MyPlanIQ 401k Investor Nautilus, Inc. 401(k) Savings Plan

Nautilus, Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT BJBIX Artio International Equity A
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Moderate Allocation RPBAX T. Rowe Price Retirement Balanced Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT BJBIX Artio International Equity A
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Moderate Allocation RPBAX T. Rowe Price Retirement Balanced Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 Fund
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund
SMALL BLEND PRSVX T. Rowe Price Retirement Small-Cap Value Fund
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid-Cap Value Fund
LARGE BLEND PREIX T. Rowe Price Retirement Equity Index 500 Fund
Small Growth WFSIX Tygh Capital Management Small Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Total Available Funds: 16
  • 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
Others
ROOT BJBIX Artio International Equity A 98% 3 60 0 0.9% 0%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 2.96%
Moderate Allocation RPBAX T. Rowe Price Retirement Balanced Fund 86% 3 60 0 0.47% 1.96%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 Fund 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 Fund 65% 3 60 0 0.6% 7.3%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 Fund 63% 3 60 0 1.08% 10.31%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 Fund 60% 3 60 0 0.78% 11.68%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund 100% 3 60 0 0% 0%
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income Fund 97% 3 60 0 1.23% 1.94%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.44%
SMALL BLEND PRSVX T. Rowe Price Retirement Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid-Cap Value Fund 81% 3 60 0 0.83% 7.78%
LARGE BLEND PREIX T. Rowe Price Retirement Equity Index 500 Fund 74% 3 60 0 0.3% 1.34%
Small Growth WFSIX Tygh Capital Management Small Cap Growth Fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.76%
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Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
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5Yr
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10Yr
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15Yr
AR*
Click for Portfolio Details or Follow 3.0% 11.0% 1.6% 6.0% 5.1% 6.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
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3Yr
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5Yr
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10Yr
AR*
15Yr
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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:NLS)
The plan consists of 16 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
Nautilus Inc (Ticker:NLS) has the "Nautilus, Inc. 401(k) Savings Plan".


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