MyPlanIQ 401k Investor UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN

UNIVEST CORPORATION OF PENNSYLVANIA DEFERRED SALARY SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 73
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
WORLD STOCK OPGIX Oppenheimer Global
WORLD STOCK TEDRX John Hancock Mutual Global Discovery
Others
Moderate Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
Health PRHSX T. Rowe Price Health Sciences
Total Available Funds: 73
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Estate Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
WORLD STOCK OPGIX Oppenheimer Global
WORLD STOCK TEDRX John Hancock Mutual Global Discovery
WORLD STOCK TEMWX Templeton World
Foreign Large Blend GOIGX John Hancock International Growth
Foreign Small/Mid Value JIIMX John Hancock International Small Cap Fund
Foreign Large Value JHVIX John Hancock International Value Fund
Foreign Large Blend JEIEX John Hancock International Equity Index Fund
Foreign Large Value JIVIX John Hancock DFA International Value
Others
Moderate Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
Health PRHSX T. Rowe Price Health Sciences
Conservative Allocation JALRX John Hancock Lifestyle Conservative
Technology JESTX John Hancock Science & Technology Fund
Technology PRSCX T. Rowe Price Science & Technology
Moderate Allocation JALBX John Hancock Lifestyle Balanced
Conservative Allocation JALMX John Hancock Lifestyle Moderate
Target Date 2041-2045 JLJAX John Hancock Lifecycle 2045
Target Date 2011-2015 JLBAX John Hancock Lifecycle 2015
Target Date 2031-2035 JLHAX John Hancock Lifecycle 2035
Target Date 2021-2025 JLEAX John Hancock Lifecycle 2025
Utilities MMUFX MFS Utilities
Moderate Allocation ABALX American Balanced Fund
Target Date 2000-2010 JLAAX John Hancock Lifecycle 2010
Target Date 2036-2040 JLIAX John Hancock Lifecycle 2040
Target Date 2026-2030 JLFAX John Hancock Lifecycle 2030
Target Date 2016-2020 JLDAX John Hancock Lifecycle 2020
EQUITY WM Washington Mutual Investors
Moderate Allocation PIBLX PIMCO Global Bond
ROOT CASH John Hancock Trust Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT VSGBX Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Inflation-Protected Bond PRRIX PIMCO Real Return
Multisector Bond JHFIX John Hancock Strategic Income
Intermediate-Term Bond JBINX John Hancock Total Bond Market Fund
Intermediate-Term Bond JIQBX John Hancock Investment Qual Bond Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
Small Growth JESGX John Hancock Small Cap Growth Fund
MID-CAP BLEND JECIX John Hancock Mid Cap Index Fund
LARGE BLEND JETSX John Hancock Total Stock Market Index Fund
SMALL BLEND JESIX John Hancock Small Cap Index Fund
SMALL BLEND JESIX John Hancock Small Cap Value Index
LARGE GROWTH JICPX John Hancock Capital Appreciation Fund
Mid-Cap Growth FSGAX Franklin Small-Mid Growth,,
LARGE GROWTH SAGYX Legg Partners Aggressive Growth
LARGE BLEND JEQAX John Hancock Optimized All Cap Fund
LARGE BLEND ISFIX Davis New York Venture
LARGE BLEND JALGX John Hancock Lifestyle Growth
LARGE BLEND JALAX John Hancock Lifestyle Aggressive
LARGE GROWTH PJFAX Jennison Growth
LARGE GROWTH AGTHX The Growth Fund of America
LARGE VALUE MDLVX BlackRock Large Value
LARGE VALUE TEBIX Mutual Beacon
Mid-Cap Growth JVINX John Hancock Mid-Cap Value Index Fund
LARGE VALUE UMBIX Columbia Value & Restructuring
MID-CAP VALUE RMCIX RiverSource Mid Cap Value
US EQUITY JVINX JHancock2 Mid Cap Value Index NAV
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund
LARGE GROWTH JICGX John Hancock All Cap Growth Fund
SMALL VALUE JSCNX John Hancock Small Cap Value Fund
SMALL BLEND JHSOX John Hancock Small Cap Opportunities Fund
MID-CAP VALUE JCVAX John Hancock Mid Value Fund
LARGE GROWTH JHBCX John Hancock Blue Chip Growth Fund
LARGE BLEND JICVX John Hancock All Cap Value Fund
LARGE BLEND JILPX John Hancock Large Cap Fund
LARGE VALUE JHQVX John Hancock Optimized Value Fund
LARGE BLEND JEINX John Hancock 500 Index Fund
Mid-Cap Growth JMGOX John Hancock Mid-Cap Growth Index Fund
SMALL VALUE ROFKX Royce Opportunity
Total Available Funds: 73
  • 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
REAL ESTATE
REAL ESTATE JIREX John Hancock Real Estate Securities Fund 82% 3 60 0 0.88% 12.29%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value 96% 3 60 0 0.44% 4.53%
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK OPGIX Oppenheimer Global 66% 3 60 0 1.11% 0%
WORLD STOCK TEDRX John Hancock Mutual Global Discovery 57% 3 60 0 1.45% 1.55%
WORLD STOCK TEMWX Templeton World 46% 3 60 0 0.81% 0.32%
Foreign Large Blend GOIGX John Hancock International Growth 34% 3 60 0 1.12% 12.48%
Foreign Small/Mid Value JIIMX John Hancock International Small Cap Fund 0% 3 60 0 1.08% 1.56%
Foreign Large Value JHVIX John Hancock International Value Fund 0% 3 60 0 0.84% 2.69%
Foreign Large Blend JEIEX John Hancock International Equity Index Fund 0% 3 60 0 0.63% 0%
Foreign Large Value JIVIX John Hancock DFA International Value 0% 3 60 0 0.89% 2.62%
Others
Moderate Allocation PAAIX PIMCO All Asset 96% 3 60 0 1.84% 3.53%
World Allocation MALOX BlackRock Global Allocation 90% 3 60 0 0.84% 0.44%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 5.33%
Conservative Allocation JALRX John Hancock Lifestyle Conservative 63% 3 60 0 0.88% 6.01%
Technology JESTX John Hancock Science & Technology Fund 58% 3 60 0 1.16% 0%
Technology PRSCX T. Rowe Price Science & Technology 58% 3 60 0 0.84% 0%
Moderate Allocation JALBX John Hancock Lifestyle Balanced 54% 3 60 0 1.18% 10.54%
Conservative Allocation JALMX John Hancock Lifestyle Moderate 52% 3 60 0 0.92% 8.16%
Target Date 2041-2045 JLJAX John Hancock Lifecycle 2045 50% 3 60 0 0.84% 20.54%
Target Date 2011-2015 JLBAX John Hancock Lifecycle 2015 48% 3 60 0 0.53% 12.02%
Target Date 2031-2035 JLHAX John Hancock Lifecycle 2035 47% 3 60 0 0.71% 17.62%
Target Date 2021-2025 JLEAX John Hancock Lifecycle 2025 46% 3 60 0 0.61% 14.45%
Utilities MMUFX MFS Utilities 45% 3 60 0 1% 5.82%
Moderate Allocation ABALX American Balanced Fund 43% 3 60 0 0.31% 2.39%
Target Date 2000-2010 JLAAX John Hancock Lifecycle 2010 41% 3 60 0 0.51% 9.46%
Target Date 2036-2040 JLIAX John Hancock Lifecycle 2040 40% 3 60 0 0.64% 19.38%
Target Date 2026-2030 JLFAX John Hancock Lifecycle 2030 38% 3 60 0 0.69% 15.47%
Target Date 2016-2020 JLDAX John Hancock Lifecycle 2020 30% 3 60 0 0.66% 12.93%
EQUITY WM Washington Mutual Investors 0% 3 60 0 NA 1.6%
Moderate Allocation PIBLX PIMCO Global Bond 0% 3 60 0 2.28% 0.55%
ROOT CASH John Hancock Trust Money Market Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT VSGBX Short-Term Federal 95% 3 60 0 0.1% 3.28%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 85% 3 60 0 0.62% 4.4%
Inflation-Protected Bond PRRIX PIMCO Real Return 80% 3 60 0 1.37% 4.44%
Multisector Bond JHFIX John Hancock Strategic Income 65% 3 60 0 0.45% 3.26%
Intermediate-Term Bond JBINX John Hancock Total Bond Market Fund 0% 3 60 0 NA 0%
Intermediate-Term Bond JIQBX John Hancock Investment Qual Bond Fund 0% 3 60 0 0.75% 2.61%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 1.94%
Small Growth JESGX John Hancock Small Cap Growth Fund 85% 3 60 0 1.16% 0%
MID-CAP BLEND JECIX John Hancock Mid Cap Index Fund 79% 3 60 0 0.54% 6.22%
LARGE BLEND JETSX John Hancock Total Stock Market Index Fund 79% 3 60 0 0.57% 6.77%
SMALL BLEND JESIX John Hancock Small Cap Index Fund 79% 3 60 0 0.6% 2.57%
SMALL BLEND JESIX John Hancock Small Cap Value Index 79% 3 60 0 0.6% 2.57%
LARGE GROWTH JICPX John Hancock Capital Appreciation Fund 75% 3 60 0 0.8% 0%
Mid-Cap Growth FSGAX Franklin Small-Mid Growth,, 73% 3 60 0 0.85% 0%
LARGE GROWTH SAGYX Legg Partners Aggressive Growth 71% 3 60 0 1.24% 11%
LARGE BLEND JEQAX John Hancock Optimized All Cap Fund 69% 3 60 0 0.76% 13.59%
LARGE BLEND ISFIX Davis New York Venture 68% 3 60 0 0.95% 44.32%
LARGE BLEND JALGX John Hancock Lifestyle Growth 63% 3 60 0 1.03% 12.31%
LARGE BLEND JALAX John Hancock Lifestyle Aggressive 49% 3 60 0 1.09% 13.53%
LARGE GROWTH PJFAX Jennison Growth 45% 3 60 0 0.58% 7.3%
LARGE GROWTH AGTHX The Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE VALUE MDLVX BlackRock Large Value 35% 3 60 0 0.79% 2.72%
LARGE VALUE TEBIX Mutual Beacon 31% 3 60 0 1.77% 2.17%
Mid-Cap Growth JVINX John Hancock Mid-Cap Value Index Fund 0% 3 60 0 NA NA
LARGE VALUE UMBIX Columbia Value & Restructuring 0% 3 60 0 0.97% 0%
MID-CAP VALUE RMCIX RiverSource Mid Cap Value 0% 3 60 0 0.76% 0%
US EQUITY JVINX JHancock2 Mid Cap Value Index NAV 0% 3 60 0 NA NA
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund 0% 3 60 0 0.91% 0%
LARGE GROWTH JICGX John Hancock All Cap Growth Fund 0% 3 60 0 1.65% 0%
SMALL VALUE JSCNX John Hancock Small Cap Value Fund 0% 3 60 0 1.11% 0%
SMALL BLEND JHSOX John Hancock Small Cap Opportunities Fund 0% 3 60 0 0.99% 0%
MID-CAP VALUE JCVAX John Hancock Mid Value Fund 0% 3 60 0 0.94% 0%
LARGE GROWTH JHBCX John Hancock Blue Chip Growth Fund 0% 3 60 0 0.78% 0%
LARGE BLEND JICVX John Hancock All Cap Value Fund 0% 3 60 0 0.87% 17.48%
LARGE BLEND JILPX John Hancock Large Cap Fund 0% 3 60 0 NA 0%
LARGE VALUE JHQVX John Hancock Optimized Value Fund 0% 3 60 0 NA 5.16%
LARGE BLEND JEINX John Hancock 500 Index Fund 0% 3 60 0 0.53% 5.09%
Mid-Cap Growth JMGOX John Hancock Mid-Cap Growth Index Fund 0% 3 60 0 0.65% 0.2%
SMALL VALUE ROFKX Royce Opportunity 0% 3 60 0 1.47% 14.96%
Average Expense Ratio: 0.9%
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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*
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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:UVSP)
The plan consists of 77 funds. It covers 5 major asset classes and 35 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.
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