MyPlanIQ 401k Investor PLEXUS CORP. 401(k) SAVINGS PLAN

PLEXUS CORP. 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Lazard Emerging Mkts Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Value TRIGX T. Rowe Price Retirement Intl. G/I
Others
Conservative Allocation MACIX MFS Conservative Allocation
Moderate Allocation MMAIX MFS Moderate Allocation
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Value-M Fund Collective Tr Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement Blue Chip Growth
LARGE BLEND MGWIX MFS Growth Allocation
SMALL VALUE CSCZX Columbia Small Cap Value I
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Lazard Emerging Mkts Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth
Foreign Large Value TRIGX T. Rowe Price Retirement Intl. G/I
Others
Conservative Allocation MACIX MFS Conservative Allocation
Moderate Allocation MMAIX MFS Moderate Allocation
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Value-M Fund Collective Tr Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement Blue Chip Growth
LARGE BLEND MGWIX MFS Growth Allocation
SMALL VALUE CSCZX Columbia Small Cap Value I
LARGE GROWTH MIAGX MFS Aggressive Growth Allocation
LARGE VALUE AADEX American Beacon Large Cap Value
LARGE BLEND VINIX Vanguard Institutional Index
Small Growth PSCPX Columbia Small Cap Growth II
Total Available Funds: 15
  • 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 TRREX T. Rowe Price Retirement Real Estate 67% 3 60 0 1.09% 11.77%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Lazard Emerging Mkts Inst 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American EuroPacific Growth 94% 3 60 0 0.84% 1.86%
Foreign Large Value TRIGX T. Rowe Price Retirement Intl. G/I 77% 3 60 0 0% 2.64%
Others
Conservative Allocation MACIX MFS Conservative Allocation 90% 3 60 0 0.84% 2.71%
Moderate Allocation MMAIX MFS Moderate Allocation 86% 3 60 0 0.9% 2.21%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index 100% 3 60 0 0.15% 3.15%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Value-M Fund Collective Tr Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE BLEND MGWIX MFS Growth Allocation 90% 3 60 0 0.69% 4.26%
SMALL VALUE CSCZX Columbia Small Cap Value I 89% 3 60 0 1.24% 0.68%
LARGE GROWTH MIAGX MFS Aggressive Growth Allocation 83% 3 60 0 1.75% 3.93%
LARGE VALUE AADEX American Beacon Large Cap Value 78% 3 60 0 0.94% 1.65%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
Small Growth PSCPX Columbia Small Cap Growth II 0% 3 60 0 1.12% 0%
Average Expense Ratio: 0.78%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
PLEXUS CORP. 401(K) RETIREMENT PLAN
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 5.8% 22.1% 8.7% 9.7% 7.5% 8.5%

Sign up or Login first to get rebalance emails for this portfolio

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(Ticker:PLXS)
The plan consists of 15 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.