MyPlanIQ 401k Investor APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN

APOGEE ENTERPRISES, INC. 401(k) RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund
Foreign Large Blend VGTSX Vanguard International Stock Fund
Others
Target Date 2036-2040 TRRDX T.Rowe Price 2040 Fund
Target Date 2011-2015 TRRGX T.Rowe Price 2015 Fund
Target Date 2026-2030 TRRCX T.Rowe Price 2030 Fund
FIXED INCOME
Intermediate-Term Bond SSBMX State Street Global Advisors Bond Market Fund*
US EQUITY
SMALL BLEND IWM State Street Global Advisors Russell 2000 Fund*
MID-CAP VALUE ARTQX Artisan Midcap Value Fund
Small Growth FSSAX Franklin Small Cap Growth Fund II
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund
Foreign Large Blend VGTSX Vanguard International Stock Fund
Others
Target Date 2036-2040 TRRDX T.Rowe Price 2040 Fund
Target Date 2011-2015 TRRGX T.Rowe Price 2015 Fund
Target Date 2026-2030 TRRCX T.Rowe Price 2030 Fund
Target Date 2016-2020 TRRBX T.Rowe Price 2020 Fund
Target Date 2031-2035 TRRJX T.Rowe Price 2035 Fund
Target Date 2000-2010 TRRAX T.Rowe Price 2010 Fund
Target Date 2021-2025 TRRHX T.Rowe Price 2025 Fund
Target Date 2041-2045 TRRKX T.Rowe Price 2045 Fund
Retirement Income TRRIX T.Rowe Price Income Fund
Target Date 2050+ TRRMX T.Rowe Price 2050 Fund
ROOT CASH State Street Global Advisors Money Market Fund*
FIXED INCOME
Intermediate-Term Bond SSBMX State Street Global Advisors Bond Market Fund*
US EQUITY
SMALL BLEND IWM State Street Global Advisors Russell 2000 Fund*
MID-CAP VALUE ARTQX Artisan Midcap Value Fund
Small Growth FSSAX Franklin Small Cap Growth Fund II
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Index Fund*
SMALL VALUE ICISX ING Columbia Small Cap Fund
Mid-Cap Growth IFDIX ING FMR Diversified Midcap Fund
LARGE VALUE ILVAX MFS Large Cap Growth Fund
MID-CAP BLEND EMM State Street Global Advisors Mid Cap Fund*
LARGE VALUE ELV State Street Global Advisors Large Cap Value Fund*
Total Available Funds: 24
  • 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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Fund 99% 3 60 0 0.52% 2.24%
Foreign Large Blend FDVIX Fidelity Advisor Diversified International Fund 74% 3 60 0 0.91% 1.79%
Foreign Large Blend VGTSX Vanguard International Stock Fund 16% 3 60 0 0.08% 1.23%
Others
Target Date 2036-2040 TRRDX T.Rowe Price 2040 Fund 100% 3 60 0 0.6% 2.39%
Target Date 2011-2015 TRRGX T.Rowe Price 2015 Fund 100% 3 60 0 0.76% 0%
Target Date 2026-2030 TRRCX T.Rowe Price 2030 Fund 100% 3 60 0 1.08% 3.52%
Target Date 2016-2020 TRRBX T.Rowe Price 2020 Fund 100% 3 60 0 0.78% 0%
Target Date 2031-2035 TRRJX T.Rowe Price 2035 Fund 97% 3 60 0 0.84% 0%
Target Date 2000-2010 TRRAX T.Rowe Price 2010 Fund 97% 3 60 0 0.99% 0%
Target Date 2021-2025 TRRHX T.Rowe Price 2025 Fund 96% 3 60 0 1.05% 0%
Target Date 2041-2045 TRRKX T.Rowe Price 2045 Fund 96% 3 60 0 1.12% 0%
Retirement Income TRRIX T.Rowe Price Income Fund 91% 3 60 0 0.34% 3.57%
Target Date 2050+ TRRMX T.Rowe Price 2050 Fund 77% 3 60 0 0.63% 0%
ROOT CASH State Street Global Advisors Money Market Fund* 0% 1 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond SSBMX State Street Global Advisors Bond Market Fund* 0% 3 60 0 0.51% 1.22%
US EQUITY
SMALL BLEND IWM State Street Global Advisors Russell 2000 Fund* 99% 3 60 0 0.19% 1.02%
MID-CAP VALUE ARTQX Artisan Midcap Value Fund 91% 3 60 0 1.05% 0.5%
Small Growth FSSAX Franklin Small Cap Growth Fund II 77% 3 60 0 1.11% 0%
LARGE BLEND SVSPX State Street Global Advisors S&P 500 Index Fund* 75% 3 60 0 0.16% 0.68%
SMALL VALUE ICISX ING Columbia Small Cap Fund 67% 3 60 0 1.17% 2.08%
Mid-Cap Growth IFDIX ING FMR Diversified Midcap Fund 0% 3 60 0 0.66% 0.74%
LARGE VALUE ILVAX MFS Large Cap Growth Fund 0% 3 60 0 0.65% 52.74%
MID-CAP BLEND EMM State Street Global Advisors Mid Cap Fund* 0% 3 60 0 0.25% 2.73%
LARGE VALUE ELV State Street Global Advisors Large Cap Value Fund* 0% 3 60 0 NA 1.22%
Average Expense Ratio: 0.7%
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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 for Portfolio Details or Follow 2.1% 3.7% 3.0% 5.4% 3.8% 5.4%

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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:APOG)
The plan consists of 25 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The symbol of the company is APOG.



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