MyPlanIQ 401k Investor United Security Bancshares, Inc. Employee Stock Ownership Plan

United Security Bancshares, Inc. Employee Stock Ownership Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TWIEX American Century 20th Century International Growth
Others
ROOT CASH Accessor U. S. Government Money Mkt
Conservative Allocation ACIGX Accessor Income & Growth Allocation Fund
Moderate Allocation ACBIX Accessor Balanced Allocation Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond SS
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt A
Intermediate-Term Bond AIAIX Accessor Income Allocation Fund
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr
LARGE VALUE GSLAX Goldman Sachs Large Value A
LARGE BLEND PEOPX Dreyfus S P 500 Index
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TWIEX American Century 20th Century International Growth
Others
ROOT CASH Accessor U. S. Government Money Mkt
Conservative Allocation ACIGX Accessor Income & Growth Allocation Fund
Moderate Allocation ACBIX Accessor Balanced Allocation Fund
ROOT CASH Federated Prime Obligations
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond SS
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt A
Intermediate-Term Bond AIAIX Accessor Income Allocation Fund
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr
LARGE VALUE GSLAX Goldman Sachs Large Value A
LARGE BLEND PEOPX Dreyfus S P 500 Index
Mid-Cap Growth KAUAX Federated Kaufman Fund A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE BLEND AOGAX Accessor Growth Allocation Fund
LARGE BLEND FEDEX Federated Capital app A
LARGE BLEND AGRRX Accessor Aggressive Growth Allocation Fund
Total Available Funds: 16
  • 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 Growth TWIEX American Century 20th Century International Growth 84% 3 60 0 0.13% 0%
Others
ROOT CASH Accessor U. S. Government Money Mkt 0% 1 60 0 NA 4.14%
Conservative Allocation ACIGX Accessor Income & Growth Allocation Fund 0% 3 60 0 1.73% 2.64%
Moderate Allocation ACBIX Accessor Balanced Allocation Fund 0% 3 60 0 1.69% 0%
ROOT CASH Federated Prime Obligations 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond SS 90% 3 60 0 0.94% 3.26%
SHORT GOVERNMENT GSSDX Goldman Sachs Short Duration Govt A 55% 3 60 0 0.47% 2.54%
Intermediate-Term Bond AIAIX Accessor Income Allocation Fund 0% 3 60 0 1.76% 4.28%
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr 98% 3 60 0 0.99% 1.17%
LARGE VALUE GSLAX Goldman Sachs Large Value A 93% 3 60 0 1.29% 4.94%
LARGE BLEND PEOPX Dreyfus S P 500 Index 72% 3 60 0 0.5% 9.47%
Mid-Cap Growth KAUAX Federated Kaufman Fund A 49% 3 60 0 2.51% 1.92%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
LARGE BLEND AOGAX Accessor Growth Allocation Fund 4% 3 60 0 0.67% 5.31%
LARGE BLEND FEDEX Federated Capital app A 0% 3 60 0 1.25% 1.54%
LARGE BLEND AGRRX Accessor Aggressive Growth Allocation Fund 0% 3 60 0 1.7% 0%
Average Expense Ratio: 1.14%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 4.1% 9.5% 1.1% 4.7% 4.7% 6.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:USBI)
The plan consists of 16 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.