MyPlanIQ 401k Investor Garmin International Inc. 401k and Pension Plan

Garmin International Inc. 401k and Pension Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
REAL ESTATE
REAL ESTATE OBRTX Old Mutual Heitman REIT Z
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Foreign Large Value JNUSX JPMorgan International Value I
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
Intermediate-Term Bond PRCIX T. Rowe Price New Income
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
REAL ESTATE
REAL ESTATE OBRTX Old Mutual Heitman REIT Z
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y
Foreign Large Value JNUSX JPMorgan International Value I
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 OAKBX Oakmark Equity & Income I
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
ROOT PRRXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PRCIX T. Rowe Price New Income
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE PRFDX T. Rowe Price Equity Income
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value
LARGE BLEND VINIX Vanguard Institutional Index Instl
Mid-Cap Growth ACRNX Columbia Acorn Z
SMALL BLEND VSISX Vanguard Small Cap Index Signal
Small Growth VISCX Invesco Van Kampen Small Cap Gr Y
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Total Available Funds: 32
  • 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 LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 4.97%
REAL ESTATE
REAL ESTATE OBRTX Old Mutual Heitman REIT Z 0% 3 60 0 1.19% 12.1%
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Y 92% 3 60 0 1.1% 0.87%
Foreign Large Value JNUSX JPMorgan International Value I 82% 3 60 0 1.5% 3.39%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 7.59%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 2.74%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 11.87%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 10.48%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 11.16%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 2.96%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 6.57%
ROOT PRRXX 0% 3 60 0 0.58% NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PRCIX T. Rowe Price New Income 90% 3 60 0 1.08% 4.01%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 1.89%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
SMALL BLEND PRSVX T. Rowe Price Small-Cap Value 85% 3 60 0 1.17% 3.33%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 15.5%
MID-CAP VALUE TRMCX T. Rowe Price Mid-Cap Value 81% 3 60 0 0.83% 7.78%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
Small Growth VISCX Invesco Van Kampen Small Cap Gr Y 0% 3 60 0 1.08% 0%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.87%
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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 0.0% 9.2% 4.4% 7.2% 5.1% 7.8%

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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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