MyPlanIQ 401k Investor FIRST REPUBLIC BANK 401K PLAN

FIRST REPUBLIC BANK 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International Fund Class I
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
DIVERSIFIED PACIFIC/ASIA MIPIX Matthews Asia Dividend Fund Institutional Class
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Health VGHCX Vanguard Health Care Fund Investor Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International Fund Class I
Foreign Large Blend DODFX Dodge & Cox International Stock Fund
DIVERSIFIED PACIFIC/ASIA MIPIX Matthews Asia Dividend Fund Institutional Class
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund
Health VGHCX Vanguard Health Care Fund Investor Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares
MID-CAP VALUE VASVX Vanguard Selected Value Fund
Total Available Funds: 15
  • 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
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund Investor Shares 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Markets Stock Index Fund Investor Shares 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX Oakmark International Fund Class I 100% 1 60 0 0.75% 1.9%
Foreign Large Blend DODFX Dodge & Cox International Stock Fund 99% 1 60 0 0.52% 2.33%
DIVERSIFIED PACIFIC/ASIA MIPIX Matthews Asia Dividend Fund Institutional Class 86% 1 60 0 1.02% 1%
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund 97% 1 60 0 0.08% 2.34%
Health VGHCX Vanguard Health Care Fund Investor Shares 97% 1 60 0 0.34% 0.76%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund 96% 1 60 0 0.08% 2.34%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund 70% 1 60 0 0.08% 2.21%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares 98% 1 60 0 0.07% 4.24%
High Yield Bond VWEHX Vanguard High-Yield Corporate Fund Investor Shares 95% 1 60 0 0.13% 5.68%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index Fund 100% 1 60 0 0.06% 1.97%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares 98% 1 60 0 0.14% 1.27%
MID-CAP VALUE VASVX Vanguard Selected Value Fund 84% 1 60 0 0.43% 1.58%
Average Expense Ratio: 0.27%
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Related Retirement Plans
FIRST REPUBLIC BANK 401(K) PLAN
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 0.6% 9.0% 0.8% 4.1% 4.2% 6.4%

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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 15 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity, REITs and Fixed Income.


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