MyPlanIQ 401k Investor Cadence Design Systems 401K Plan

Cadence Design Systems 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth Inst
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Small Growth TCMSX TCM Small Cap Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth BIGIX William Blair International Growth Inst
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020
Retirement Income JSIIX JPMorgan Smart Retirement Income
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010
ROOT CASH JPMorgan Prime Money Market
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Small Growth TCMSX TCM Small Cap Growth Fund
Mid-Cap Growth TMDIX TimesSquare Mid Cap Growth Inst
LARGE BLEND VINIX Vanguard Institutional Index
SMALL VALUE VSFAX Federated Clover small Value A
LARGE GROWTH DEUIX Delaware US Growth Inst
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Total Available Funds: 16
  • 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 Growth BIGIX William Blair International Growth Inst 79% 3 60 0 0.99% 3.6%
Others
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 79% 3 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 74% 3 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 74% 3 60 0 0.62% 2.8%
Retirement Income JSIIX JPMorgan Smart Retirement Income 63% 3 60 0 0.86% 2.59%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 0% 3 60 0 0.66% 0%
Target Date 2000-2010 JSWIX JPMorgan SmartRetirement 2010 0% 3 60 0 0.61% 2.66%
ROOT CASH JPMorgan Prime Money Market 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 1.13%
Small Growth TCMSX TCM Small Cap Growth Fund 90% 3 60 0 1.3% 0%
Mid-Cap Growth TMDIX TimesSquare Mid Cap Growth Inst 90% 3 60 0 1.18% 0%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
SMALL VALUE VSFAX Federated Clover small Value A 56% 3 60 0 0.89% 1.95%
LARGE GROWTH DEUIX Delaware US Growth Inst 0% 3 60 0 0.85% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.77%
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Related Retirement Plans
CADENCE DESIGN SYSTEMS, 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 2.5% 11.8% 1.7% 6.9% 5.3% 7.1%

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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 for Portfolio Details or Follow 1.7% 7.3% 0.4% 5.3% 5.6% 7.0%

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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:CDNS)
The plan consists of 18 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.
Cadence Design Sys (Ticker:CDNS) has the "Cadence Design Systems 401K Plan".

Cadence Design Systems, Inc. (CDNS) is one of the largest electronic design automation software providers.



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