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MyPlanIQ 401k Investor Trend Micro Incorporated 401(k) Retirement Plan

Trend Micro Incorporated 401(k) Retirement Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware Emerging Markets Instl
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
World Allocation IVAEX Ivy Asset Strategy I
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation MALOX BlackRock Global Allocation Instl
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Growth JIGFX Janus Overseas I
Foreign Large Blend BISIX BlackRock International Opp Instl
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
LARGE GROWTH MLAIX MainStay Large Cap Growth I
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware Emerging Markets Instl
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
Others
World Allocation IVAEX Ivy Asset Strategy I
Moderate Allocation OAKBX Oakmark Equity & Income I
World Allocation MALOX BlackRock Global Allocation Instl
Natural Resources PNRZX Prudential Jennison Natural Resources Z
Target Date 2041-2045 WFQPX Wells Fargo Advantage DJ Target 2045 I
Target Date 2021-2025 WFTYX Wells Fargo Advantage DJ Target 2025 I
Target Date 2011-2015 WFSCX Wells Fargo Advantage DJ Target 2015 I
Target Date 2031-2035 WFQRX Wells Fargo Advantage DJ Target 2035 I
Target Date 2016-2020 WFOBX Wells Fargo Advantage DJ Target 2020 I
Target Date 2036-2040 WFOSX Wells Fargo Advantage DJ Target 2040 I
Target Date 2026-2030 WFOOX Wells Fargo Advantage DJ Target 2030 I
Target Date 2046-2050 WFQFX Wells Fargo Advantage DJ Target 2050 I
Target Date 2000-2010 WFOAX Wells Fargo Advantage DJ Target 2010 I
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I
Foreign Large Growth JIGFX Janus Overseas I
Foreign Large Blend BISIX BlackRock International Opp Instl
WORLD STOCK RNPFX American Funds New Perspective R5
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
LARGE GROWTH MLAIX MainStay Large Cap Growth I
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
SMALL VALUE JSCOX Perkins Small Cap Value I
LARGE BLEND ITHTX Hartford Capital Appreciation R5
LARGE VALUE MEIJX MFS Value R4
Small Growth TGSCX TCW Small Cap Growth I
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl
Intermediate-Term Bond DPFFX Delaware Diversified Income Instl
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Multisector Bond AGDIX AllianceBern High Income I
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 33
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DEMIX Delaware Emerging Markets Instl 93% 3 60 0 1.7% 25.9%
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 35.96%
Others
World Allocation IVAEX Ivy Asset Strategy I 99% 3 60 0 2.19% 9.71%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.36%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 9.44%
Natural Resources PNRZX Prudential Jennison Natural Resources Z 65% 3 60 0 0.9% 1.52%
Target Date 2041-2045 WFQPX Wells Fargo Advantage DJ Target 2045 I 0% 3 60 0 0.6% 23%
Target Date 2021-2025 WFTYX Wells Fargo Advantage DJ Target 2025 I 0% 3 60 0 0.29% 15.92%
Target Date 2011-2015 WFSCX Wells Fargo Advantage DJ Target 2015 I 0% 3 60 0 0.6% 12.81%
Target Date 2031-2035 WFQRX Wells Fargo Advantage DJ Target 2035 I 0% 3 60 0 0.49% 17.95%
Target Date 2016-2020 WFOBX Wells Fargo Advantage DJ Target 2020 I 0% 3 60 0 0.49% 14.03%
Target Date 2036-2040 WFOSX Wells Fargo Advantage DJ Target 2040 I 0% 3 60 0 0.49% 18.78%
Target Date 2026-2030 WFOOX Wells Fargo Advantage DJ Target 2030 I 0% 3 60 0 0.29% 16.45%
Target Date 2046-2050 WFQFX Wells Fargo Advantage DJ Target 2050 I 0% 3 60 0 0.85% 23.55%
Target Date 2000-2010 WFOAX Wells Fargo Advantage DJ Target 2010 I 0% 3 60 0 1.35% 9.97%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International I 100% 3 60 0 0.75% 2.03%
Foreign Large Growth JIGFX Janus Overseas I 96% 3 60 0 2.06% 1.45%
Foreign Large Blend BISIX BlackRock International Opp Instl 96% 3 60 0 0.93% 1.53%
WORLD STOCK RNPFX American Funds New Perspective R5 91% 3 60 0 1.47% 7.23%
US EQUITY
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 3 60 0 0.91% 9.83%
LARGE GROWTH MLAIX MainStay Large Cap Growth I 90% 3 60 0 1.33% 17.57%
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities I 89% 3 60 0 1.41% 12.8%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 7.71%
SMALL VALUE JSCOX Perkins Small Cap Value I 83% 3 60 0 1.36% 4.46%
LARGE BLEND ITHTX Hartford Capital Appreciation R5 62% 3 60 0 0.79% 5.97%
LARGE VALUE MEIJX MFS Value R4 0% 3 60 0 0.8% 9.08%
Small Growth TGSCX TCW Small Cap Growth I 0% 3 60 0 1.22% 0.11%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.63%
Inflation-Protected Bond BPRIX BlackRock Inflation Protected Bond Instl 96% 3 60 0 0.81% 3.88%
Intermediate-Term Bond DPFFX Delaware Diversified Income Instl 89% 3 60 0 0.45% 4.68%
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y 85% 3 60 0 0.74% 4.77%
Multisector Bond AGDIX AllianceBern High Income I 74% 3 60 0 0.9% 6.92%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 5.38%
Average Expense Ratio: 0.95%
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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*
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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
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