MyPlanIQ 401k Investor RadiSys Corporation 401(k) Savings Plan

RadiSys Corporation 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Registered investment company
Foreign Large Blend POVSX Putnam International Equity Fund Registered investment company
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund Registered investment company
Moderate Allocation JABAX Janus Balanced Fund Registered investment company
Technology DRGTX Allianz RCM Global Technology Fund Registered investment company
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Total Return Fund Registered investment company
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund Collective trust fund
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund Collective trust fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Registered investment company
Mid-Cap Growth ARTMX Artisan Mid Cap Fund Registered investment company
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund Registered investment company
Foreign Large Blend POVSX Putnam International Equity Fund Registered investment company
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund Registered investment company
Moderate Allocation JABAX Janus Balanced Fund Registered investment company
Technology DRGTX Allianz RCM Global Technology Fund Registered investment company
Conservative Allocation PACAX Putnam Asset Allocation Conservative Portfolio Registered investment company
Moderate Allocation PABAX Putnam Asset Allocation Balanced Portfolio Registered investment company
ROOT CASH Federated Money Mkt Fund Money market fund
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Total Return Fund Registered investment company
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund Collective trust fund
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund Collective trust fund
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Registered investment company
Mid-Cap Growth ARTMX Artisan Mid Cap Fund Registered investment company
LARGE VALUE BVEFX Becker Value Equity Fund Registered investment company
LARGE GROWTH RGAFX Growth Fund of Amer Registered investment company
LARGE VALUE WPVLX Weitz Partners Value Fund Registered investment company
LARGE VALUE PEQRX Putnam Equity Income Fund Registered investment company
SMALL VALUE FRVLX Franklin Templeton Small Cap Fund Registered investment company
LARGE BLEND PASRX Putnam Asset Allocation Growth Portfolio Registered investment company
Total Available Funds: 19
  • 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 HAINX Harbor International Fund Registered investment company 99% 3 60 0 1.02% 3.47%
Foreign Large Blend POVSX Putnam International Equity Fund Registered investment company 37% 3 60 0 1.25% 0%
Others
Moderate Allocation DODBX Dodge Cox Balanced Fund Registered investment company 93% 3 60 0 0.42% 2.56%
Moderate Allocation JABAX Janus Balanced Fund Registered investment company 91% 3 60 0 0.7% 3.12%
Technology DRGTX Allianz RCM Global Technology Fund Registered investment company 58% 3 60 0 1.17% 11.51%
Conservative Allocation PACAX Putnam Asset Allocation Conservative Portfolio Registered investment company 44% 3 60 0 0.98% 1.94%
Moderate Allocation PABAX Putnam Asset Allocation Balanced Portfolio Registered investment company 40% 3 60 0 1.19% 1.13%
ROOT CASH Federated Money Mkt Fund Money market fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Total Return Fund Registered investment company 80% 3 60 0 1.37% 4.44%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund Collective trust fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE BLEND VFINX Putnam S P 500 Index Fund Collective trust fund 98% 3 60 0 0.14% 1.27%
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Registered investment company 96% 3 60 0 0.84% 0%
Mid-Cap Growth ARTMX Artisan Mid Cap Fund Registered investment company 88% 3 60 0 0.96% 0%
LARGE VALUE BVEFX Becker Value Equity Fund Registered investment company 86% 3 60 0 0.78% 11.87%
LARGE GROWTH RGAFX Growth Fund of Amer Registered investment company 75% 3 60 0 0.63% 0.75%
LARGE VALUE WPVLX Weitz Partners Value Fund Registered investment company 70% 3 60 0 1.09% 1.84%
LARGE VALUE PEQRX Putnam Equity Income Fund Registered investment company 59% 3 60 0 1.14% 5.1%
SMALL VALUE FRVLX Franklin Templeton Small Cap Fund Registered investment company 55% 3 60 0 1.73% 0.35%
LARGE BLEND PASRX Putnam Asset Allocation Growth Portfolio Registered investment company 53% 3 60 0 0.78% 0%
Average Expense Ratio: 0.95%
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Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 7.6% 24.1% 10.8% 11.0% 7.3% 8.4%

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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:RSYS)
The plan consists of 19 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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