MyPlanIQ 401k Investor HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN

HARMAN INTERNATIONAL INDUSTRIES, INC RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund
Foreign Large Blend POVYX Putnam International Equity Fund
Others
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio
Moderate Allocation PGEYX The George Putnam Fund of Boston
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Putnam S & P 500 Index Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Europacific Growth Fund
Foreign Large Blend POVYX Putnam International Equity Fund
Others
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio
Moderate Allocation PGEYX The George Putnam Fund of Boston
ROOT CASH Money market substitute
ROOT CASH Putnam Management Company Inc.Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VFINX Putnam S & P 500 Index Fund
Small Growth GTSVX AIM Small Cap Growth Fund
SMALL BLEND LRSCX Lord Abbett Small Cap Value Fund
LARGE BLEND PAGMX Putnam Asset Allocation Growth Portfolio
LARGE GROWTH PVYYX Putnam Voyager Fund
LARGE VALUE PGIYX The Putnam Fund for Growth and Income
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 Blend CEUFX American Europacific Growth Fund 94% 3 60 0 0.9% 3.89%
Foreign Large Blend POVYX Putnam International Equity Fund 80% 3 60 0 0.93% 2.05%
Others
Conservative Allocation PACYX Putnam Asset Allocation Conservative Portfolio 84% 3 60 0 0.78% 2.39%
Moderate Allocation PABYX Putnam Asset Allocation Balanced Portfolio 73% 3 60 0 1.19% 1.29%
Moderate Allocation PGEYX The George Putnam Fund of Boston 71% 3 60 0 1.69% 1.33%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
ROOT CASH Putnam Management Company Inc.Money Market Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 0%
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Putnam S & P 500 Index Fund 98% 3 60 0 0.14% 1.27%
Small Growth GTSVX AIM Small Cap Growth Fund 91% 3 60 0 0.91% 0%
SMALL BLEND LRSCX Lord Abbett Small Cap Value Fund 48% 3 60 0 1.48% 3.22%
LARGE BLEND PAGMX Putnam Asset Allocation Growth Portfolio 0% 3 60 0 1.57% 0.56%
LARGE GROWTH PVYYX Putnam Voyager Fund 0% 3 60 0 0.92% 0%
LARGE VALUE PGIYX The Putnam Fund for Growth and Income 0% 3 60 0 0.85% 0%
Average Expense Ratio: 0.98%
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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 4.2% 15.5% 2.9% 7.6% 6.0% 8.0%

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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:HAR)
The plan consists of 17 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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