MyPlanIQ 401k Investor Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan

Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
WORLD STOCK OGLYX Oppenheimer Global Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz PIMCO Total Return Fund
WORLD BOND OIBAX Oppenheimer International Bond Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE OREAX Oppenheimer Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
WORLD STOCK OGLYX Oppenheimer Global Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Moderate Allocation OAKBX Oakmark Equity & Income Fund
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz PIMCO Total Return Fund
WORLD BOND OIBAX Oppenheimer International Bond Fund
US EQUITY
LARGE BLEND PRSGX T. Rowe Price Spectrum Growth Fund
LARGE GROWTH FCNTX Fidelity Fidelity Contrafund Fund
SMALL BLEND SMEIX State Street Small Cap Equity Index Fund
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Fund
Mid-Cap Growth MGRFX MassMutual Select Mid Cap Growth Equity II Fund
LARGE BLEND STFAX State Street Mid Cap Equity Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund America Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund
LARGE VALUE CVFCX Pioneer Cullen Value Fund
Small Growth MMGEX MassMutual Select Small Cap Growth Equity Fund
SMALL BLEND OPMSX Oppenheimer Mainstreet Small Cap Fund
LARGE GROWTH MBCGX MassMutual Select Blue Chip Growth Fund
MID-CAP VALUE CMVRX Columbia Mid Cap Value Fund
LARGE BLEND STBIX State Street International Equity Index Fund
LARGE GROWTH OPTFX Oppenheimer Cap Appreciation Fund
LARGE BLEND MIEAX MassMutual Select Indexed Equity Fund
Small Growth VISCX Van Kampen Small Cap Growth Fund
LARGE BLEND MMLAX MassMutual Select Large Cap Value Fund
Total Available Funds: 31
  • 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
REAL ESTATE OREAX Oppenheimer Real Estate Fund 0% 3 60 0 1.34% 1.9%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK OGLYX Oppenheimer Global Fund 85% 3 60 0 1.31% 0%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 97% 3 60 0 0.99% 10.65%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 2.96%
Moderate Allocation OAKBX Oakmark Equity & Income Fund 91% 3 60 0 0.83% 2.3%
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 Fund 60% 3 60 0 0.63% 6.35%
FIXED INCOME
Intermediate-Term Bond PTTRX Allianz PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
WORLD BOND OIBAX Oppenheimer International Bond Fund 70% 3 60 0 0.71% 4.34%
US EQUITY
LARGE BLEND PRSGX T. Rowe Price Spectrum Growth Fund 99% 3 60 0 0.73% 0.83%
LARGE GROWTH FCNTX Fidelity Fidelity Contrafund Fund 96% 3 60 0 0.55% 4.32%
SMALL BLEND SMEIX State Street Small Cap Equity Index Fund 89% 3 60 0 1.01% 0%
MID-CAP BLEND FLVCX Fidelity Advisor Leveraged Company Fund 84% 3 60 0 0.74% 8.83%
Mid-Cap Growth MGRFX MassMutual Select Mid Cap Growth Equity II Fund 84% 3 60 0 0.76% 5.6%
LARGE BLEND STFAX State Street Mid Cap Equity Index Fund 76% 3 60 0 0.62% 1.2%
LARGE GROWTH RGAFX American Funds Growth Fund America Fund 75% 3 60 0 0.63% 0.75%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund 56% 3 60 0 0.89% 16.12%
LARGE VALUE CVFCX Pioneer Cullen Value Fund 46% 3 60 0 0.45% 2.71%
Small Growth MMGEX MassMutual Select Small Cap Growth Equity Fund 43% 3 60 0 1.57% 0%
SMALL BLEND OPMSX Oppenheimer Mainstreet Small Cap Fund 43% 3 60 0 1.32% 0%
LARGE GROWTH MBCGX MassMutual Select Blue Chip Growth Fund 40% 3 60 0 1.34% 27.62%
MID-CAP VALUE CMVRX Columbia Mid Cap Value Fund 39% 3 60 0 1.13% 1.01%
LARGE BLEND STBIX State Street International Equity Index Fund 37% 3 60 0 0.17% 1.53%
LARGE GROWTH OPTFX Oppenheimer Cap Appreciation Fund 36% 3 60 0 0.63% 0%
LARGE BLEND MIEAX MassMutual Select Indexed Equity Fund 35% 3 60 0 0.62% 7.27%
Small Growth VISCX Van Kampen Small Cap Growth Fund 0% 3 60 0 1.08% 0%
LARGE BLEND MMLAX MassMutual Select Large Cap Value Fund 0% 3 60 0 1.26% 5.49%
Average Expense Ratio: 0.88%
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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 3.1% 7.0% 3.8% 4.2% 6.0% 6.0%

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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:KTOS)
The plan consists of 32 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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