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MyPlanIQ 401k Investor Cadence Design Systems 401K Plan

Cadence Design Systems 401K Plan Investment Model Portfolios

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CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH T. Rowe Price Stable Value Common Trust Fund
ROOT CASH Vanguard Treasury Money Market Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
Foreign Large Blend DODFX Dodge & Cox Stock Fund
Foreign Large Growth VWILX Vanguard International Growth Admin Fund
US EQUITY
Mid-Cap Growth HIMCX Hartford Midcap HLS IA Fund
LARGE GROWTH VIGAX Vanguard US Growth Admin Fund
MID-CAP VALUE WFMIX Allspring Special Mid Cap Value
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index-Institutional Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH T. Rowe Price Stable Value Common Trust Fund
ROOT CASH Vanguard Treasury Money Market Investment Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
Foreign Large Blend DODFX Dodge & Cox Stock Fund
Foreign Large Growth VWILX Vanguard International Growth Admin Fund
INTERNATIONAL EQUITY VGTSX Vanguard Total International Stock Index Fund I
US EQUITY
Mid-Cap Growth HIMCX Hartford Midcap HLS IA Fund
LARGE GROWTH VIGAX Vanguard US Growth Admin Fund
MID-CAP VALUE WFMIX Allspring Special Mid Cap Value
LARGE BLEND VFIAX Vanguard Institutional 500 Index Trust
MID-CAP BLEND VIEIX Vanguard Extended Market Index-Institutional Fund
SMALL BLEND DFSTX DFA US Small Cap I Fund
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index-Institutional Fund
Total Available Funds: 14
  • 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
ROOT CASH T. Rowe Price Stable Value Common Trust Fund 0% 1 60 0 NA 2.53%
ROOT CASH Vanguard Treasury Money Market Investment Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund 99% 1 60 0 0.52% 1.4%
Foreign Large Blend DODFX Dodge & Cox Stock Fund 99% 1 60 0 0.52% 1.4%
Foreign Large Growth VWILX Vanguard International Growth Admin Fund 83% 1 60 0 0.45% 6.92%
INTERNATIONAL EQUITY VGTSX Vanguard Total International Stock Index Fund I 16% 1 60 0 0.08% 3.29%
US EQUITY
Mid-Cap Growth HIMCX Hartford Midcap HLS IA Fund 91% 1 60 0 0.97% 18.96%
LARGE GROWTH VIGAX Vanguard US Growth Admin Fund 84% 1 60 0 0.04% 0.36%
MID-CAP VALUE WFMIX Allspring Special Mid Cap Value 79% 1 60 0 1.04% 10.89%
LARGE BLEND VFIAX Vanguard Institutional 500 Index Trust 78% 1 60 0 0.14% 1.3%
MID-CAP BLEND VIEIX Vanguard Extended Market Index-Institutional Fund 75% 1 60 0 0.06% 1.32%
SMALL BLEND DFSTX DFA US Small Cap I Fund 71% 1 60 0 0.27% 1.22%
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond 90% 1 60 0 0.52% 4.49%
Intermediate-Term Bond VTBIX Vanguard Total Bond Market Index-Institutional Fund 0% 1 60 0 0.12% NA
Average Expense Ratio: 0.38%
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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 -2.8% 3.1% 3.0% 8.2% 6.8% 7.7%

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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 -4.1% -0.6% 5.6% 8.0% 6.7% 8.6%

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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 for Portfolio Details or Follow 4.7% 18.9% 10.2% 4.7% 7.7% 7.1%

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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:CDNS)
The plan consists of 14 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Cadence Design Sys (Ticker:CDNS) has the "Cadence Design Systems 401K Plan".

Cadence Design Systems, Inc. (CDNS) is one of the largest electronic design automation software providers.



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