MyPlanIQ 401k Investor Ultratech Inc Retirement Savings Plan

Ultratech Inc Retirement Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth Fund
Aggressive Allocation VASGX Vanguard Lifestrategy Growth Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Fund
Conservative Allocation VASIX Vanguard Lifestrategy Income Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund
Total Available Funds: 19
  • 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 VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.12%
Others
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 84% 3 60 0 0.08% 2.21%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.02%
Moderate Allocation VBINX Vanguard Balanced Index Fund Investor Shares 72% 3 60 0 0.07% 1.83%
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth Fund 71% 3 60 0 0.12% 2.84%
Aggressive Allocation VASGX Vanguard Lifestrategy Growth Fund 66% 3 60 0 0.14% 1.97%
Retirement Income VTINX Vanguard Target Retirement Income Fund 66% 3 60 0 0.08% 2.93%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 50% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 45% 3 60 0 0.08% 2.23%
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Fund 39% 3 60 0 0.13% 2.53%
Conservative Allocation VASIX Vanguard Lifestrategy Income Fund 17% 3 60 0 0.11% 3.18%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 44% 3 60 0 0.15% 3.15%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Investor Shares 97% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 84% 3 60 0 0.14% 1.27%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Fund Investor Shares 63% 3 60 0 0.19% 0.58%
SMALL BLEND VSCIX Vanguard Small-Cap Index Fund 56% 3 60 0 0.05% 1.55%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund 52% 3 60 0 0.04% 1.5%
LARGE GROWTH VWUSX Vanguard U.S. Growth Fund 23% 3 60 0 0.3% 0.25%
Average Expense Ratio: 0.12%
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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% 13.0% 3.0% 7.6% 6.3% 7.6%

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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:UTEK)
The plan consists of 20 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Ultratech Inc Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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