MyPlanIQ 401k Investor Mentor Graphics Individual Deferred Tax and Savings Plan

Mentor Graphics Individual Deferred Tax and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International
Foreign Large Blend RERBX American Funds Europacific Growth Fund R5
Foreign Large Blend VGTSX Vanguard Group Total International Stock Index
Others
ROOT CASH Schwab US Treasury Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Group Total Bond Market Index
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
US EQUITY
SMALL BLEND NAESX Vanguard Group Small Cap Index
MID-CAP VALUE JMCVX Perkins Funds Mid Cap Value,J
LARGE BLEND NYVTX Davis,New York Venture Fund A
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International
Foreign Large Blend RERBX American Funds Europacific Growth Fund R5
Foreign Large Blend VGTSX Vanguard Group Total International Stock Index
Others
ROOT CASH Schwab US Treasury Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Group Total Bond Market Index
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
US EQUITY
SMALL BLEND NAESX Vanguard Group Small Cap Index
MID-CAP VALUE JMCVX Perkins Funds Mid Cap Value,J
LARGE BLEND NYVTX Davis,New York Venture Fund A
Small Growth TCMSX TCM Small Cap Growth
Mid-Cap Growth MGOYX Munder Funds Mid Cap Core Growth,Y
Mid-Cap Growth VMGRX Vanguard Group Mid Cap Growth
LARGE BLEND VINIX Vanguard Group Institutional Index
LARGE GROWTH RGAFX American Funds Growth Fund of America R5
LARGE GROWTH RAIEX Rainier Funds Large Cap Equity
SMALL VALUE ARTVX Artisan Small Cap Value
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
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International 91% 3 60 0 0.97% 1.84%
Foreign Large Blend RERBX American Funds Europacific Growth Fund R5 54% 3 60 0 0.9% 3.15%
Foreign Large Blend VGTSX Vanguard Group Total International Stock Index 16% 3 60 0 0.08% 3.45%
Others
ROOT CASH Schwab US Treasury Money Market 0% 0 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Group Total Bond Market Index 100% 3 60 0 0.15% 3.2%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 16% 3 60 0 NA 29.23%
US EQUITY
SMALL BLEND NAESX Vanguard Group Small Cap Index 99% 3 60 0 0.03% 1.61%
MID-CAP VALUE JMCVX Perkins Funds Mid Cap Value,J 98% 3 60 0 0.91% 9.71%
LARGE BLEND NYVTX Davis,New York Venture Fund A 92% 3 60 0 1.75% 8.72%
Small Growth TCMSX TCM Small Cap Growth 90% 3 60 0 1.3% 0%
Mid-Cap Growth MGOYX Munder Funds Mid Cap Core Growth,Y 82% 3 60 0 1.57% 4.95%
Mid-Cap Growth VMGRX Vanguard Group Mid Cap Growth 80% 3 60 0 0.37% 0.45%
LARGE BLEND VINIX Vanguard Group Institutional Index 78% 3 60 0 0.02% 3.35%
LARGE GROWTH RGAFX American Funds Growth Fund of America R5 75% 3 60 0 0.63% 8.65%
LARGE GROWTH RAIEX Rainier Funds Large Cap Equity 0% 3 60 0 0.92% 43.51%
SMALL VALUE ARTVX Artisan Small Cap Value 0% 3 60 0 1.2% 16.64%
Average Expense Ratio: 0.77%
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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 4.2% 4.2% 1.0% 4.8% 3.9% 6.9%

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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:MENT)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Mentor Graphics is the third largest electronic design automation software provider.



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