MyPlanIQ 401k Investor The South Financial Group, Inc. 401(k) Plan

The South Financial Group, Inc. 401(k) Plan Investment Model Portfolios

Investment Menu Rating:

More retirement plan match, contribution, and login info
THE SOUTH FINANCIAL GROUP, INC. 401(K) PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX T. ROWE PRICE capital ITAL APPRECIATION FUND Mutual fund
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT FUND 2025 Mutual fund
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT FUND 2045 Mutual fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COLUMBIA ACORN Z FUND Mutual fund
Foreign Large Blend TIVRX THORNBURG INTERNATIONAL VALUE FUND Mutual fund
US EQUITY
SMALL BLEND NAESX VANGUARD SMALL capital INDEX FUND Mutual fund
MID-CAP BLEND VIMSX VANGUARD MID capital INDEX FUND Mutual fund
LARGE VALUE EILVX EATON VANCE LARGE capital VALUE FUND Mutual fund
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BOND INDEX FUND Mutual fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company TOTAL RETURN FUND Mutual fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX T. ROWE PRICE capital ITAL APPRECIATION FUND Mutual fund
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT FUND 2025 Mutual fund
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT FUND 2045 Mutual fund
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT FUND 2035 Mutual fund
Conservative Allocation VWINX VANGUARD WELLESLEY FUND Mutual fund
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMENT FUND 2015 Mutual fund
Target Date 2000-2010 VTOVX VANGUARD TARGET RETIREMENT FUND 2005 Money market fund
ROOT CASH VANGUARD PRIME MONEY MARKET FUND Money market fund
ROOT CASH FEDERATED PRIME OBLIGATIONS FUND Money market fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COLUMBIA ACORN Z FUND Mutual fund
Foreign Large Blend TIVRX THORNBURG INTERNATIONAL VALUE FUND Mutual fund
US EQUITY
SMALL BLEND NAESX VANGUARD SMALL capital INDEX FUND Mutual fund
MID-CAP BLEND VIMSX VANGUARD MID capital INDEX FUND Mutual fund
LARGE VALUE EILVX EATON VANCE LARGE capital VALUE FUND Mutual fund
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX FUND Mutual fund
LARGE GROWTH RGAFX GROWTH FUND OF AMERICA Mutual fund
SMALL BLEND KSCIX KEELEY SMALL capital VALUE FUND Mutual fund
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BOND INDEX FUND Mutual fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company TOTAL RETURN FUND Mutual fund
Total Available Funds: 19
  • 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 PRWCX T. ROWE PRICE capital ITAL APPRECIATION FUND Mutual fund 99% 3 60 0 0.98% 15.76%
Target Date 2021-2025 VTTVX VANGUARD TARGET RETIREMENT FUND 2025 Mutual fund 97% 3 60 0 0.08% 7.56%
Target Date 2041-2045 VTIVX VANGUARD TARGET RETIREMENT FUND 2045 Mutual fund 97% 3 60 0 0.08% 2.78%
Target Date 2031-2035 VTTHX VANGUARD TARGET RETIREMENT FUND 2035 Mutual fund 96% 3 60 0 0.08% 3.22%
Conservative Allocation VWINX VANGUARD WELLESLEY FUND Mutual fund 90% 3 60 0 0.16% 7.95%
Target Date 2011-2015 VTXVX VANGUARD TARGET RETIREMENT FUND 2015 Mutual fund 0% 3 60 0 0.08% 14.93%
Target Date 2000-2010 VTOVX VANGUARD TARGET RETIREMENT FUND 2005 Money market fund 0% 3 60 0 NA 2.94%
ROOT CASH VANGUARD PRIME MONEY MARKET FUND Money market fund 0% 1 60 0 NA 2.53%
ROOT CASH FEDERATED PRIME OBLIGATIONS FUND Money market fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COLUMBIA ACORN Z FUND Mutual fund 99% 3 60 0 1.48% 5.62%
Foreign Large Blend TIVRX THORNBURG INTERNATIONAL VALUE FUND Mutual fund 93% 3 60 0 1.16% 3.91%
US EQUITY
SMALL BLEND NAESX VANGUARD SMALL capital INDEX FUND Mutual fund 99% 3 60 0 0.03% 1.39%
MID-CAP BLEND VIMSX VANGUARD MID capital INDEX FUND Mutual fund 98% 3 60 0 0.04% 1.46%
LARGE VALUE EILVX EATON VANCE LARGE capital VALUE FUND Mutual fund 90% 3 60 0 0.77% 6.57%
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX FUND Mutual fund 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX GROWTH FUND OF AMERICA Mutual fund 75% 3 60 0 0.63% 11.46%
SMALL BLEND KSCIX KEELEY SMALL capital VALUE FUND Mutual fund 0% 3 60 0 1.1% 7.82%
FIXED INCOME
Intermediate-Term Bond VBMFX VANGUARD TOTAL BOND INDEX FUND Mutual fund 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX Pacific Investment Management Company TOTAL RETURN FUND Mutual fund 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.48%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 0.5% 12.5% 1.6% 3.4% 2.9% 4.1%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:TSFG)
The plan consists of 20 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.