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MyPlanIQ 401k Investor MICREL, INC. 401(k) PLAN

MICREL, INC. 401(k) PLAN Investment Model Portfolios

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MICREL, INC. 401(K) PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Moderate Allocation SWBGX Schwab Mkt Place Balanced Mutual Fund
unknown asset name Selected American Shares Selected American Shares
ROOT CASH Schwab rtmt Adv Money Fund Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Mutual Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Mutual Fund
LARGE BLEND SLASX Selected American Shares Mutual Fund
MID-CAP BLEND RPFIX Royce Premier Investment Class Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Instl
SHORT GOVERNMENT VSGBX Vanguard F-I Secs Short-Term Federal
Intermediate-Term Bond DODIX Dodge Cox Income
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Moderate Allocation SWBGX Schwab Mkt Place Balanced Mutual Fund
unknown asset name Selected American Shares Selected American Shares
ROOT CASH Schwab rtmt Adv Money Fund Money Mkt
ROOT CASH Schwab US Treasury Money Fund Money Mkt
ROOT CASH Schwab rtmt Adv Money Money Mkt
ROOT CASH Schwab Investor Money Fund Money Mkt
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Mutual Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Mutual Fund
LARGE BLEND SLASX Selected American Shares Mutual Fund
MID-CAP BLEND RPFIX Royce Premier Investment Class Mutual Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
Mid-Cap Growth JAENX Janus Enterprise
SMALL BLEND FSCIX Fidelity Adv Small Cap
MID-CAP VALUE ARTQX Artisan Mid Cap Mutual Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value
LARGE VALUE ACGMX Van Kampen Growth Income Mutual Fund
LARGE GROWTH HACAX Harbor Capital app
LARGE BLEND PEOPX Dreyfus S P 500 Index Mutual Fund
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Mutual Fund
Small Growth AASOX Alger Small Cap Growth Instl Mutual Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Mutual Fund
LARGE GROWTH IAFSX American Funds Growth
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Instl
SHORT GOVERNMENT VSGBX Vanguard F-I Secs Short-Term Federal
Intermediate-Term Bond DODIX Dodge Cox Income
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund
Intermediate-Term Bond LIBAX Columbia interm Bond Mutual Fund
Total Available Funds: 30
  • 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 SWBGX Schwab Mkt Place Balanced Mutual Fund 75% 3 60 0 0.48% 10.52%
unknown asset name Selected American Shares Selected American Shares 0% 3 60 0 NA NA
ROOT CASH Schwab rtmt Adv Money Fund Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Schwab US Treasury Money Fund Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Schwab rtmt Adv Money Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Schwab Investor Money Fund Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH CASH 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Mutual Fund 57% 3 60 0 0.9% 13.79%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Mutual Fund 99% 3 60 0 0.03% 1.39%
LARGE BLEND SLASX Selected American Shares Mutual Fund 97% 3 60 0 0.99% 12.41%
MID-CAP BLEND RPFIX Royce Premier Investment Class Mutual Fund 96% 3 60 0 2.24% 11.86%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 3.5%
Mid-Cap Growth JAENX Janus Enterprise 91% 3 60 0 1.14% 7.55%
SMALL BLEND FSCIX Fidelity Adv Small Cap 91% 3 60 0 2.15% 1.88%
MID-CAP VALUE ARTQX Artisan Mid Cap Mutual Fund 91% 3 60 0 1.05% 7.15%
LARGE VALUE EILVX Eaton Vance Large Cap Value 90% 3 60 0 0.77% 6.57%
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value 81% 3 60 0 0.83% 9.93%
LARGE VALUE ACGMX Van Kampen Growth Income Mutual Fund 80% 3 60 0 0.79% 8.79%
LARGE GROWTH HACAX Harbor Capital app 75% 3 60 0 1.04% 11.39%
LARGE BLEND PEOPX Dreyfus S P 500 Index Mutual Fund 72% 3 60 0 0.5% 10.91%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Mutual Fund 67% 3 60 0 0.82% 14.89%
Small Growth AASOX Alger Small Cap Growth Instl Mutual Fund 54% 3 60 0 1% 1.38%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Mutual Fund 0% 3 60 0 0.51% 12.76%
LARGE GROWTH IAFSX American Funds Growth 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Instl 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT VSGBX Vanguard F-I Secs Short-Term Federal 95% 3 60 0 0.1% 3.86%
Intermediate-Term Bond DODIX Dodge Cox Income 87% 3 60 0 0.33% 4.35%
Intermediate-Term Bond DBMIX Dreyfus Bond Mkt Index Inv Mutual Fund 62% 3 60 0 0.4% 3.63%
Intermediate-Term Bond LIBAX Columbia interm Bond Mutual Fund 50% 3 60 0 0.49% 4.66%
Average Expense Ratio: 0.8%
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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 for Portfolio Details or Follow 0.0% 5.6% -1.8% 23.7% 13.2% 10.9%

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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:MCRL)
The plan consists of 30 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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