MyPlanIQ 401k Investor UNITED BANKSHARES INC. SAVINGS AND STOCK INVESTMENT PLAN

UNITED BANKSHARES INC. SAVINGS AND STOCK INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EXWAX Manning Napier World Opportunities A
Foreign Large Blend IJBPX Julius Baer International Equity Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040 Fund-R
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030 Fund-R
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020 Fund-R
FIXED INCOME
Intermediate-Term Bond FRISX Federated Income Tr
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Equity
LARGE BLEND QIACX MDT All Cap Core Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EXWAX Manning Napier World Opportunities A
Foreign Large Blend IJBPX Julius Baer International Equity Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040 Fund-R
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030 Fund-R
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020 Fund-R
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt Fund 2010 Fund-R
Moderate Allocation JABAX Janus Balanced Fund
BALANCE FUND SCFCX Federated Stk Tr Sh Ben
FIXED INCOME
Intermediate-Term Bond FRISX Federated Income Tr
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Equity
LARGE BLEND QIACX MDT All Cap Core Fund
LARGE BLEND FISPX Federated Max-Cap Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth KAUFX Federated Kaufmann Fund
SMALL BLEND RSPYX RS Partners Fund
Small Growth FKBSX Federated Kaufmann Small Cap Fund
LARGE BLEND CPAIX Federated Capital Preservation Fund
Total Available Funds: 19
  • 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 EXWAX Manning Napier World Opportunities A 0% 3 60 0 1.1% 0.89%
Foreign Large Blend IJBPX Julius Baer International Equity Fund 0% 3 60 0 NA 0%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040 Fund-R 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030 Fund-R 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020 Fund-R 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt Fund 2010 Fund-R 97% 3 60 0 0.99% 10.65%
Moderate Allocation JABAX Janus Balanced Fund 91% 3 60 0 0.7% 3.12%
BALANCE FUND SCFCX Federated Stk Tr Sh Ben 0% 3 60 0 0.65% 4.14%
FIXED INCOME
Intermediate-Term Bond FRISX Federated Income Tr 91% 3 60 0 0.52% 1.2%
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.26%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 1.89%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Equity 93% 3 60 0 1.18% 0.54%
LARGE BLEND QIACX MDT All Cap Core Fund 82% 3 60 0 0.74% 0.73%
LARGE BLEND FISPX Federated Max-Cap Fund 77% 3 60 0 1.12% 1.09%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth KAUFX Federated Kaufmann Fund 64% 3 60 0 2.51% 1.91%
SMALL BLEND RSPYX RS Partners Fund 56% 3 60 0 1.12% 5.11%
Small Growth FKBSX Federated Kaufmann Small Cap Fund 0% 3 60 0 1.36% 0%
LARGE BLEND CPAIX Federated Capital Preservation Fund 0% 3 60 0 0.99% 0%
Average Expense Ratio: 1%
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Related Retirement Plans
UNITED BANKSHARES, INC. SAVINGS AND STOCK INVESTMENT PLAN
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(Ticker:UBSI)
The plan consists of 20 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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