MyPlanIQ 401k Investor ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

ZIONS BANCORPORATION PAYSHELTER 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRRSX PIM COM REAL RET I
REAL ESTATE VGRSX VANG REIT IDX SIG
REAL ESTATE REFDX MSIF INTL REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMG MKT STOCK
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BLKRK INTL OPP INST
Foreign Large Value AIVIX ALL/BERN INTL VAL AD
Foreign Large Blend FDVAX FA DIVERS INTL I
Others
Retirement Income FFFAX FID FREEDOM INCOME
Moderate Allocation FBALX FID BALANCED
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRRSX PIM COM REAL RET I
REAL ESTATE VGRSX VANG REIT IDX SIG
REAL ESTATE REFDX MSIF INTL REAL EST I
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMG MKT STOCK
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BLKRK INTL OPP INST
Foreign Large Value AIVIX ALL/BERN INTL VAL AD
Foreign Large Blend FDVAX FA DIVERS INTL I
Foreign Large Blend FSIVX fidelity SPARTAN INTL INDEX
Foreign Large Value AIVRX ALLIANCE BERNSTEIN INVESTMENTS
Others
Retirement Income FFFAX FID FREEDOM INCOME
Moderate Allocation FBALX FID BALANCED
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX FID CAPITAL & INCOME
Inflation-Protected Bond VIPIX VANG INF PROT SEC
WORLD BOND LSGBX LOOMIS GLBL BD INST
Multisector Bond LSBDX LOOMIS BOND INST
Intermediate-Term Bond FBNDX FIDELITY INVESTMENTS
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX
US EQUITY
SMALL BLEND NAESX VANG SM CAP IDX INST
MID-CAP VALUE JMCVX PERKINS MD CP VL INV
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX
MID-CAP BLEND VMCIX VANG MID CAP IDX SIG
LARGE BLEND FSMAX SPARTAN US EQ INDEX
LARGE BLEND SRVEX VICTORY DIVERS STK A
LARGE GROWTH SHRAX LMP AGGR GROWTH A
Mid-Cap Growth RIMMX RAINIER SM/MID CAP
Small Growth AUSAX COLUMBIA ACORN USA Z
Total Available Funds: 28
  • 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
REAL ESTATE
REAL ESTATE PRRSX PIM COM REAL RET I 100% 3 60 0 3.53% 2.3%
REAL ESTATE VGRSX VANG REIT IDX SIG 0% 3 60 0 0.1% 4%
REAL ESTATE REFDX MSIF INTL REAL EST I 0% 3 60 0 NA 0.42%
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMG MKT STOCK 81% 3 60 0 0% 0.34%
INTERNATIONAL EQUITY
Foreign Large Blend BISIX BLKRK INTL OPP INST 96% 3 60 0 0.93% 1.53%
Foreign Large Value AIVIX ALL/BERN INTL VAL AD 69% 3 60 0 1.25% 9.21%
Foreign Large Blend FDVAX FA DIVERS INTL I 38% 3 60 0 0.91% 5.68%
Foreign Large Blend FSIVX fidelity SPARTAN INTL INDEX 0% 3 60 0 0.07% 2.44%
Foreign Large Value AIVRX ALLIANCE BERNSTEIN INVESTMENTS 0% 3 60 0 1.25% 113.07%
Others
Retirement Income FFFAX FID FREEDOM INCOME 98% 3 60 0 0.42% 3.01%
Moderate Allocation FBALX FID BALANCED 79% 3 60 0 0.5% 5.21%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 3 60 0 0.83% 4.61%
High Yield Bond FAGIX FID CAPITAL & INCOME 91% 3 60 0 0.93% 4.59%
Inflation-Protected Bond VIPIX VANG INF PROT SEC 90% 3 60 0 0.1% 4.03%
WORLD BOND LSGBX LOOMIS GLBL BD INST 87% 3 60 0 0.95% 0%
Multisector Bond LSBDX LOOMIS BOND INST 82% 3 60 0 0.6% 5.55%
Intermediate-Term Bond FBNDX FIDELITY INVESTMENTS 76% 3 60 0 0.76% 3.59%
Intermediate-Term Bond FBIDX FIDELITY US BD INDEX 0% 3 60 0 0.13% 2.17%
US EQUITY
SMALL BLEND NAESX VANG SM CAP IDX INST 99% 3 60 0 0.03% 1.33%
MID-CAP VALUE JMCVX PERKINS MD CP VL INV 98% 3 60 0 0.91% 0.7%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 3 60 0 0.55% 5.19%
LARGE BLEND FSTMX SPTN TOTAL MKT INDEX 93% 3 60 0 0.09% 1.23%
MID-CAP BLEND VMCIX VANG MID CAP IDX SIG 72% 3 60 0 0.04% 1.28%
LARGE BLEND FSMAX SPARTAN US EQ INDEX 70% 3 60 0 0.03% 0.52%
LARGE BLEND SRVEX VICTORY DIVERS STK A 50% 3 60 0 0.78% 10.38%
LARGE GROWTH SHRAX LMP AGGR GROWTH A 27% 3 60 0 1.24% 18.08%
Mid-Cap Growth RIMMX RAINIER SM/MID CAP 0% 3 60 0 1.31% 24.41%
Small Growth AUSAX COLUMBIA ACORN USA Z 0% 3 60 0 1.08% 3.97%
Average Expense Ratio: 0.72%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 5.8% 11.6% 10.3% 8.8% 8.2%

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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 -0.3% 4.7% 21.2% 16.0% 10.0% 9.5%

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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:ZB-PC)
The plan consists of 28 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, REITs and Foreign Equity.
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