MyPlanIQ 401k Investor PLANTRONICS, INC. 401(k) PLAN

PLANTRONICS, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Growth AWPIX AllianceBernstein International Growth Fund
WORLD STOCK MGFAX MassMutual OFI Premier Global
Others
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Money Market Holding Account
ROOT CASH Babson Capital Premier Money Market Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE CVFYX Pioneer Cullen Value Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Growth AWPIX AllianceBernstein International Growth Fund
WORLD STOCK MGFAX MassMutual OFI Premier Global
Others
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Money Market Holding Account
ROOT CASH Babson Capital Premier Money Market Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE CVFYX Pioneer Cullen Value Fund
LARGE BLEND MIEZX MassMutual Select Indexed Equity Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
LARGE BLEND ISFIX Davis New York Venture Fund
Small Growth JSCRX Jennison Small Company Fund
LARGE GROWTH RGAEX American Funds Growth Fund of America (R4)
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund
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 PHRIX Virtus Real Estate Securities Fund 58% 3 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
Foreign Large Growth AWPIX AllianceBernstein International Growth Fund 82% 3 60 0 1.49% 0%
WORLD STOCK MGFAX MassMutual OFI Premier Global 48% 3 60 0 1.56% 31.14%
Others
Moderate Allocation FPURX Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
ROOT CASH Money Market Holding Account 0% 1 60 0 NA 4.14%
ROOT CASH Babson Capital Premier Money Market Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 1.89%
LARGE VALUE CVFYX Pioneer Cullen Value Fund 83% 3 60 0 0.45% 3.04%
LARGE BLEND MIEZX MassMutual Select Indexed Equity Fund 77% 3 60 0 0.72% 1.19%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 1.47%
LARGE BLEND ISFIX Davis New York Venture Fund 68% 3 60 0 0.95% 44.32%
Small Growth JSCRX Jennison Small Company Fund 43% 3 60 0 0.82% 0.3%
LARGE GROWTH RGAEX American Funds Growth Fund of America (R4) 39% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 0.94%
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Related Retirement Plans
PLANTRONICS, INC. 401(K) 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

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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:PLT)
The plan consists of 18 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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