MyPlanIQ 401k Investor Ultratec Inc. 401(k) Plan

Ultratec Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Others
Health VGHCX Vanguard Health Care Fund
Conservative Allocation SWCGX Schwab Markettrack Conservative Portfolio
Moderate Allocation SWBGX Schwab Markettrack Balanced Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
SHORT GOVERNMENT FSGIX Federated U.S. Government Securities Fund:1-3 Years
US EQUITY
LARGE BLEND OAKMX Oakmark Fund I
LARGE BLEND SNXFX Schwab 1000 Index Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX Artio International Equity Fund
Others
Health VGHCX Vanguard Health Care Fund
Conservative Allocation SWCGX Schwab Markettrack Conservative Portfolio
Moderate Allocation SWBGX Schwab Markettrack Balanced Portfolio
Technology ICTEX Icon Information Technology Fund
Financial ICFSX Icon Financial Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
SHORT GOVERNMENT FSGIX Federated U.S. Government Securities Fund:1-3 Years
Intermediate-Term Bond SWLBX Schwab Total Bond Market Fund
US EQUITY
LARGE BLEND OAKMX Oakmark Fund I
LARGE BLEND SNXFX Schwab 1000 Index Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
SMALL BLEND RTRRX Royce Total Return Fund
Mid-Cap Growth ARTMX Artisan Mid Cap Fund
LARGE BLEND SWHGX Schwab Markettrack Growth Portfolio
LARGE GROWTH RGAFX The Growth Fund Of American
Total Available Funds: 17
  • 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 JIEIX Artio International Equity Fund 93% 3 60 0 0.9% 7.06%
Others
Health VGHCX Vanguard Health Care Fund 97% 3 60 0 0.34% 0.76%
Conservative Allocation SWCGX Schwab Markettrack Conservative Portfolio 86% 3 60 0 0.5% 2.39%
Moderate Allocation SWBGX Schwab Markettrack Balanced Portfolio 76% 3 60 0 0.48% 2.17%
Technology ICTEX Icon Information Technology Fund 55% 3 60 0 1.25% 12.61%
Financial ICFSX Icon Financial Fund 53% 3 60 0 1.58% 7.3%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.33%
SHORT GOVERNMENT FSGIX Federated U.S. Government Securities Fund:1-3 Years 38% 3 60 0 0.37% 2.95%
Intermediate-Term Bond SWLBX Schwab Total Bond Market Fund 0% 3 60 0 0.29% 0%
US EQUITY
LARGE BLEND OAKMX Oakmark Fund I 99% 3 60 0 0.63% 0.98%
LARGE BLEND SNXFX Schwab 1000 Index Fund 97% 3 60 0 0.05% 1.32%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND RTRRX Royce Total Return Fund 92% 3 60 0 1.95% 8.74%
Mid-Cap Growth ARTMX Artisan Mid Cap Fund 88% 3 60 0 0.96% 0%
LARGE BLEND SWHGX Schwab Markettrack Growth Portfolio 86% 3 60 0 0.5% 3.88%
LARGE GROWTH RGAFX The Growth Fund Of American 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.73%
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Related Retirement Plans
ULTRATEC, INC. 401(K) 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 4.7% 14.9% 2.2% 5.8% 4.9% 6.4%

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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 18 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Ultratec Inc. 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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