MyPlanIQ 401k Investor Sharp Corporation 401(k) Savings Plan

Sharp Corporation 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Savings Trust
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate Government VFIIX Vanguard GNMA Fund
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Fund
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Retirement Savings Trust
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Moderate Allocation VWENX Vanguard Wellington Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund
ROOT CASH Vanguard Prime Money Market Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate Government VFIIX Vanguard GNMA Fund
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund
Long-Term Bond VWESX Vanguard Long-Term Investment Grade
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Fund
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund
Small Growth VEXPX Vanguard Explorer Fund
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 VWIGX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.84%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Retirement Savings Trust 97% 3 60 0 0.08% 2.93%
Retirement Income VTINX Vanguard Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWENX Vanguard Wellington Fund 90% 3 60 0 0.17% 12.42%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Market Fund 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.15%
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.24%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund 95% 3 60 0 0.13% 5.68%
Long-Term Bond VWESX Vanguard Long-Term Investment Grade 83% 3 60 0 0.22% 4.15%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Fund 99% 3 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 99% 3 60 0 0.3% 0.25%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Extended Market Index Fund 97% 3 60 0 0.06% 1.11%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
Average Expense Ratio: 0.16%
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Related Retirement Plans
SHARP CORPORATION RETIREMENT 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 1.8% 10.0% 0.4% 8.6% 7.6% 8.6%

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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:)
The plan consists of 24 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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