MyPlanIQ 401k Investor The Principal Select Savings Plan

The Principal Select Savings Plan Investment Model Portfolios

This Plan is unrated.
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THE PRINCIPAL SELECT SAVINGS PLAN FOR EMPLOYEES
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
WORLD STOCK MWEHX MWEHX
Others
Nontraditional Bond GZIRX GZIRX
ROOT CASH Principal Life Insurance  Company Deposits in guaranteed interest accounts 
US EQUITY
Small Growth PPNPX PPNPX
SMALL VALUE DEVIX DEVIX
Mid-Cap Growth EAASX EAASX
FIXED INCOME
WORLD BOND OIBYX OIBYX
Intermediate-Term Bond PDBZX PDBZX
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
WORLD STOCK MWEHX MWEHX
Others
Nontraditional Bond GZIRX GZIRX
ROOT CASH Principal Life Insurance  Company Deposits in guaranteed interest accounts 
US EQUITY
Small Growth PPNPX PPNPX
SMALL VALUE DEVIX DEVIX
Mid-Cap Growth EAASX EAASX
MID-CAP VALUE GETGX GETGX
LARGE GROWTH FUNYX FUNYX
LARGE VALUE PEIQX PEIQX
SMALL BLEND FSSVX FSSVX
MID-CAP BLEND FSCKX FSCKX
LARGE BLEND FUSVX FUSVX
FIXED INCOME
WORLD BOND OIBYX OIBYX
Intermediate-Term Bond PDBZX PDBZX
Total Available Funds: 16
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX ODVYX 89% 3 60 0 0.84% 0.25%
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX 57% 3 60 0 0.9% 1.16%
WORLD STOCK MWEHX MWEHX 52% 3 60 0 0.9% 0.73%
Others
Nontraditional Bond GZIRX GZIRX 14% 3 60 0 0.7% 4.51%
ROOT CASH Principal Life Insurance  Company Deposits in guaranteed interest accounts  0% 1 60 0 NA 5.5%
US EQUITY
Small Growth PPNPX PPNPX 84% 3 60 0 1.19% 0%
SMALL VALUE DEVIX DEVIX 77% 3 60 0 1.36% 1.31%
Mid-Cap Growth EAASX EAASX 64% 3 60 0 1.14% 0%
MID-CAP VALUE GETGX GETGX 63% 3 60 0 1.65% 0.65%
LARGE GROWTH FUNYX FUNYX 4% 3 60 0 1.71% 0%
LARGE VALUE PEIQX PEIQX 2% 3 60 0 1.62% 0.8%
SMALL BLEND FSSVX FSSVX 0% 3 60 0 0.24% 3.31%
MID-CAP BLEND FSCKX FSCKX 0% 3 60 0 0.14% 2.71%
LARGE BLEND FUSVX FUSVX 0% 3 60 0 0.04% 2.05%
FIXED INCOME
WORLD BOND OIBYX OIBYX 95% 3 60 0 0.71% 3.05%
Intermediate-Term Bond PDBZX PDBZX 83% 3 60 0 1.01% 3.23%
Average Expense Ratio: 0.94%
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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 0.1% 0.2% -0.5% 3.0% 4.8% 6.1%

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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 for Portfolio Details or Follow -5.1% -5.5% 6.0% 4.3% 9.6% 6.9%

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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 7.7% -6.9% 4.6% 4.6% 9.0% 9.2%

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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 -3.0% 7.7% 5.2% 8.1% 7.8%

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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:PFG)
The plan consists of 24 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

Principal Financial Group, Inc. provides retirement savings, investment, and insurance products and services worldwide.



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