MyPlanIQ 401k Investor Greatbatch Inc. 401(k) Retirement Plan

Greatbatch Inc. 401(k) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4
Foreign Large Blend VGTSX Vanguard Total Int stock
Others
Target Date 2021-2025 VTTVX Vanguard Tgt Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Tgt Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Inc
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Inv
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE JAMVX Janus Mid Cap Value;Inv
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4
Foreign Large Blend VGTSX Vanguard Total Int stock
Others
Target Date 2021-2025 VTTVX Vanguard Tgt Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Tgt Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Inc
Target Date 2031-2035 VTTHX Vanguard Tgt Retirement 2035
Target Date 2011-2015 VTXVX Vanguard Tgt Retirement 2015
Target Date 2000-2010 VTOVX Vanguard Tgt Retirement 2005
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Inv
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP VALUE JAMVX Janus Mid Cap Value;Inv
SMALL BLEND VSCIX Vanguard Sm-Cap Index Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
Small Growth LSBAX Lord Abbett SC Blend
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 REREX American Funds EuroPacific R-4 56% 3 60 0 0.9% 3.69%
Foreign Large Blend VGTSX Vanguard Total Int stock 16% 3 60 0 0.08% 3.43%
Others
Target Date 2021-2025 VTTVX Vanguard Tgt Retirement 2025 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Tgt Retirement 2045 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Inc 97% 3 60 0 0.08% 4.2%
Target Date 2031-2035 VTTHX Vanguard Tgt Retirement 2035 96% 3 60 0 0.08% 2.65%
Target Date 2011-2015 VTXVX Vanguard Tgt Retirement 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Tgt Retirement 2005 0% 3 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond VBTIX Vanguard Total Bond Mkt Index 94% 3 60 0 0.15% 3.28%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Inv 98% 3 60 0 0.14% 1.57%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
MID-CAP VALUE JAMVX Janus Mid Cap Value;Inv 89% 3 60 0 0.91% 4%
SMALL BLEND VSCIX Vanguard Sm-Cap Index Fund 80% 3 60 0 0.05% 1.77%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.81%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 3 60 0 0.42% 0%
Small Growth LSBAX Lord Abbett SC Blend 0% 3 60 0 1.33% 0%
Average Expense Ratio: 0.36%
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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 7.0% 18.0% 5.3% 8.7% 6.3% 7.7%

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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:GB)
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

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



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