MyPlanIQ 401k Investor ABAXIS 401K PLAN

ABAXIS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Mutual Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Mutual Fund
WORLD STOCK RSLFX American Funds Smallcap World Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Mutual Fund
LARGE VALUE DODGX Dodge Cox Stock Mutual Fund
LARGE BLEND NYVTX Davis NY Venture Mutual Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Mutual Fund
Foreign Large Blend CEUFX American Funds EuroPacific Growth Mutual Fund
WORLD STOCK RSLFX American Funds Smallcap World Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund
ROOT CASH TD Bank USA Money Mkt Money Mkt
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Mutual Fund
LARGE VALUE DODGX Dodge Cox Stock Mutual Fund
LARGE BLEND NYVTX Davis NY Venture Mutual Fund
Small Growth HIASX Hartford Small Company Mutual Fund
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Mutual Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Mutual Fund
LARGE BLEND FSMAX Fidelity Spartan 500 Index Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Mutual Fund
LARGE GROWTH CGFAX American Funds the Growth Fund of Amer Mutual Fund
SMALL BLEND RLPHX Royce Low-Priced Stock
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index-Total Bond Mkt Mutual Fund
Intermediate Government VFITX Vanguard interm-Term U.S. Treasury Mutual Fund
Intermediate-Term Bond PTTRX Pimco Total Return Mutual Fund
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value Stable Value Fund
Total Available Funds: 29
  • 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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Mutual Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend CEUFX American Funds EuroPacific Growth Mutual Fund 94% 3 60 0 0.9% 3.89%
WORLD STOCK RSLFX American Funds Smallcap World Mutual Fund 88% 3 60 0 0.66% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund 0% 3 60 0 NA 2.78%
ROOT CASH TD Bank USA Money Mkt Money Mkt 0% 1 60 0 NA 4.14%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small-Cap Value Mutual Fund 93% 3 60 0 0.91% 1.89%
LARGE VALUE DODGX Dodge Cox Stock Mutual Fund 93% 3 60 0 0.52% 4.95%
LARGE BLEND NYVTX Davis NY Venture Mutual Fund 92% 3 60 0 1.75% 8.07%
Small Growth HIASX Hartford Small Company Mutual Fund 88% 3 60 0 1.04% 0%
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Mutual Fund 85% 3 60 0 0.88% 0%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Mutual Fund 75% 3 60 0 0.1% 0%
LARGE BLEND FSMAX Fidelity Spartan 500 Index Mutual Fund 69% 3 60 0 0.03% 1.13%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Mutual Fund 67% 3 60 0 0.82% 4.25%
LARGE GROWTH CGFAX American Funds the Growth Fund of Amer Mutual Fund 39% 3 60 0 0.3% 0%
SMALL BLEND RLPHX Royce Low-Priced Stock 0% 3 60 0 1.26% 6.51%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index-Total Bond Mkt Mutual Fund 100% 3 60 0 0.15% 3.15%
Intermediate Government VFITX Vanguard interm-Term U.S. Treasury Mutual Fund 97% 3 60 0 0.2% 3.38%
Intermediate-Term Bond PTTRX Pimco Total Return Mutual Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value Stable Value Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.45%
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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:ABAX)
The plan consists of 30 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are Commodity, US Equity, Foreign Equity and Fixed Income.


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