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MyPlanIQ 401k Investor ARRIS GROUP INC. EE SAVINGS PLAN

ARRIS GROUP INC. EE SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund-I
Retirement Income WOTDX Wells Fargo Adv Dj Tgt Today R4
Target Date 2051+ WFQUX Wells Fargo Adv Dj Tgt 2055 R4
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg International Value-R5
WORLD STOCK RWIEX American Funds Cap Wld GR&Inc-R4
REAL ESTATE
REAL ESTATE REACX American Century Real Estate-Inv
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm
SMALL VALUE FVADX Franklin Small Cap Value Adv
LARGE BLEND FRDAX Franklin Rising Dividends Adv
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income Fund-I
Retirement Income WOTDX Wells Fargo Adv Dj Tgt Today R4
Target Date 2051+ WFQUX Wells Fargo Adv Dj Tgt 2055 R4
Target Date 2046-2050 WFQFX Wells Fargo Adv Dj Tgt 2050 R4
Target Date 2036-2040 WFOSX Wells Fargo Adv Dj Tgt 2045 R4
Target Date 2031-2035 WFQRX Wells Fargo Adv Dj Tgt 2035 R4
Target Date 2026-2030 WFOOX Wells Fargo Adv Dj Tgt 2030 R4
Target Date 2021-2025 WFTYX Wells Fargo Adv Dj Tgt 2025 R4
Target Date 2016-2020 WFOBX Wells Fargo Adv Dj Tgt 2020 R4
Target Date 2011-2015 WFSCX Wells Fargo Adv Dj Tgt 2015 R4
Target Date 2000-2010 WFOAX Wells Fargo Adv Dj Tgt 2010 R4
Target Date 2036-2040 WFOSX Wells Fargo Adv Dj Tgt 2040 R4
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg International Value-R5
WORLD STOCK RWIEX American Funds Cap Wld GR&Inc-R4
REAL ESTATE
REAL ESTATE REACX American Century Real Estate-Inv
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm
SMALL VALUE FVADX Franklin Small Cap Value Adv
LARGE BLEND FRDAX Franklin Rising Dividends Adv
LARGE BLEND VINIX Vanguard Institutional Index
MID-CAP VALUE NAMAX Columbia Mid Cap Value-Z
Mid-Cap Growth ACRNX Columbid Acorn Fund-Z
LARGE BLEND VADDX Invesco Eq Weighted S&P 500-Y
LARGE VALUE MDDVX Blackrock Equity Dividend-I
Small Growth SASMX Clearbridge Sm Cap Gr I
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Admin
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value
Total Available Funds: 26
  • 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 OAKBX Oakmark Equity & Income Fund-I 91% 3 60 0 0.83% 2.36%
Retirement Income WOTDX Wells Fargo Adv Dj Tgt Today R4 0% 3 60 0 0.6% 10.09%
Target Date 2051+ WFQUX Wells Fargo Adv Dj Tgt 2055 R4 0% 3 60 0 0.49% 22.57%
Target Date 2046-2050 WFQFX Wells Fargo Adv Dj Tgt 2050 R4 0% 3 60 0 0.85% 23.55%
Target Date 2036-2040 WFOSX Wells Fargo Adv Dj Tgt 2045 R4 0% 3 60 0 0.49% 18.78%
Target Date 2031-2035 WFQRX Wells Fargo Adv Dj Tgt 2035 R4 0% 3 60 0 0.49% 17.95%
Target Date 2026-2030 WFOOX Wells Fargo Adv Dj Tgt 2030 R4 0% 3 60 0 0.29% 16.45%
Target Date 2021-2025 WFTYX Wells Fargo Adv Dj Tgt 2025 R4 0% 3 60 0 0.29% 15.92%
Target Date 2016-2020 WFOBX Wells Fargo Adv Dj Tgt 2020 R4 0% 3 60 0 0.49% 14.03%
Target Date 2011-2015 WFSCX Wells Fargo Adv Dj Tgt 2015 R4 0% 3 60 0 0.6% 12.81%
Target Date 2000-2010 WFOAX Wells Fargo Adv Dj Tgt 2010 R4 0% 3 60 0 1.35% 9.97%
Target Date 2036-2040 WFOSX Wells Fargo Adv Dj Tgt 2040 R4 0% 3 60 0 0.49% 18.78%
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg International Value-R5 93% 3 60 0 1.16% 3.91%
WORLD STOCK RWIEX American Funds Cap Wld GR&Inc-R4 63% 3 60 0 0.53% 11.09%
REAL ESTATE
REAL ESTATE REACX American Century Real Estate-Inv 69% 3 60 0 0.8% 1.84%
US EQUITY
LARGE GROWTH SGRKX Wells Fargo Advantage Growth Adm 93% 3 60 0 1.9% 24.4%
SMALL VALUE FVADX Franklin Small Cap Value Adv 86% 3 60 0 1.73% 8%
LARGE BLEND FRDAX Franklin Rising Dividends Adv 79% 3 60 0 0.52% 10.26%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.04%
MID-CAP VALUE NAMAX Columbia Mid Cap Value-Z 76% 3 60 0 1.13% 7.15%
Mid-Cap Growth ACRNX Columbid Acorn Fund-Z 75% 3 60 0 1.83% 0%
LARGE BLEND VADDX Invesco Eq Weighted S&P 500-Y 73% 3 60 0 0.52% 10.06%
LARGE VALUE MDDVX Blackrock Equity Dividend-I 56% 3 60 0 1% 10.13%
Small Growth SASMX Clearbridge Sm Cap Gr I 47% 3 60 0 0.9% 19.14%
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Admin 66% 3 60 0 0.8% 4.37%
SHORT GOVERNMENT STABLEVALUE Prudential Stable Value 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.82%
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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 for Portfolio Details or Follow 0.6% 21.3% 12.2% 11.3% 7.3% 7.6%

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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 0.4% 19.6% 13.3% 13.8% 10.7% 10.4%

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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
The plan consists of 27 funds. It covers 4 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.
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