MyPlanIQ PLEXUS CORP. 401 K SAVINGS PLAN

PLEXUS CORP. 401 K SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value TRIGX T Rowe Price International Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Value RRIGX T Rowe Price International Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value TRIGX T Rowe Price International Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Value RRIGX T Rowe Price International Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH MAAGX MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class A Shares
LARGE VALUE ALVAX American Beacon Funds: American Beacon Large Cap Value Fund; Class A Shares
Total Available Funds: 12
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds 91% 3 60 0 1.07% 2.97%
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund 66% 3 60 0 1.09% 8.64%
INTERNATIONAL EQUITY
Foreign Large Value TRIGX T Rowe Price International Funds 76% 3 60 0 0% 2.48%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 6.72%
Foreign Large Value RRIGX T Rowe Price International Funds 43% 3 60 0 0% 2.03%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.74%
Intermediate-Term Bond VBTLX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Admiral Shares 0% 3 60 0 0.15% 3.53%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 8.87%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 11.91%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 2.66%
LARGE GROWTH MAAGX MFS Series Trust X: MFS Aggressive Growth Allocation Fund; Class A Shares 47% 3 60 0 1.75% 4.93%
LARGE VALUE ALVAX American Beacon Funds: American Beacon Large Cap Value Fund; Class A Shares 13% 3 60 0 0.63% 1.92%
Average Expense Ratio: 0.66%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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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
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