MyPlanIQ 401k Investor Roper Industries, Inc. Employees' Retirement Savings 004 Plan

Roper Industries, Inc. Employees' Retirement Savings 004 Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund
Foreign Large Blend SUIIX DWS International Fund
Others
Moderate Allocation MSFJX MFS Total Return Fund
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH SGGIX DWS Large Company Growth
LARGE BLEND SUWIX DWS Growth and Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE DWS Stable Value Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund
Foreign Large Blend SUIIX DWS International Fund
Others
Moderate Allocation MSFJX MFS Total Return Fund
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund
LARGE GROWTH SGGIX DWS Large Company Growth
LARGE BLEND SUWIX DWS Growth and Income Fund
LARGE BLEND BTIEX DWS Stock Index Fund
LARGE VALUE KDHSX DWS Dreman High Return Equity Fund
Mid-Cap Growth OTCIX MFS Mid-Cap Growth Fund
LARGE GROWTH RGRYX RS Diversified Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
SHORT GOVERNMENT STABLEVALUE DWS Stable Value Fund
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
INTERNATIONAL EQUITY
WORLD STOCK JAWWX Janus Worldwide Fund 99% 3 60 0 0.92% 5.27%
Foreign Large Blend SUIIX DWS International Fund 80% 3 60 0 1.21% 3.78%
Others
Moderate Allocation MSFJX MFS Total Return Fund 83% 3 60 0 0.39% 6.77%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income Fund 100% 3 60 0 1.18% 7.66%
LARGE GROWTH SGGIX DWS Large Company Growth 87% 3 60 0 1.8% 2.03%
LARGE BLEND SUWIX DWS Growth and Income Fund 80% 3 60 0 1.59% 5.76%
LARGE BLEND BTIEX DWS Stock Index Fund 78% 3 60 0 0.2% 24.59%
LARGE VALUE KDHSX DWS Dreman High Return Equity Fund 69% 3 60 0 0.8% 6.37%
Mid-Cap Growth OTCIX MFS Mid-Cap Growth Fund 69% 3 60 0 0.78% 0%
LARGE GROWTH RGRYX RS Diversified Growth Fund 65% 3 60 0 0.83% 0.17%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.99%
SHORT GOVERNMENT STABLEVALUE DWS Stable Value Fund 16% 3 60 0 NA 29.1%
Average Expense Ratio: 0.96%
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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*
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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:ROP)
The plan consists of 13 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income and US Equity.

Roper Industries, Inc. engages in designing, manufacturing, and distributing energy systems and controls, scientific and industrial imaging products and software, industrial technology products, and radio frequency products and services.



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