MyPlanIQ 401k Investor ARRIS GROUP INC. EMPLOYEE SAVINGS PLAN

ARRIS GROUP INC. EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Z
Foreign Large Blend TIVRX Thornburg International Value R5
WORLD STOCK RWIEX American Funds Cap Wld Growth Income R4
Others
Retirement Income MLLJX MFS Investment Management MFS Lifetime rtmt Income R4
Moderate Allocation OAKBX Oakmark Equity Income Fund
Target Date 2050+ WFQFX Wells Fargo Adv DJ Target 2050 I
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE BLEND VINIX Vanguard Institutional Index
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE REACX American Century Real Estate Inv
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Z
Foreign Large Blend TIVRX Thornburg International Value R5
WORLD STOCK RWIEX American Funds Cap Wld Growth Income R4
Others
Retirement Income MLLJX MFS Investment Management MFS Lifetime rtmt Income R4
Moderate Allocation OAKBX Oakmark Equity Income Fund
Target Date 2050+ WFQFX Wells Fargo Adv DJ Target 2050 I
Target Date 2041-2045 WFQPX Wells Fargo Adv DJ Target 2045 I
Retirement Income WOTDX Wells Fargo Adv DJ Target Today I
Target Date 2021-2025 WFTYX Wells Fargo Adv DJ Target 2025 I
Target Date 2031-2035 WFQRX Wells Fargo Adv DJ Target 2035 I
Target Date 2011-2015 WFSCX Wells Fargo Adv DJ Target 2015 I
Target Date 2000-2010 WFOAX Wells Fargo Adv DJ Target 2010 I
Target Date 2036-2040 WFOSX Wells Fargo Adv DJ Target 2040 I
Target Date 2016-2020 WFOBX Wells Fargo Adv DJ Target 2020 I
Target Date 2026-2030 WFOOX Wells Fargo Adv DJ Target 2030 I
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE BLEND VINIX Vanguard Institutional Index
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE VALUE MDDVX Blackrock Equity Dividend Fund A
Small Growth CSGEX Blackrock Small Cap Growth Equity Port A
LARGE GROWTH RGAEX American Funds Growth Fund R4
MID-CAP BLEND QVSCX Oppenheimer Small Midcap Value A
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin
Short-Term Bond OIDSX Dwight Asset Management Fixed Fund-Institutional
Total Available Funds: 25
  • 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 REACX American Century Real Estate Inv 69% 3 60 0 0.8% 1.81%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn Fund Z 99% 3 60 0 1.48% 3.33%
Foreign Large Blend TIVRX Thornburg International Value R5 93% 3 60 0 1.16% 1.83%
WORLD STOCK RWIEX American Funds Cap Wld Growth Income R4 63% 3 60 0 0.53% 1.42%
Others
Retirement Income MLLJX MFS Investment Management MFS Lifetime rtmt Income R4 95% 3 60 0 0.7% 4.89%
Moderate Allocation OAKBX Oakmark Equity Income Fund 91% 3 60 0 0.83% 1.63%
Target Date 2050+ WFQFX Wells Fargo Adv DJ Target 2050 I 0% 3 60 0 0.85% 23.55%
Target Date 2041-2045 WFQPX Wells Fargo Adv DJ Target 2045 I 0% 3 60 0 0.6% 23%
Retirement Income WOTDX Wells Fargo Adv DJ Target Today I 0% 3 60 0 0.6% 10.09%
Target Date 2021-2025 WFTYX Wells Fargo Adv DJ Target 2025 I 0% 3 60 0 0.29% 15.92%
Target Date 2031-2035 WFQRX Wells Fargo Adv DJ Target 2035 I 0% 3 60 0 0.49% 17.95%
Target Date 2011-2015 WFSCX Wells Fargo Adv DJ Target 2015 I 0% 3 60 0 0.6% 12.81%
Target Date 2000-2010 WFOAX Wells Fargo Adv DJ Target 2010 I 0% 3 60 0 1.35% 9.97%
Target Date 2036-2040 WFOSX Wells Fargo Adv DJ Target 2040 I 0% 3 60 0 0.49% 18.78%
Target Date 2016-2020 WFOBX Wells Fargo Adv DJ Target 2020 I 0% 3 60 0 0.49% 14.03%
Target Date 2026-2030 WFOOX Wells Fargo Adv DJ Target 2030 I 0% 3 60 0 0.29% 16.45%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A 92% 3 60 0 1.75% 1.62%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 0.74%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 3 60 0 1.13% 0.8%
LARGE VALUE MDDVX Blackrock Equity Dividend Fund A 56% 3 60 0 1% 1.7%
Small Growth CSGEX Blackrock Small Cap Growth Equity Port A 53% 3 60 0 1% 0.2%
LARGE GROWTH RGAEX American Funds Growth Fund R4 39% 3 60 0 0.3% 0.41%
MID-CAP BLEND QVSCX Oppenheimer Small Midcap Value A 0% 3 60 0 1.16% 13.38%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Admin 66% 3 60 0 0.8% 2.64%
Short-Term Bond OIDSX Dwight Asset Management Fixed Fund-Institutional 0% 3 60 0 NA 1.85%
Average Expense Ratio: 0.78%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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:ARRS)
The plan consists of 27 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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