MyPlanIQ 401k Investor USANA Health Sciences 401(k) Plan

USANA Health Sciences 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX New World of America
INTERNATIONAL EQUITY
WORLD STOCK RSLFX SMALLCAP World Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund
Others
Moderate Allocation RLBFX American Balanced Fund
Target Date 2050+ AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
FIXED INCOME
SHORT GOVERNMENT SNGVX U.S. Government Securities Fund
High Yield Bond FJSIX American High-Income Trust
Intermediate-Term Bond CFAAX The Bond Fund of America
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX New World of America
INTERNATIONAL EQUITY
WORLD STOCK RSLFX SMALLCAP World Fund
Foreign Large Blend AEPGX EuroPacific Growth Fund
Others
Moderate Allocation RLBFX American Balanced Fund
Target Date 2050+ AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A
Moderate Allocation CIMAX The Income Fund of America
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A
EQUITY WM Washington Mutual Investors Fund
FIXED INCOME
SHORT GOVERNMENT SNGVX U.S. Government Securities Fund
High Yield Bond FJSIX American High-Income Trust
Intermediate-Term Bond CFAAX The Bond Fund of America
US EQUITY
LARGE GROWTH CGFFX The Growth Fund of America
Total Available Funds: 19
  • 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 NEWFX New World of America 54% 3 60 0 1.03% 2.5%
INTERNATIONAL EQUITY
WORLD STOCK RSLFX SMALLCAP World Fund 88% 3 60 0 0.66% 0%
Foreign Large Blend AEPGX EuroPacific Growth Fund 58% 3 60 0 0.9% 3.64%
Others
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.64%
Target Date 2050+ AALTX American Funds Trgt Date Ret 2050 A 61% 3 60 0 0.73% 5.96%
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A 51% 3 60 0 0.72% 5.72%
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A 50% 3 60 0 0.3% 3.44%
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A 49% 3 60 0 0.35% 4.72%
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A 47% 3 60 0 0.32% 3.58%
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A 44% 3 60 0 0.28% 3.18%
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A 41% 3 60 0 1.46% 5.45%
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A 39% 3 60 0 0.33% 3.9%
Moderate Allocation CIMAX The Income Fund of America 38% 3 60 0 0.69% 3.68%
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A 32% 3 60 0 0.3% 3.63%
EQUITY WM Washington Mutual Investors Fund 0% 3 60 0 NA 1.6%
FIXED INCOME
SHORT GOVERNMENT SNGVX U.S. Government Securities Fund 72% 3 60 0 0.8% 3.23%
High Yield Bond FJSIX American High-Income Trust 56% 3 60 0 0.75% 6.72%
Intermediate-Term Bond CFAAX The Bond Fund of America 39% 3 60 0 0.33% 3.48%
US EQUITY
LARGE GROWTH CGFFX The Growth Fund of America 75% 3 60 0 0.63% 0.67%
Average Expense Ratio: 0.6%
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Related Retirement Plans
USANA HEALTH SCIENCES 401(K) 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 0.7% 10.8% 1.7% 8.3% 6.7% 8.4%

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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:USNA)
The plan consists of 19 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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