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 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
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 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Moderate Allocation JABAX Janus Balanced T
Conservative Allocation MACJX MFS Conservative Allocation R4
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z
SMALL VALUE JSCVX Perkins Small Cap Value T
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
LARGE GROWTH FINSX Fidelity Advisor New Insights I
LARGE BLEND MITDX MFS Massachusetts Investors Tr R4
LARGE VALUE DDFIX Invesco Diversified Dividend Instl
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
LARGE BLEND DSPIX Dreyfus Basic S&P 500 Stock Index
Mid-Cap Growth HFMTX Hartford Midcap R5
LARGE GROWTH JACTX Janus Forty T
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 89% 3 60 0 0.84% 0.25%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas T 95% 3 60 0 2.06% 1.45%
Foreign Large Growth TIVRX Thornburg International Value R5 93% 3 60 0 1.16% 1.73%
Foreign Large Blend OIDYX Oppenheimer International Diversified Y 91% 3 60 0 1.46% 1.82%
Foreign Small/Mid Blend FKSCX Franklin Intl Small Cap Growth Adv 0% 3 60 0 1.55% 100.18%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 2.27%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 3.83%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 4.22%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 3.36%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 3.95%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 2.37%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 4.04%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 4.08%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 1.97%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 1.78%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 3.86%
Moderate Allocation JABAX Janus Balanced T 90% 3 60 0 0.7% 1.44%
Conservative Allocation MACJX MFS Conservative Allocation R4 89% 3 60 0 0.84% 2.71%
Moderate Allocation TRPBX T. Rowe Price Personal Strat Balanced 83% 3 60 0 0.71% 6.01%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 1.9%
Conservative Allocation FTIWX Fidelity Advisor Asset Manager 20% I 70% 3 60 0 0.82% 3.37%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 83% 3 60 0 0.98% 3.75%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 6.04%
US EQUITY
Small Growth PSCZX Prudential Jennison Small Company Z 93% 3 60 0 0.82% 0.79%
SMALL VALUE JSCVX Perkins Small Cap Value T 92% 3 60 0 1.36% 10.56%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 4.96%
LARGE GROWTH FINSX Fidelity Advisor New Insights I 88% 3 60 0 0.7% 1.28%
LARGE BLEND MITDX MFS Massachusetts Investors Tr R4 88% 3 60 0 0.7% 0.69%
LARGE VALUE DDFIX Invesco Diversified Dividend Instl 87% 3 60 0 0.82% 11.69%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 12.03%
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y 80% 3 60 0 0.79% 1.14%
LARGE BLEND DSPIX Dreyfus Basic S&P 500 Stock Index 77% 3 60 0 0.2% 23.55%
Mid-Cap Growth HFMTX Hartford Midcap R5 26% 3 60 0 0.86% 4.91%
LARGE GROWTH JACTX Janus Forty T 6% 3 60 0 1.64% 0.02%
Average Expense Ratio: 0.92%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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
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