MyPlanIQ 401k Investor West Coast Bancorp 401(k) Plan

West Coast Bancorp 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund
Others
Moderate Allocation ASAMX American Century Strategic Allocations Moderate Fund
Moderate Allocation FSTBX Federated Stock & Bond Fund
Conservative Allocation ACCAX American Century Strategic Allocations Conservative Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
High Yield Bond FHIIX Federated High Income Bond Fund
US EQUITY
LARGE BLEND FISPX Federated Max-Cap Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth KAUFX Federated Kaufmann Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund
Others
Moderate Allocation ASAMX American Century Strategic Allocations Moderate Fund
Moderate Allocation FSTBX Federated Stock & Bond Fund
Conservative Allocation ACCAX American Century Strategic Allocations Conservative Fund
ROOT CASH Federated Government Obligations Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
High Yield Bond FHIIX Federated High Income Bond Fund
US EQUITY
LARGE BLEND FISPX Federated Max-Cap Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth KAUFX Federated Kaufmann Fund
Mid-Cap Growth BGRFX Baron Growth
LARGE VALUE MSYSX Mangers AMG Systematic Value Fund
SMALL VALUE QISVX Federated MDT Small Cap Fund
Total Available Funds: 13
  • 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 AEPGX American Funds Euro Pacific Growth Fund 58% 3 60 0 0.9% 3.64%
Others
Moderate Allocation ASAMX American Century Strategic Allocations Moderate Fund 89% 3 60 0 0.64% 5.89%
Moderate Allocation FSTBX Federated Stock & Bond Fund 66% 3 60 0 1.96% 1.6%
Conservative Allocation ACCAX American Century Strategic Allocations Conservative Fund 51% 3 60 0 0.63% 4.34%
ROOT CASH Federated Government Obligations Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.26%
High Yield Bond FHIIX Federated High Income Bond Fund 60% 3 60 0 0.9% 5.56%
US EQUITY
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%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 1.84%
LARGE VALUE MSYSX Mangers AMG Systematic Value Fund 0% 3 60 0 0.82% 0%
SMALL VALUE QISVX Federated MDT Small Cap Fund 0% 3 60 0 NA NA
Average Expense Ratio: 1.12%
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 4.3% 12.1% 0.3% 5.8% 4.4% 6.6%

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:WCBO)
The plan consists of 14 funds. It covers 3 major asset classes and 10 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.