LARGE VALUE VIVAX EQUITY INCOME FUND
US EQUITY VTSMX INDEX EQUITY FUND
Total Available Funds: 20
  • 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
INTERNATIONAL EQUITY VGTSX INTERNATIONAL FUND 16% 1 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX LIFECYCLE FUND 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX LIFECYCLE FUND 2045 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX LIFECYCLE FUND 2035 96% 1 60 0 0.08% 2.34%
BALANCE FUND VBINX BALANCED FUND 93% 1 60 0 0.07% 1.83%
Target Date 2051+ VFFVX LIFECYCLE FUND 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX LIFECYCLE FUND 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX LIFECYCLE FUND 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX LIFECYCLE FUND 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX LIFECYCLE FUND 2020 66% 1 60 0 0.08% 4.48%
FIXED INCOME
Intermediate-Term Bond AGG PASSIVE AGGREGATE 100% 1 60 0 0.03% 3.24%
FIXED INCOME VBMFX Fixed Income Fund 100% 1 60 0 0.15% 3.15%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE FUND 16% 1 60 0 NA 27.03%
US EQUITY
SMALL VALUE VISVX SMALL CAP VALUE 100% 1 60 0 0.06% 1.97%
Small Growth VISGX SMALL CAP GROWTH 100% 1 60 0 0.07% 0.54%
LARGE GROWTH VWUSX GROWTH FUND 99% 1 60 0 0.3% 0.25%
MID-CAP BLEND VIMSX Extended Equity Index Fund 97% 1 60 0 0.04% 1.35%
US Large Cap IWB RUSSELL 1000 IDX 97% 1 60 0 0.15% 1.23%
LARGE VALUE VIVAX EQUITY INCOME FUND 96% 1 60 0 0.05% 2.23%
US EQUITY VTSMX INDEX EQUITY FUND 94% 1 60 0 0.03% 1.26%
Average Expense Ratio: 0.09%
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Related Retirement Plans
HARRIS INVESTMENTS, 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 6.6% 22.5% 8.6% 11.1% 7.8% 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(Ticker:HRS)
The plan consists of 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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