MyPlanIQ 401k Investor PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN

PENN VIRGINIA CORPORATION AND AFFILIATED COMPANIES EMPLOYEES’ 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX  Janus Overseas Class S
Others
Target Date 2050+ TRRMX  T Rowe Ret. 2050 R
Target Date 2000-2010 RRTAX  T Rowe Ret. 2010 R
Target Date 2036-2040 RRTDX  T Rowe Ret. 2040 R
FIXED INCOME
Intermediate-Term Bond FTRBX  Federated Total Return Bond
Intermediate-Term Bond RRNIX  T Rowe Ret. Income R
US EQUITY
MID-CAP BLEND FMDCX  Federated Mid-Cap Index
LARGE BLEND FSIDX  Fidelity Advisor Div. Int
LARGE BLEND FUSEX  Fidelity Spartan US Equity Index
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX  Janus Overseas Class S
Others
Target Date 2050+ TRRMX  T Rowe Ret. 2050 R
Target Date 2000-2010 RRTAX  T Rowe Ret. 2010 R
Target Date 2036-2040 RRTDX  T Rowe Ret. 2040 R
Target Date 2026-2030 RRTCX  T Rowe Ret. 2030 R
Target Date 2016-2020 RRTBX  T Rowe Ret. 2020 R
FIXED INCOME
Intermediate-Term Bond FTRBX  Federated Total Return Bond
Intermediate-Term Bond RRNIX  T Rowe Ret. Income R
US EQUITY
MID-CAP BLEND FMDCX  Federated Mid-Cap Index
LARGE BLEND FSIDX  Fidelity Advisor Div. Int
LARGE BLEND FUSEX  Fidelity Spartan US Equity Index
MID-CAP VALUE FVIFX  Fidelity Advisor Value Strat
LARGE GROWTH RRGSX  T Rowe Growth Stock R
LARGE VALUE AAGAX American Beacon Lg Cap Value
Total Available Funds: 14
  • 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
Foreign Large Growth JAOSX  Janus Overseas Class S 95% 3 60 0 2.06% 2.7%
Others
Target Date 2050+ TRRMX  T Rowe Ret. 2050 R 78% 3 60 0 0.63% 6.57%
Target Date 2000-2010 RRTAX  T Rowe Ret. 2010 R 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX  T Rowe Ret. 2040 R 65% 3 60 0 0.6% 7.3%
Target Date 2026-2030 RRTCX  T Rowe Ret. 2030 R 63% 3 60 0 1.08% 10.31%
Target Date 2016-2020 RRTBX  T Rowe Ret. 2020 R 60% 3 60 0 0.78% 11.68%
FIXED INCOME
Intermediate-Term Bond FTRBX  Federated Total Return Bond 90% 3 60 0 0.94% 3.26%
Intermediate-Term Bond RRNIX  T Rowe Ret. Income R 61% 3 60 0 1.08% 3.16%
US EQUITY
MID-CAP BLEND FMDCX  Federated Mid-Cap Index 80% 3 60 0 0.32% 11.71%
LARGE BLEND FSIDX  Fidelity Advisor Div. Int 80% 3 60 0 0.68% 4.13%
LARGE BLEND FUSEX  Fidelity Spartan US Equity Index 79% 3 60 0 0.09% 1.79%
MID-CAP VALUE FVIFX  Fidelity Advisor Value Strat 71% 3 60 0 1.9% 1.07%
LARGE GROWTH RRGSX  T Rowe Growth Stock R 35% 3 60 0 1.2% 3.69%
LARGE VALUE AAGAX American Beacon Lg Cap Value 0% 3 60 0 0.34% 0%
Average Expense Ratio: 0.91%
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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% 12.3% 3.2% 8.0% 5.5% 7.1%

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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:PENN)
The plan consists of 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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