MyPlanIQ 401k Investor THE FIFTH THIRD BANCORP MASTER PROFIT SHARING PLAN

THE FIFTH THIRD BANCORP MASTER PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds American Funds Cap Wld G I (R3)
WORLD STOCK TEGRX Franklin Templeton Funds Templeton Growth Fund
Others
Target Date 2041-2045 ISJIX ING Life Insurance & Annuity Company ING Index Sol 2045 - CI
Target Date 2021-2025 ISDIX ING Life Insurance & Annuity Company ING Index Sol 2025 - CI
Target Date 2031-2035 ISEIX ING Life Insurance & Annuity Company ING Index Sol 2035 - CI
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE ING Life Insurance & Annuity Company ING Fixed Account
Intermediate-Term Bond IPTSX ING Life Insurance & Annuity Company ING Pacific Investment Management Company Total Return Port. (Init)
US EQUITY
SMALL BLEND LRSYX Lord Abbett Funds Lord Abbett Sm-Cap Value Fund
MID-CAP VALUE TRMCX T. Rowe Price Funds T. Rowe Price Mid-Cap Val Fd
Small Growth IBGIX ING Life Insurance & Annuity Company ING Baron Small Cap Growth Portfolio
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds American Funds Cap Wld G I (R3)
WORLD STOCK TEGRX Franklin Templeton Funds Templeton Growth Fund
Others
Target Date 2041-2045 ISJIX ING Life Insurance & Annuity Company ING Index Sol 2045 - CI
Target Date 2021-2025 ISDIX ING Life Insurance & Annuity Company ING Index Sol 2025 - CI
Target Date 2031-2035 ISEIX ING Life Insurance & Annuity Company ING Index Sol 2035 - CI
Moderate Allocation RLBFX American Funds American Balanced Fund (R3)
Retirement Income ISKIX ING Life Insurance & Annuity Company ING Solution Income Port-Adv
Target Date 2041-2045 ISRAX ING Life Insurance & Annuity Company ING Solution 2045 Port-Adv
Target Date 2031-2035 ISQAX ING Life Insurance & Annuity Company ING Solution 2035 Port-Adv
Target Date 2021-2025 ISZAX ING Life Insurance & Annuity Company ING Solution 2025 Port-Adv
Moderate Allocation RIDCX American Funds The Income Fund of Amer (R3)
Target Date 2011-2015 ISSIX ING Life Insurance & Annuity Company ING Index Sol 2015 - CI
Target Date 2011-2015 ISOAX ING Life Insurance & Annuity Company ING Solution 2015 Port-Adv
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE ING Life Insurance & Annuity Company ING Fixed Account
Intermediate-Term Bond IPTSX ING Life Insurance & Annuity Company ING Pacific Investment Management Company Total Return Port. (Init)
US EQUITY
SMALL BLEND LRSYX Lord Abbett Funds Lord Abbett Sm-Cap Value Fund
MID-CAP VALUE TRMCX T. Rowe Price Funds T. Rowe Price Mid-Cap Val Fd
Small Growth IBGIX ING Life Insurance & Annuity Company ING Baron Small Cap Growth Portfolio
MID-CAP BLEND IPMIX ING Life Insurance & Annuity Company ING VP Index Plus Mid-Cap Port (I)
LARGE GROWTH RGACX American Funds The Growth Fund of Amer (R3)
Small Growth BNMCX UBS Funds UBS US Small Cap Growth Fund
LARGE GROWTH VPCAX Fidelity Funds Fidelity VIP Contra fund Port
Total Available Funds: 22
  • 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
WORLD STOCK RWICX American Funds American Funds Cap Wld G I (R3) 62% 3 60 0 0.53% 3.21%
WORLD STOCK TEGRX Franklin Templeton Funds Templeton Growth Fund 38% 3 60 0 0.79% 1.1%
Others
Target Date 2041-2045 ISJIX ING Life Insurance & Annuity Company ING Index Sol 2045 - CI 87% 3 60 0 0.46% 9.45%
Target Date 2021-2025 ISDIX ING Life Insurance & Annuity Company ING Index Sol 2025 - CI 86% 3 60 0 0.44% 5.61%
Target Date 2031-2035 ISEIX ING Life Insurance & Annuity Company ING Index Sol 2035 - CI 86% 3 60 0 0.46% 8.26%
Moderate Allocation RLBFX American Funds American Balanced Fund (R3) 79% 3 60 0 0.31% 2.64%
Retirement Income ISKIX ING Life Insurance & Annuity Company ING Solution Income Port-Adv 66% 3 60 0 0.18% 4.13%
Target Date 2041-2045 ISRAX ING Life Insurance & Annuity Company ING Solution 2045 Port-Adv 62% 3 60 0 1% 8.17%
Target Date 2031-2035 ISQAX ING Life Insurance & Annuity Company ING Solution 2035 Port-Adv 60% 3 60 0 1.23% 6.52%
Target Date 2021-2025 ISZAX ING Life Insurance & Annuity Company ING Solution 2025 Port-Adv 58% 3 60 0 0.72% 4.19%
Moderate Allocation RIDCX American Funds The Income Fund of Amer (R3) 36% 3 60 0 0.69% 3.4%
Target Date 2011-2015 ISSIX ING Life Insurance & Annuity Company ING Index Sol 2015 - CI 0% 3 60 0 0.11% 0%
Target Date 2011-2015 ISOAX ING Life Insurance & Annuity Company ING Solution 2015 Port-Adv 0% 3 60 0 1.28% 3.72%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE ING Life Insurance & Annuity Company ING Fixed Account 16% 3 60 0 NA 27.03%
Intermediate-Term Bond IPTSX ING Life Insurance & Annuity Company ING Pacific Investment Management Company Total Return Port. (Init) 0% 3 60 0 0.83% 0%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Funds Lord Abbett Sm-Cap Value Fund 92% 3 60 0 1.43% 0.26%
MID-CAP VALUE TRMCX T. Rowe Price Funds T. Rowe Price Mid-Cap Val Fd 81% 3 60 0 0.83% 7.78%
Small Growth IBGIX ING Life Insurance & Annuity Company ING Baron Small Cap Growth Portfolio 75% 3 60 0 1.39% 5.37%
MID-CAP BLEND IPMIX ING Life Insurance & Annuity Company ING VP Index Plus Mid-Cap Port (I) 71% 3 60 0 0.85% 0.96%
LARGE GROWTH RGACX American Funds The Growth Fund of Amer (R3) 37% 3 60 0 0.3% 0%
Small Growth BNMCX UBS Funds UBS US Small Cap Growth Fund 0% 3 60 0 2.16% 35.36%
LARGE GROWTH VPCAX Fidelity Funds Fidelity VIP Contra fund Port 0% 3 60 0 1.45% 0%
Average Expense Ratio: 0.83%
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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 5.7% 23.3% 8.8% 8.9% 5.8% 7.6%

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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
The plan consists of 22 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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