MyPlanIQ 401k Investor REC Silicon Inc. 401(k) and Savings Plan

REC Silicon Inc. 401(k) and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Growth TIVRX Thornburg International Value R5
Foreign Large Blend OIDYX Oppenheimer International Diversified Y
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Growth TIVRX Thornburg International Value R5
Foreign Large Blend OIDYX Oppenheimer International Diversified Y
Foreign Small/Mid Blend FKSCX Franklin Intl Small Cap Growth Adv
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Moderate Allocation JABAX Janus Balanced T
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Conservative Allocation MACJX MFS Conservative Allocation R4
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% I
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
LARGE BLEND DSPIX Dreyfus Basic S&P 500 Stock Index
LARGE GROWTH FINSX Fidelity Advisor New Insights I
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
LARGE BLEND MITDX MFS Massachusetts Investors Tr R4
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE GROWTH JACTX Janus Forty T
SMALL VALUE JSCVX Perkins Small Cap Value T
Mid-Cap Growth HFMTX Hartford Midcap R5
LARGE VALUE DDFIX Invesco Diversified Dividend Instl
Total Available Funds: 35
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 11% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T 97% 3 60 0 2.06% 2.7%
Foreign Large Growth TIVRX Thornburg International Value R5 82% 3 60 0 1.16% 1.89%
Foreign Large Blend OIDYX Oppenheimer International Diversified Y 4% 3 60 0 1.46% 13.08%
Foreign Small/Mid Blend FKSCX Franklin Intl Small Cap Growth Adv 0% 3 60 0 1.55% 111.15%
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 10.48%
Retirement Income TRRIX T. Rowe Price Retirement Income 100% 3 60 0 0.34% 2.96%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 100% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 99% 3 60 0 1.05% 11.24%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 98% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 96% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 95% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 95% 3 60 0 0.34% 2.74%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 91% 3 60 0 0.6% 7.59%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 87% 3 60 0 1.12% 6.6%
Moderate Allocation JABAX Janus Balanced T 85% 3 60 0 0.7% 3.12%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 84% 3 60 0 1.14% 5.91%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 84% 3 60 0 0.63% 6.57%
Conservative Allocation MACJX MFS Conservative Allocation R4 83% 3 60 0 0.84% 2.74%
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% I 41% 3 60 0 0.82% 4.97%
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced 41% 3 60 0 0.71% 7.06%
FIXED INCOME
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 85% 3 60 0 0.98% 4.28%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 76% 3 60 0 0.83% 3.98%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 4.14%
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z 87% 3 60 0 0.82% 0.51%
LARGE BLEND DSPIX Dreyfus Basic S&P 500 Stock Index 82% 3 60 0 0.2% 1.31%
LARGE GROWTH FINSX Fidelity Advisor New Insights I 82% 3 60 0 0.7% 0.39%
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y 69% 3 60 0 0.79% 1.73%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 61% 3 60 0 1.08% 3.11%
LARGE BLEND MITDX MFS Massachusetts Investors Tr R4 55% 3 60 0 0.7% 0.95%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 54% 3 60 0 1.14% 1.22%
LARGE GROWTH JACTX Janus Forty T 52% 3 60 0 1.64% 9.08%
SMALL VALUE JSCVX Perkins Small Cap Value T 22% 3 60 0 1.36% 9.58%
Mid-Cap Growth HFMTX Hartford Midcap R5 19% 3 60 0 0.86% 1.79%
LARGE VALUE DDFIX Invesco Diversified Dividend Instl 14% 3 60 0 0.82% 1.98%
Average Expense Ratio: 0.92%
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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*
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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.


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