MyPlanIQ 401k Investor FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST

FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg Funds International Fund Class A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Funds Total Return Fund Class D
US EQUITY
LARGE VALUE AAGPX American Funds Beacon Large Cap Value Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg Funds International Fund Class A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt Fund 2010
Moderate Allocation RIDFX American Funds Income Fund of Amer
ROOT CASH Schwab Investments Money Mkt
ROOT CASH Schwab Investments Investor Money Fund
ROOT SWPIX Schwab Investments S P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Funds Total Return Fund Class D
US EQUITY
LARGE VALUE AAGPX American Funds Beacon Large Cap Value Fund
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL BLEND OPMSX Oppenheimer Funds Small Cap Value Fund Class A
LARGE GROWTH VIDSX Victory Funds Diversified Stock 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
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg Funds International Fund Class A 64% 3 60 0 1.36% 0.41%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt Fund 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt Fund 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt Fund 2020 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt Fund 2010 97% 3 60 0 0.99% 10.65%
Moderate Allocation RIDFX American Funds Income Fund of Amer 87% 3 60 0 0.58% 3.88%
ROOT CASH Schwab Investments Money Mkt 0% 1 60 0 NA 4.14%
ROOT CASH Schwab Investments Investor Money Fund 0% 1 60 0 NA 4.14%
ROOT SWPIX Schwab Investments S P 500 Index Fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTDX Pacific Investment Management Company Funds Total Return Fund Class D 65% 3 60 0 0.75% 4.84%
US EQUITY
LARGE VALUE AAGPX American Funds Beacon Large Cap Value Fund 98% 3 60 0 0.94% 1.57%
Mid-Cap Growth RPMGX T. Rowe Price Retirement Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
SMALL BLEND OPMSX Oppenheimer Funds Small Cap Value Fund Class A 43% 3 60 0 1.32% 0%
LARGE GROWTH VIDSX Victory Funds Diversified Stock Fund 0% 3 60 0 0.61% 42.6%
Average Expense Ratio: 0.91%
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Related Retirement Plans
FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST
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 3.5% 14.4% 1.5% 6.6% 5.0% 7.2%

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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:BUSE)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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