MyPlanIQ 401k Investor Magma Design Automation 401K

Magma Design Automation 401K Investment Model Portfolios

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MAGMA DESIGN AUTOMATION 401K PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
WORLD STOCK OPPAX Oppenheimer Global A
Others
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Multisector Bond LBFAX Loomis Sayles Bond Admin
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE JMCVX Perkins Mid Cap Value Investor
LARGE VALUE PRFDX Maxim T. Rowe Price Equity Income
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
WORLD STOCK OPPAX Oppenheimer Global A
Others
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
Retirement Income PARIX T. Rowe Price Retirement Income Adv
Conservative Allocation MXCPX Maxim Conservative Profile II
Moderate Allocation MXMPX Maxim Moderate Profile II
ROOT CASH Guranteed Certificate Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Multisector Bond LBFAX Loomis Sayles Bond Admin
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
MID-CAP VALUE JMCVX Perkins Mid Cap Value Investor
LARGE VALUE PRFDX Maxim T. Rowe Price Equity Income
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP BLEND ABMIX Aston/Optimum Mid Cap I
Mid-Cap Growth LACAX Columbia Acorn A
Mid-Cap Growth BGRFX Baron Growth
LARGE GROWTH MFOCX Marsico Focus
LARGE VALUE RWMCX American Funds Washington Mutual R3
SMALL BLEND MXISX Maxim Index 600 Portfolio
LARGE BLEND MXAPX Maxim Aggressive Profile II
LARGE BLEND VIFSX Vanguard 500 Index Signal
Total Available Funds: 24
  • 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 Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 0.56%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 10.89%
Others
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 1.91%
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 Adv 68% 3 60 0 0.99% 2.76%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 3.21%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv 62% 3 60 0 0.78% 4.07%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 44% 3 60 0 0.49% 2.85%
Conservative Allocation MXCPX Maxim Conservative Profile II 31% 3 60 0 0.77% 4.45%
Moderate Allocation MXMPX Maxim Moderate Profile II 24% 3 60 0 0.91% 3.06%
ROOT CASH Guranteed Certificate Fund 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.4%
Multisector Bond LBFAX Loomis Sayles Bond Admin 54% 3 60 0 1.15% 5.16%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 6.64%
MID-CAP VALUE JMCVX Perkins Mid Cap Value Investor 98% 3 60 0 0.91% 0.73%
LARGE VALUE PRFDX Maxim T. Rowe Price Equity Income 97% 3 60 0 1.23% 7.89%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 11.94%
MID-CAP BLEND ABMIX Aston/Optimum Mid Cap I 87% 3 60 0 0.76% 0.6%
Mid-Cap Growth LACAX Columbia Acorn A 45% 3 60 0 1.83% 0%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 11.67%
LARGE GROWTH MFOCX Marsico Focus 38% 3 60 0 0.75% 6.07%
LARGE VALUE RWMCX American Funds Washington Mutual R3 33% 3 60 0 0.26% 0.83%
SMALL BLEND MXISX Maxim Index 600 Portfolio 21% 3 60 0 0.56% 3.7%
LARGE BLEND MXAPX Maxim Aggressive Profile II 21% 3 60 0 1.16% 3.04%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
Average Expense Ratio: 0.89%
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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 0.8% 10.1% 1.4% 3.5% 3.4% 4.5%

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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*
Click to Create Model Portfolio

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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 for Portfolio Details or Follow 0.9% 16.6% 7.9% 6.9% 7.0% 7.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
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:LAVA)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Magma Design Automation is an electronic design automation software provider.



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