MyPlanIQ 401k Investor Bio-Rad Laboratories Inc. 401(k) Profit Sharing Plan

Bio-Rad Laboratories Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGRIX American Century Intl Growth Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Aggressive Allocation AAAIX American Century Strat Allc: Agrsv Inst
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl
Moderate Allocation JBALX Janus Balanced I
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corp Bd Instl
Intermediate Government AGMNX American Century Ginnie Mae Instl
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Instl
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGRIX American Century Intl Growth Instl
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
Others
Aggressive Allocation AAAIX American Century Strat Allc: Agrsv Inst
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl
Moderate Allocation JBALX Janus Balanced I
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Instl
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
Retirement Income JSIIX JPMorgan SmartRetirement Income Instl
Health PRHSX T. Rowe Price Health Sciences
Technology DRGTX Allianz RCM Technology Instl
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corp Bd Instl
Intermediate Government AGMNX American Century Ginnie Mae Instl
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Instl
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Mid-Cap Growth MERDX Meridian Growth
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND PRILX Parnassus Equity Income - Inst
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE BLEND RFNGX American Funds Fundamental Investors R6
LARGE GROWTH JRAIX Janus Research I
LARGE GROWTH FKCAX Franklin Flex Cap Growth Adv
LARGE VALUE HMVMX HighMark Value Fiduciary
SMALL BLEND RLPIX Royce Low Priced Stock Instl
Total Available Funds: 28
  • 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 Growth TGRIX American Century Intl Growth Instl 86% 3 60 0 0.13% 0%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 29% 3 60 0 0.07% 3.33%
Others
Aggressive Allocation AAAIX American Century Strat Allc: Agrsv Inst 95% 3 60 0 1.05% 5.09%
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl 92% 3 60 0 0.67% 1.56%
Moderate Allocation JBALX Janus Balanced I 92% 3 60 0 0.7% 3.29%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Instl 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl 74% 3 60 0 0.62% 2.8%
Retirement Income JSIIX JPMorgan SmartRetirement Income Instl 63% 3 60 0 0.86% 2.59%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Technology DRGTX Allianz RCM Technology Instl 58% 3 60 0 1.17% 11.51%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corp Bd Instl 90% 3 60 0 1.44% 3.99%
Intermediate Government AGMNX American Century Ginnie Mae Instl 66% 3 60 0 0.44% 3.41%
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Instl 93% 3 60 0 1% 0.25%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 1.13%
Mid-Cap Growth MERDX Meridian Growth 88% 3 60 0 0.85% 12.33%
LARGE BLEND VITSX Vanguard Total Stock Market Idx Instl 82% 3 60 0 0.03% 1.35%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
LARGE BLEND PRILX Parnassus Equity Income - Inst 61% 3 60 0 0.61% 6.24%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 3 60 0 0.3% 0%
LARGE BLEND RFNGX American Funds Fundamental Investors R6 20% 3 60 0 0.28% 1.87%
LARGE GROWTH JRAIX Janus Research I 3% 3 60 0 0.52% 3.39%
LARGE GROWTH FKCAX Franklin Flex Cap Growth Adv 0% 3 60 0 0.73% 0%
LARGE VALUE HMVMX HighMark Value Fiduciary 0% 3 60 0 1% 0.18%
SMALL BLEND RLPIX Royce Low Priced Stock Instl 0% 3 60 0 1.19% 5.95%
Average Expense Ratio: 0.66%
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Related Retirement Plans
BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN
Model Portfolios

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
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