MyPlanIQ 401k Investor NATIONAL PENN BANCSHARES, INC.CAPITAL ACCUMULATION PLAN

NATIONAL PENN BANCSHARES, INC.CAPITAL ACCUMULATION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT unknow Institutional Advisors LargeCap Fund
ROOT unknow Self-Directed Brokerage
ROOT unknow Capital Research and Management Company- Blended
US EQUITY
Mid-Cap Growth TMDIX Times Square Mid Cap Stock Growth fund
Small Growth FCIGX FAF Advisors Small Cap Growth fund
MID-CAP BLEND CRIMX Cramer Rosenthal McGlynn Mid Cap Stock Value fund
FIXED INCOME
Intermediate Government PGVAX Prudential Guaranteed Income Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT unknow Institutional Advisors LargeCap Fund
ROOT unknow Self-Directed Brokerage
ROOT unknow Capital Research and Management Company- Blended
ROOT unknow National Penn Bancshares, Inc.*
ROOT unknow Allianz Global Inv Fund Management LLC
ROOT unknow Pacific Investment Management Co LLC
US EQUITY
Mid-Cap Growth TMDIX Times Square Mid Cap Stock Growth fund
Small Growth FCIGX FAF Advisors Small Cap Growth fund
MID-CAP BLEND CRIMX Cramer Rosenthal McGlynn Mid Cap Stock Value fund
LARGE BLEND PDSIX Dryden S&P 500 Index Fund
MID-CAP BLEND VSPIX Victory Capital Management Special Value fund
LARGE GROWTH RGABX Growth Fund of America R4
SMALL BLEND ATASX Aston Tamro Small Cap fund
FIXED INCOME
Intermediate Government PGVAX Prudential Guaranteed Income Fund
Total Available Funds: 14
  • 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
Others
ROOT unknow Institutional Advisors LargeCap Fund 0% 3 60 0 NA NA
ROOT unknow Self-Directed Brokerage 0% 3 60 0 NA NA
ROOT unknow Capital Research and Management Company- Blended 0% 3 60 0 NA NA
ROOT unknow National Penn Bancshares, Inc.* 0% 3 60 0 NA NA
ROOT unknow Allianz Global Inv Fund Management LLC 0% 3 60 0 NA NA
ROOT unknow Pacific Investment Management Co LLC 0% 3 60 0 NA NA
US EQUITY
Mid-Cap Growth TMDIX Times Square Mid Cap Stock Growth fund 90% 3 60 0 1.18% 0%
Small Growth FCIGX FAF Advisors Small Cap Growth fund 87% 3 60 0 1.07% 0%
MID-CAP BLEND CRIMX Cramer Rosenthal McGlynn Mid Cap Stock Value fund 87% 3 60 0 1.16% 1.08%
LARGE BLEND PDSIX Dryden S&P 500 Index Fund 77% 3 60 0 0.19% 1.32%
MID-CAP BLEND VSPIX Victory Capital Management Special Value fund 54% 3 60 0 1.15% 9.5%
LARGE GROWTH RGABX Growth Fund of America R4 36% 3 60 0 0.3% 0%
SMALL BLEND ATASX Aston Tamro Small Cap fund 0% 3 60 0 1.22% 0%
FIXED INCOME
Intermediate Government PGVAX Prudential Guaranteed Income Fund 40% 3 60 0 0.49% 3.01%
Average Expense Ratio: 0.84%
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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*
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:NPBCO)
The plan consists of 15 funds. It covers 2 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income and US Equity.
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