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MyPlanIQ 401k Investor CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN

CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN Investment Model Portfolios

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CUBIC CORPORATION EMPLOYEES PROFIT SHARING PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Funds Mutual fund Vanguard Wellington Fund
ROOT CASH The Prudential Insurance Company of America Pooled Separate Account Money Market Fund
ROOT CASH The Prudential Insurance Company of America Mutual fund Money Mart Assets Fund Z
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Mutual fund EuroPacific Growth Fund R4
US EQUITY
SMALL VALUE VISVX Vanguard Funds Mutual fund Vanguard Small Cap Index
LARGE GROWTH JAGIX Janus Funds Mutual fund Janus Growth Income Fund
Small Growth RVPIX Royce Funds Mutual fund Royce Value Plus Fund I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Mutual fund PIMCO Total Return Bond Admin
Intermediate Government CPTNX American Century Investments Mutual fund American Century Government Bond
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Funds Mutual fund Vanguard Wellington Fund
ROOT CASH The Prudential Insurance Company of America Pooled Separate Account Money Market Fund
ROOT CASH The Prudential Insurance Company of America Mutual fund Money Mart Assets Fund Z
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Mutual fund EuroPacific Growth Fund R4
US EQUITY
SMALL VALUE VISVX Vanguard Funds Mutual fund Vanguard Small Cap Index
LARGE GROWTH JAGIX Janus Funds Mutual fund Janus Growth Income Fund
Small Growth RVPIX Royce Funds Mutual fund Royce Value Plus Fund I
MID-CAP BLEND VIMSX Vanguard Funds Mutual fund Vanguard Mid Cap Index Fund
LARGE GROWTH VIGRX Vanguard Funds Mutual fund Vanguard Growth Index Fund
LARGE VALUE VIVAX Vanguard Funds Mutual fund Vanguard Value Index
SMALL BLEND RTRIX Royce Funds Mutual fund Royce Total Return Fund
MID-CAP VALUE GSMCX Goldman Sachs Mutual fund Goldman Sachs Mid Cap Institutional Fund
LARGE VALUE AADEX American Beacon Mutual fund American Beacon Large Cap Value Fund
LARGE BLEND VINIX Vanguard Funds Mutual fund Vanguard Institutional Index
Mid-Cap Growth THIGX Thornburg Investments Mutual fund Thornburg Core Growth Fund I
LARGE GROWTH PJFZX Jennison Funds Mutual fund Jennison Growth Fund Z
LARGE BLEND DNVYX Davis Funds Mutual fund Davis New York Venture Fund Y
Mid-Cap Growth IDICX AIM Funds Mutual fund AIM Investco Dynamics Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Mutual fund PIMCO Total Return Bond Admin
Intermediate Government CPTNX American Century Investments Mutual fund American Century Government Bond
Total Available Funds: 20
  • 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
Others
Moderate Allocation VWELX Vanguard Funds Mutual fund Vanguard Wellington Fund 89% 3 60 0 0.17% 11.73%
ROOT CASH The Prudential Insurance Company of America Pooled Separate Account Money Market Fund 0% 3 60 0 NA 2.53%
ROOT CASH The Prudential Insurance Company of America Mutual fund Money Mart Assets Fund Z 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Mutual fund EuroPacific Growth Fund R4 57% 3 60 0 0.9% 14.16%
US EQUITY
SMALL VALUE VISVX Vanguard Funds Mutual fund Vanguard Small Cap Index 100% 3 60 0 0.06% 2.04%
LARGE GROWTH JAGIX Janus Funds Mutual fund Janus Growth Income Fund 98% 3 60 0 1.01% 14.94%
Small Growth RVPIX Royce Funds Mutual fund Royce Value Plus Fund I 98% 3 60 0 1.24% 17.01%
MID-CAP BLEND VIMSX Vanguard Funds Mutual fund Vanguard Mid Cap Index Fund 98% 3 60 0 0.04% 1.46%
LARGE GROWTH VIGRX Vanguard Funds Mutual fund Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.33%
LARGE VALUE VIVAX Vanguard Funds Mutual fund Vanguard Value Index 95% 3 60 0 0.05% 2.18%
SMALL BLEND RTRIX Royce Funds Mutual fund Royce Total Return Fund 94% 3 60 0 1.95% 12.75%
MID-CAP VALUE GSMCX Goldman Sachs Mutual fund Goldman Sachs Mid Cap Institutional Fund 83% 3 60 0 1.18% 14.16%
LARGE VALUE AADEX American Beacon Mutual fund American Beacon Large Cap Value Fund 78% 3 60 0 0.94% 12.08%
LARGE BLEND VINIX Vanguard Funds Mutual fund Vanguard Institutional Index 77% 3 60 0 0.02% 3.04%
Mid-Cap Growth THIGX Thornburg Investments Mutual fund Thornburg Core Growth Fund I 74% 3 60 0 1.36% 0%
LARGE GROWTH PJFZX Jennison Funds Mutual fund Jennison Growth Fund Z 74% 3 60 0 1.71% 11.45%
LARGE BLEND DNVYX Davis Funds Mutual fund Davis New York Venture Fund Y 69% 3 60 0 1.75% 12.03%
Mid-Cap Growth IDICX AIM Funds Mutual fund AIM Investco Dynamics Fund 0% 3 60 0 0.72% 1.08%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Mutual fund PIMCO Total Return Bond Admin 96% 3 60 0 0.83% 4.63%
Intermediate Government CPTNX American Century Investments Mutual fund American Century Government Bond 94% 3 60 0 0.36% 4.1%
Average Expense Ratio: 0.8%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click for Portfolio Details or Follow 0.3% 11.0% 2.3% 6.2% 5.4% 5.9%

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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 for Portfolio Details or Follow 0.6% 10.7% 6.3% 7.7% 6.7% 7.7%

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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:CUB)
The plan consists of 22 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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