MyPlanIQ 401k Investor RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Sep Acct
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX International Emerging Markets Sep Acct
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified International Separate Account
Foreign Small/Mid Value NAPIX International SmallCap Separate Account
Others
ROOT CASH Money Market Sep Acct
FIXED INCOME
High Yield Bond PYHIX High Yield I Separate Account
Intermediate-Term Bond PMSIX Bond and Mortgage Sep Acct
Intermediate-Term Bond PCBDX Core Plus Bond I Separate Account
US EQUITY
LARGE BLEND PWCIX Capital Appreciation Separate Account
Mid-Cap Growth PGWIX MidCap Growth Separate Account
Small Growth PGRTX SmallCap Growth I Separate Account
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Sep Acct
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX International Emerging Markets Sep Acct
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified International Separate Account
Foreign Small/Mid Value NAPIX International SmallCap Separate Account
Others
ROOT CASH Money Market Sep Acct
FIXED INCOME
High Yield Bond PYHIX High Yield I Separate Account
Intermediate-Term Bond PMSIX Bond and Mortgage Sep Acct
Intermediate-Term Bond PCBDX Core Plus Bond I Separate Account
Intermediate Government PGVIX Government & High Quality Bond Sep Acct
US EQUITY
LARGE BLEND PWCIX Capital Appreciation Separate Account
Mid-Cap Growth PGWIX MidCap Growth Separate Account
Small Growth PGRTX SmallCap Growth I Separate Account
LARGE VALUE PEIIX Equity Income Separate Account
MID-CAP BLEND MPSIX MidCap S&P 400 Index Separate Account
MID-CAP VALUE PVMIX MidCap Value I Separate Account
SMALL BLEND PSSIX SmallCap S&P 600 Index Separate Account
LARGE BLEND PLFIX LargeCap S&P 500 Index Separate Account
SMALL VALUE PPVIX SmallCap Value II Separate Account
SMALL BLEND PLLAX SmallCap Blend Separate Account
LARGE VALUE PVLIX LargeCap Value Separate Account
LARGE GROWTH PPIIX LargeCap Growth II Separate Account
LARGE GROWTH PGLIX LargeCap Growth Separate Account
Total Available Funds: 22
  • 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
REAL ESTATE
REAL ESTATE PIREX Real Estate Securities Sep Acct 81% 1 60 0 1.99% 3.53%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX International Emerging Markets Sep Acct 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified International Separate Account 98% 1 60 0 0.65% 1.59%
Foreign Small/Mid Value NAPIX International SmallCap Separate Account 78% 1 60 0 2.28% 2.12%
Others
ROOT CASH Money Market Sep Acct 0% 1 60 0 NA 4.14%
FIXED INCOME
High Yield Bond PYHIX High Yield I Separate Account 89% 1 60 0 0.61% 7.12%
Intermediate-Term Bond PMSIX Bond and Mortgage Sep Acct 74% 1 60 0 0.88% 3.19%
Intermediate-Term Bond PCBDX Core Plus Bond I Separate Account 0% 1 60 0 0.94% 0%
Intermediate Government PGVIX Government & High Quality Bond Sep Acct 0% 1 60 0 NA NA
US EQUITY
LARGE BLEND PWCIX Capital Appreciation Separate Account 87% 1 60 0 0.77% 0.8%
Mid-Cap Growth PGWIX MidCap Growth Separate Account 85% 1 60 0 0.76% 0%
Small Growth PGRTX SmallCap Growth I Separate Account 84% 1 60 0 1.19% 0%
LARGE VALUE PEIIX Equity Income Separate Account 84% 1 60 0 1.62% 2.85%
MID-CAP BLEND MPSIX MidCap S&P 400 Index Separate Account 81% 1 60 0 0.42% 1.23%
MID-CAP VALUE PVMIX MidCap Value I Separate Account 80% 1 60 0 0.7% 6.49%
SMALL BLEND PSSIX SmallCap S&P 600 Index Separate Account 78% 1 60 0 0.54% 10.04%
LARGE BLEND PLFIX LargeCap S&P 500 Index Separate Account 76% 1 60 0 0.52% 2.38%
SMALL VALUE PPVIX SmallCap Value II Separate Account 73% 1 60 0 1.31% 10.02%
SMALL BLEND PLLAX SmallCap Blend Separate Account 30% 1 60 0 1.62% 0%
LARGE VALUE PVLIX LargeCap Value Separate Account 0% 1 60 0 0.46% 43.23%
LARGE GROWTH PPIIX LargeCap Growth II Separate Account 0% 1 60 0 0.87% 0%
LARGE GROWTH PGLIX LargeCap Growth Separate Account 0% 1 60 0 0.67% 0.17%
Average Expense Ratio: 0.94%
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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 1.8% 9.3% -1.1% 4.5% 4.4% 7.1%

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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:)
The plan consists of 23 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Emerging Market Equity.

This plan is the Capital One's 401K plan on Fidelity.



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