MyPlanIQ 401k Investor WESBANCO INC. KSOP

WESBANCO INC. KSOP

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
WORLD STOCK RSLEX American Small Cap World R4
Foreign Large Blend REREX American EuroPacific Growth R4
Others
Target Date 2036-2040 TRRDX T-Rowe Price Target Retirement 2040 Fund
Target Date 2026-2030 TRRCX T-Rowe Price Target Retirement 2030 Fund
Target Date 2016-2020 TRRBX T-Rowe Price Target Retirement 2020 Fund
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth WMKSX WesMark Small Company G
LARGE VALUE ACIIX American Century Equity Income
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
WORLD STOCK RSLEX American Small Cap World R4
Foreign Large Blend REREX American EuroPacific Growth R4
Others
Target Date 2036-2040 TRRDX T-Rowe Price Target Retirement 2040 Fund
Target Date 2026-2030 TRRCX T-Rowe Price Target Retirement 2030 Fund
Target Date 2016-2020 TRRBX T-Rowe Price Target Retirement 2020 Fund
Target Date 2000-2010 TRRAX T-Rowe Price Target Retirement 2010 Fund
Target Date 2050+ TRRMX T-Rowe Price Target Retirement 2050 Fund
Moderate Allocation RLBEX American Balanced R4
ROOT CASH PNC Money Market Service Unit
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund
Small Growth WMKSX WesMark Small Company G
LARGE VALUE ACIIX American Century Equity Income
LARGE GROWTH WMKGX WesMark Growth Fund
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH RGAEX American Growth Funds of America R4
LARGE BLEND PIIAX PNC Index Equity
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond
Intermediate Government WMBDX Wesmark Bond Fund
Intermediate-Term Bond RBFEX American Bond Fund of America R4
Intermediate Government BGPSX BlackRock GNMA Service
Total Available Funds: 21
  • 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
WORLD STOCK TAVFX Third Avenue Value Fund 100% 3 60 0 1.1% 2.34%
WORLD STOCK RSLEX American Small Cap World R4 64% 3 60 0 0.66% 0%
Foreign Large Blend REREX American EuroPacific Growth R4 56% 3 60 0 0.9% 3.74%
Others
Target Date 2036-2040 TRRDX T-Rowe Price Target Retirement 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T-Rowe Price Target Retirement 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T-Rowe Price Target Retirement 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T-Rowe Price Target Retirement 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2050+ TRRMX T-Rowe Price Target Retirement 2050 Fund 78% 3 60 0 0.63% 6.57%
Moderate Allocation RLBEX American Balanced R4 42% 3 60 0 0.31% 2.36%
ROOT CASH PNC Money Market Service Unit 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
Small Growth WMKSX WesMark Small Company G 91% 3 60 0 1.25% 0.25%
LARGE VALUE ACIIX American Century Equity Income 91% 3 60 0 1.18% 2.56%
LARGE GROWTH WMKGX WesMark Growth Fund 86% 3 60 0 1.14% 0.37%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 4.64%
LARGE GROWTH RGAEX American Growth Funds of America R4 39% 3 60 0 0.3% 0%
LARGE BLEND PIIAX PNC Index Equity 0% 3 60 0 0.62% 0%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond 90% 3 60 0 0.94% 3.26%
Intermediate Government WMBDX Wesmark Bond Fund 78% 3 60 0 1.01% 3.17%
Intermediate-Term Bond RBFEX American Bond Fund of America R4 38% 3 60 0 0.33% 3.55%
Intermediate Government BGPSX BlackRock GNMA Service 0% 3 60 0 0.73% 2.21%
Average Expense Ratio: 0.92%
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Related Retirement Plans
WESBANCO, INC. KSOP
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:WSBC)
The plan consists of 22 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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