MyPlanIQ 401k Investor Advanced Analogic Technologies Inc 401K Plan

Advanced Analogic Technologies Inc 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RGREX AIM Global Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
WORLD STOCK RNPCX American Funds New Perspective R3
WORLD STOCK RSLCX American Funds Small Cap World R3
Others
Target Date 2050+ REITX American Funds 2050
Target Date 2036-2040 REGTX American Funds 2040
Target Date 2031-2035 REFTX American Funds 2035
FIXED INCOME
WORLD BOND RCWEX American Funds Capital Income Builder R3
High Yield Bond RITCX American Funds High Income Trust R3
Multisector Bond AGDRX Alliance Bernstein High Income R
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RGREX AIM Global Real Estate R
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
WORLD STOCK RNPCX American Funds New Perspective R3
WORLD STOCK RSLCX American Funds Small Cap World R3
WORLD STOCK RWICX American Funds Capital World Growth & Income R3
WORLD STOCK ABGRX Alliance Bernstein Global Value R
Others
Target Date 2050+ REITX American Funds 2050
Target Date 2036-2040 REGTX American Funds 2040
Target Date 2031-2035 REFTX American Funds 2035
Target Date 2000-2010 REATX American Funds 2010
Target Date 2041-2045 REHTX American Funds 2045
Target Date 2026-2030 REETX American Funds 2030
Target Date 2011-2015 REJTX American Funds 2015
Target Date 2021-2025 REDTX American Funds 2025
Target Date 2016-2020 RECTX American Funds 2020
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals
ROOT CASH American Funds Cash Management
FIXED INCOME
WORLD BOND RCWEX American Funds Capital Income Builder R3
High Yield Bond RITCX American Funds High Income Trust R3
Multisector Bond AGDRX Alliance Bernstein High Income R
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of America R3
LARGE BLEND ANCFX American Funds Fundamental Investors R3
Total Available Funds: 23
  • 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
Global Real Estate RGREX AIM Global Real Estate R 51% 3 60 0 1.3% 1.21%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWCX American Funds New World R3 52% 3 60 0 1.03% 2.35%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth R3 94% 3 60 0 0.84% 1.86%
WORLD STOCK RNPCX American Funds New Perspective R3 63% 3 60 0 1.47% 5.3%
WORLD STOCK RSLCX American Funds Small Cap World R3 62% 3 60 0 0.66% 0%
WORLD STOCK RWICX American Funds Capital World Growth & Income R3 61% 3 60 0 0.53% 3.21%
WORLD STOCK ABGRX Alliance Bernstein Global Value R 0% 3 60 0 2.34% 0.76%
Others
Target Date 2050+ REITX American Funds 2050 82% 3 60 0 0.73% 6.13%
Target Date 2036-2040 REGTX American Funds 2040 76% 3 60 0 1.46% 5.63%
Target Date 2031-2035 REFTX American Funds 2035 74% 3 60 0 0.35% 4.91%
Target Date 2000-2010 REATX American Funds 2010 74% 3 60 0 0.28% 3.45%
Target Date 2041-2045 REHTX American Funds 2045 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds 2030 73% 3 60 0 0.33% 4.1%
Target Date 2011-2015 REJTX American Funds 2015 72% 3 60 0 0.3% 3.68%
Target Date 2021-2025 REDTX American Funds 2025 71% 3 60 0 0.32% 3.82%
Target Date 2016-2020 RECTX American Funds 2020 70% 3 60 0 0.3% 3.86%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals 29% 3 60 0 1.31% 0%
ROOT CASH American Funds Cash Management 0% 0 60 0 NA 4.14%
FIXED INCOME
WORLD BOND RCWEX American Funds Capital Income Builder R3 61% 3 60 0 0.99% 2.45%
High Yield Bond RITCX American Funds High Income Trust R3 42% 3 60 0 0.41% 6.15%
Multisector Bond AGDRX Alliance Bernstein High Income R 41% 3 60 0 0.9% 6.79%
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of America R3 75% 3 60 0 0.63% 0.75%
LARGE BLEND ANCFX American Funds Fundamental Investors R3 53% 3 60 0 0.28% 1.65%
Average Expense Ratio: 0.79%
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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 -0.3% 9.1% 2.3% 5.0% 4.1% 6.6%

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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:AATI)
The plan consists of 13 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.

Advanced Analogic Technologies, Incorporated supplies power management semiconductors for consumer, communications, and computing electronic devices.



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