MyPlanIQ PMA CAPITAL CORPORATION RETIREMENT SAVINGS PLAN

PMA CAPITAL CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2031-2035 TRRJX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds
Moderate Allocation VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
Total Available Funds: 20
  • 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 Blend VWIGX Vanguard World Funds: Vanguard International Growth Fund; Investor Shares 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.12%
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds 100% 3 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds 100% 3 60 0 0.6% 7.59%
Target Date 2011-2015 TRRGX T Rowe Price Retirement Funds 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T Rowe Price Retirement Funds 100% 3 60 0 0.34% 2.74%
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds 100% 3 60 0 0.78% 11.87%
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 3 60 0 0.08% 2.62%
Target Date 2031-2035 TRRJX T Rowe Price Retirement Funds 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T Rowe Price Retirement Funds 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T Rowe Price Retirement Funds 96% 3 60 0 1.12% 6.6%
Moderate Allocation VGSTX Vanguard STAR Funds: Vanguard STAR Fund; Investor Shares 84% 3 60 0 0.31% 7.45%
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds 78% 3 60 0 0.63% 6.57%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.15%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor Funds: Vanguard Windsor II Fund; Investor Shares 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Vanguard Index Funds: Vanguard Extended Market Index Fund; Investor Shares 97% 3 60 0 0.06% 1.11%
Small Growth VEXPX Vanguard Explorer Fund; Investor Shares 76% 3 60 0 0.45% 4.34%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.53%
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Model Portfolios

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
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