MyPlanIQ 401k Investor Third Federal Savings 401(k) Savings Plan

Third Federal Savings 401(k) Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Life Insurance Company Principal LifeTime 2050 Separate Account
Target Date 2036-2040 PTDIX Principal Life Insurance Company Principal LifeTime 2040 Separate Account
Target Date 2026-2030 PMTIX Principal Life Insurance Company Principal LifeTime 2030 Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend RERCX The American Funds Europacific Growth R3 Fund
Foreign Large Blend POVSX Putnam Investments Putnam International Equity A Fund
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Principal Medium Company Blend units of a pooled separate account
Mid-Cap Growth PGWIX Principal Life Insurance Company Principal Partners Mid-Cap Growth Separate Account
LARGE GROWTH PLGIX Principal Life Insurance Company Principal Partners Large-Cap Growth I Separate Account
FIXED INCOME
Intermediate Government PMRIX Principal Life Insurance Company Principal Bond Mortgage Separate Account
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Life Insurance Company Principal LifeTime 2050 Separate Account
Target Date 2036-2040 PTDIX Principal Life Insurance Company Principal LifeTime 2040 Separate Account
Target Date 2026-2030 PMTIX Principal Life Insurance Company Principal LifeTime 2030 Separate Account
Target Date 2016-2020 PLWIX Principal Life Insurance Company Principal LifeTime 2020 Separate Account
Retirement Income PLSIX Principal Life Insurance Company Principal LifeTime Strategic Income Separate
Moderate Allocation RLBEX The American Funds American Balanced R4 Fund
Target Date 2000-2010 PTTIX Principal Life Insurance Company Principal LifeTime 2010 Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend RERCX The American Funds Europacific Growth R3 Fund
Foreign Large Blend POVSX Putnam Investments Putnam International Equity A Fund
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Principal Medium Company Blend units of a pooled separate account
Mid-Cap Growth PGWIX Principal Life Insurance Company Principal Partners Mid-Cap Growth Separate Account
LARGE GROWTH PLGIX Principal Life Insurance Company Principal Partners Large-Cap Growth I Separate Account
SMALL BLEND PSLIX Principal Life Insurance Company Principal Small Company Blend units of a pooled separate account
LARGE BLEND RFNEX The American Funds Fundamental Investment R4 Fund
LARGE VALUE AEURX American Century American Century Equity Income Advanced
LARGE BLEND SSTIX Victory Funds Victory Stock Index A Fund
LARGE GROWTH RGAEX The American Funds Growth Fund of Amer R4 Fund
SMALL VALUE MOPAX Principal Life Insurance Company Principal Small Company Value units of a pooled separate account
Small Growth PPMPX Principal Life Insurance Company Principal Partners Small-Cap Growth II Separate Account
LARGE VALUE PLVPX Principal Life Insurance Company Principal Partners Large-Cap Value Separate Account
FIXED INCOME
Intermediate Government PMRIX Principal Life Insurance Company Principal Bond Mortgage Separate Account
Total Available Funds: 21
  • 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
Target Date 2050+ PPLIX Principal Life Insurance Company Principal LifeTime 2050 Separate Account 100% 3 60 0 1.04% 10.19%
Target Date 2036-2040 PTDIX Principal Life Insurance Company Principal LifeTime 2040 Separate Account 94% 3 60 0 1% 9.91%
Target Date 2026-2030 PMTIX Principal Life Insurance Company Principal LifeTime 2030 Separate Account 93% 3 60 0 1.45% 9.67%
Target Date 2016-2020 PLWIX Principal Life Insurance Company Principal LifeTime 2020 Separate Account 90% 3 60 0 0.91% 9.88%
Retirement Income PLSIX Principal Life Insurance Company Principal LifeTime Strategic Income Separate 84% 3 60 0 1.4% 5.87%
Moderate Allocation RLBEX The American Funds American Balanced R4 Fund 41% 3 60 0 0.31% 8.73%
Target Date 2000-2010 PTTIX Principal Life Insurance Company Principal LifeTime 2010 Separate Account 0% 3 60 0 0.72% 7.1%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX The American Funds Europacific Growth R3 Fund 56% 3 60 0 0.9% 13.98%
Foreign Large Blend POVSX Putnam Investments Putnam International Equity A Fund 37% 3 60 0 1.25% 11.02%
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Principal Medium Company Blend units of a pooled separate account 90% 3 60 0 0.94% 5.45%
Mid-Cap Growth PGWIX Principal Life Insurance Company Principal Partners Mid-Cap Growth Separate Account 84% 3 60 0 0.76% 0%
LARGE GROWTH PLGIX Principal Life Insurance Company Principal Partners Large-Cap Growth I Separate Account 78% 3 60 0 0.59% 13.85%
SMALL BLEND PSLIX Principal Life Insurance Company Principal Small Company Blend units of a pooled separate account 74% 3 60 0 1.19% 5.9%
LARGE BLEND RFNEX The American Funds Fundamental Investment R4 Fund 52% 3 60 0 0.28% 9.26%
LARGE VALUE AEURX American Century American Century Equity Income Advanced 41% 3 60 0 0.59% 9.81%
LARGE BLEND SSTIX Victory Funds Victory Stock Index A Fund 39% 3 60 0 0.71% 0%
LARGE GROWTH RGAEX The American Funds Growth Fund of Amer R4 Fund 39% 3 60 0 0.3% 11.29%
SMALL VALUE MOPAX Principal Life Insurance Company Principal Small Company Value units of a pooled separate account 35% 3 60 0 1.08% 0%
Small Growth PPMPX Principal Life Insurance Company Principal Partners Small-Cap Growth II Separate Account 0% 3 60 0 1.27% 11.42%
LARGE VALUE PLVPX Principal Life Insurance Company Principal Partners Large-Cap Value Separate Account 0% 3 60 0 0.7% 22.18%
FIXED INCOME
Intermediate Government PMRIX Principal Life Insurance Company Principal Bond Mortgage Separate Account 76% 3 60 0 0.67% 3.92%
Average Expense Ratio: 0.86%
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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 for Portfolio Details or Follow 1.0% 9.8% 2.8% 4.6% 4.2% 4.7%

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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:-)
The plan consists of 21 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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