MyPlanIQ 401k Investor BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE SAVINGS PLAN

BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OppenheimerFunds Inc. Oppenheimer Developing Mkts Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Capital Research & Management Company American Funds Europacific Growth Fund Class R-4
Others
Moderate Allocation WEBAX Westwood Management Corp. GAMCO Westwood Balanced Fund Class AAA
US EQUITY
LARGE BLEND DGAGX The Dreyfus Corporation Dreyfus app Fund Inc.
MID-CAP VALUE ARTQX Artisan Partners Holdings LP Artisan Mid Cap Value Fund
SMALL VALUE ACVIX American Century Capital Portfolios Inc. American Century Small Cap Value Fund Investor Class
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company LLC Pacific Investment Management Company Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE The Bank of NY Mellon Corporation Mellon Stable Value Fund - Series I
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX OppenheimerFunds Inc. Oppenheimer Developing Mkts Fund Class A
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Capital Research & Management Company American Funds Europacific Growth Fund Class R-4
Others
Moderate Allocation WEBAX Westwood Management Corp. GAMCO Westwood Balanced Fund Class AAA
US EQUITY
LARGE BLEND DGAGX The Dreyfus Corporation Dreyfus app Fund Inc.
MID-CAP VALUE ARTQX Artisan Partners Holdings LP Artisan Mid Cap Value Fund
SMALL VALUE ACVIX American Century Capital Portfolios Inc. American Century Small Cap Value Fund Investor Class
Small Growth OGGFX JPMorgan Investment Advisors Inc. JPMorgan Small Cap Equity Fund Select Class
LARGE BLEND VINIX Prudential rtmt Insurance & Annuity Company Dryden S P 500 Index Fund
Mid-Cap Growth JGASX J.P. Morgan Investment Management Inc. JPMorgan Growth Adv Fund Select Class
LARGE VALUE MEIHX MFS,Investment Management MFS Value Fund Class R-3
Small Growth ORIGX Pioneer Investment Management Inc. Pioneer Oak Ridge Small Cap Growth Fund Class A
LARGE GROWTH PTWAX Prudential Investments LLC Prudential Jennison 20/20 Focus Fund Class A
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company LLC Pacific Investment Management Company Total Return Fund Class A
SHORT GOVERNMENT STABLEVALUE The Bank of NY Mellon Corporation Mellon Stable Value Fund - Series I
Total Available Funds: 14
  • 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 ODMAX OppenheimerFunds Inc. Oppenheimer Developing Mkts Fund Class A 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Capital Research & Management Company American Funds Europacific Growth Fund Class R-4 94% 3 60 0 0.84% 3.63%
Others
Moderate Allocation WEBAX Westwood Management Corp. GAMCO Westwood Balanced Fund Class AAA 42% 3 60 0 2.16% 3.72%
US EQUITY
LARGE BLEND DGAGX The Dreyfus Corporation Dreyfus app Fund Inc. 97% 3 60 0 0.66% 7.66%
MID-CAP VALUE ARTQX Artisan Partners Holdings LP Artisan Mid Cap Value Fund 91% 3 60 0 1.05% 17.26%
SMALL VALUE ACVIX American Century Capital Portfolios Inc. American Century Small Cap Value Fund Investor Class 90% 3 60 0 1.34% 1.11%
Small Growth OGGFX JPMorgan Investment Advisors Inc. JPMorgan Small Cap Equity Fund Select Class 88% 3 60 0 1.24% 0%
LARGE BLEND VINIX Prudential rtmt Insurance & Annuity Company Dryden S P 500 Index Fund 78% 3 60 0 0.02% 2.73%
Mid-Cap Growth JGASX J.P. Morgan Investment Management Inc. JPMorgan Growth Adv Fund Select Class 66% 3 60 0 1.05% 0.54%
LARGE VALUE MEIHX MFS,Investment Management MFS Value Fund Class R-3 55% 3 60 0 0.8% 8.39%
Small Growth ORIGX Pioneer Investment Management Inc. Pioneer Oak Ridge Small Cap Growth Fund Class A 52% 3 60 0 1.6% 64.63%
LARGE GROWTH PTWAX Prudential Investments LLC Prudential Jennison 20/20 Focus Fund Class A 0% 3 60 0 1.2% 0.04%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company LLC Pacific Investment Management Company Total Return Fund Class A 66% 3 60 0 0.8% 3.85%
SHORT GOVERNMENT STABLEVALUE The Bank of NY Mellon Corporation Mellon Stable Value Fund - Series I 16% 3 60 0 NA 27.03%
Average Expense Ratio: 1.05%
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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 8.4% 22.0% 6.7% 9.4% 6.5% 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(Ticker:BHE)
The plan consists of 16 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.
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