MyPlanIQ 401k Investor FULTON FINANCIAL CORPORATION 401(k) RETIREMENT PLAN

FULTON FINANCIAL CORPORATION 401(k) RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value GCIIX Goldman Sachs Co. Goldman Sachs Financial Square
Foreign Large Blend MRSIX MFS Investment MFS Research International Fund
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Investors Inc. Federated Total Return Bond Fund
Intermediate-Term Bond PRCIX T Rowe Price New Income Fund
US EQUITY
SMALL BLEND LSSCX Loomis Sayles Loomis Sayles Small Cap Value Fund
MID-CAP VALUE FMPOX Fidelity Investments Fidelity Advisor Mid Cap Value Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value GCIIX Goldman Sachs Co. Goldman Sachs Financial Square
Foreign Large Blend MRSIX MFS Investment MFS Research International Fund
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund
Moderate Allocation VGSTX Vanguard Star Fund
ROOT CASH Goldman Sachs Co. Goldman Sachs Financial Square
FIXED INCOME
Intermediate-Term Bond FTRBX Investors Inc. Federated Total Return Bond Fund
Intermediate-Term Bond PRCIX T Rowe Price New Income Fund
US EQUITY
SMALL BLEND LSSCX Loomis Sayles Loomis Sayles Small Cap Value Fund
MID-CAP VALUE FMPOX Fidelity Investments Fidelity Advisor Mid Cap Value Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
SMALL VALUE FCVIX Fidelity Investments Fidelity Advisor Small Cap Value Fund
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
MID-CAP VALUE GCMAX Goldman Sachs Co. Goldman Sachs Mid Cap Value Fund
LARGE VALUE MEIIX MFS Value Fund
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund
SMALL BLEND ASCQX American Century American Century Small Company Fund
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
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
Foreign Large Value GCIIX Goldman Sachs Co. Goldman Sachs Financial Square 72% 3 60 0 1.43% 3.34%
Foreign Large Blend MRSIX MFS Investment MFS Research International Fund 54% 3 60 0 0.75% 0%
Others
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund 100% 3 60 0 0.99% 10.65%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund 96% 3 60 0 0.78% 11.87%
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund 91% 3 60 0 0.6% 7.59%
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund 84% 3 60 0 0.63% 6.57%
Moderate Allocation VGSTX Vanguard Star Fund 47% 3 60 0 0.31% 7.45%
ROOT CASH Goldman Sachs Co. Goldman Sachs Financial Square 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FTRBX Investors Inc. Federated Total Return Bond Fund 73% 3 60 0 0.94% 3.26%
Intermediate-Term Bond PRCIX T Rowe Price New Income Fund 17% 3 60 0 1.08% 4.01%
US EQUITY
SMALL BLEND LSSCX Loomis Sayles Loomis Sayles Small Cap Value Fund 94% 3 60 0 1.4% 0.19%
MID-CAP VALUE FMPOX Fidelity Investments Fidelity Advisor Mid Cap Value Fund 90% 3 60 0 1.08% 0.39%
LARGE BLEND VFINX Vanguard 500 Index Fund 84% 3 60 0 0.14% 1.27%
SMALL VALUE FCVIX Fidelity Investments Fidelity Advisor Small Cap Value Fund 80% 3 60 0 1.5% 3.98%
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 72% 3 60 0 0.06% 1.97%
MID-CAP VALUE GCMAX Goldman Sachs Co. Goldman Sachs Mid Cap Value Fund 69% 3 60 0 1.18% 0.54%
LARGE VALUE MEIIX MFS Value Fund 48% 3 60 0 0.8% 8.54%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Fund 46% 3 60 0 0.04% 1.35%
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund 45% 3 60 0 1.41% 0%
SMALL BLEND ASCQX American Century American Century Small Company Fund 42% 3 60 0 0.65% 0.61%
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 20% 3 60 0 0% 0%
Average Expense Ratio: 0.8%
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Related Retirement Plans
FULTON FINANCIAL CORPORATION 401(K) RETIREMENT 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:FULT)
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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