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MyPlanIQ 401k Investor CUBIC APPLICATIONS INC. 401K RETIREMENT PLAN

CUBIC APPLICATIONS INC. 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Wellington Fund
ROOT CASH Prudential Money Mart Assets Fund Z
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth R4
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE GROWTH JAGIX Janus Growth Income Fund
Small Growth RVPIX Royce Value Plus Fund 1
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Bond Admin
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation VWELX Vanguard Wellington Fund
ROOT CASH Prudential Money Mart Assets Fund Z
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth R4
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
LARGE GROWTH JAGIX Janus Growth Income Fund
Small Growth RVPIX Royce Value Plus Fund 1
MID-CAP BLEND VIMSX Vanguard Mid Cap Ind Fund
LARGE VALUE AAGPX American Beac LG Cap Val Inst
LARGE GROWTH VIGRX Vanguard growth Index Inv
LARGE VALUE VIVAX Vanguard Value Index
SMALL BLEND RTRIX Royce Total Return Fund
LARGE BLEND NYVTX Davis NY Venture Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Ins
LARGE BLEND VINIX Vanguard Institutional Index
Mid-Cap Growth THIGX Thornburg Core growth
LARGE GROWTH PJFZX Jennison Growth Fund Z
Mid-Cap Growth IDICX AIM Dynamics Fund
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Bond Admin
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value Fund
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 Wellington Fund 89% 3 60 0 0.17% 11.73%
ROOT CASH Prudential Money Mart Assets Fund Z 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth R4 57% 3 60 0 0.9% 14.16%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.39%
LARGE GROWTH JAGIX Janus Growth Income Fund 98% 3 60 0 1.01% 14.94%
Small Growth RVPIX Royce Value Plus Fund 1 98% 3 60 0 1.24% 17.01%
MID-CAP BLEND VIMSX Vanguard Mid Cap Ind Fund 98% 3 60 0 0.04% 1.46%
LARGE VALUE AAGPX American Beac LG Cap Val Inst 97% 3 60 0 0.94% 13.8%
LARGE GROWTH VIGRX Vanguard growth Index Inv 97% 3 60 0 0.04% 0.33%
LARGE VALUE VIVAX Vanguard Value Index 95% 3 60 0 0.05% 2.18%
SMALL BLEND RTRIX Royce Total Return Fund 94% 3 60 0 1.95% 12.75%
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 12.3%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Ins 83% 3 60 0 1.18% 14.16%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.04%
Mid-Cap Growth THIGX Thornburg Core growth 74% 3 60 0 1.36% 0%
LARGE GROWTH PJFZX Jennison Growth Fund Z 74% 3 60 0 1.71% 11.45%
Mid-Cap Growth IDICX AIM Dynamics Fund 0% 3 60 0 0.72% 1.08%
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond 94% 3 60 0 0.36% 4.1%
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Bond Admin 66% 3 60 0 0.8% 4.37%
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.79%
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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 to Create Model Portfolio

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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 to Create Model Portfolio

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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 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

The symbol of the complany is CUB.



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