MyPlanIQ HARMONIC INC. 401K PLAN

HARMONIC INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Prim
Foreign Large Growth WBIGX William Blair International Growth
Others
World Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Prem
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government CPTNX American Century Government Bond In
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs A
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Instl Foreign Eq Ser Prim
Foreign Large Growth WBIGX William Blair International Growth
Others
World Allocation PAAIX PIMCO All Asset Instl
World Allocation MALOX BlackRock Global Allocation Instl
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I
LARGE VALUE DODGX Dodge & Cox Stock
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Prem
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government CPTNX American Century Government Bond In
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs A
Total Available Funds: 14
  • 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 Value TFEQX Templeton Instl Foreign Eq Ser Prim 86% 3 60 0 0.97% 7.62%
Foreign Large Growth WBIGX William Blair International Growth 36% 3 60 0 0.99% 3.46%
Others
World Allocation PAAIX PIMCO All Asset Instl 96% 3 60 0 1.84% 3.53%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 0.44%
US EQUITY
Small Growth LADYX Lord Abbett Developing Growth I 96% 3 60 0 1.27% 0%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth TMDPX TimesSquare Mid Cap Growth Prem 89% 3 60 0 1.18% 4.34%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 3 60 0 0.29% 1.43%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 75% 3 60 0 1.04% 0%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.48%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government CPTNX American Century Government Bond In 94% 3 60 0 0.36% 3.7%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs A 91% 3 60 0 0.07% 4.34%
Average Expense Ratio: 0.74%
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Related Retirement Plans
HARMONIC INC. 401(K) PLAN
Model Portfolios

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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