MyPlanIQ 401k Investor CIGITAL 401K PROFIT SHARING PLAN

CIGITAL 401K PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Principal Global InvestorsDiversified International Separate Account
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 Fund
Others
Retirement Income VTINX Multiple Sub-AdvisorsPrincipal LifeTime Strategic Income Separate Account
Target Date 2046-2050 VFIFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 Separate Account
Target Date 2026-2030 VTHRX Multiple Sub-AdvisorsPrincipal LifeTime 2030 Separate Account
FIXED INCOME
Intermediate-Term Bond GPBFX PIMCOCore Plus Bond I Separate Account
Intermediate-Term Bond ADFAX American Century Diversified Bond A Fund
SHORT GOVERNMENT STABLEVALUE Morley Financial Services, IncPrincipal Stable Value Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Separate Account
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Principal Global InvestorsDiversified International Separate Account
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 Fund
Others
Retirement Income VTINX Multiple Sub-AdvisorsPrincipal LifeTime Strategic Income Separate Account
Target Date 2046-2050 VFIFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 Separate Account
Target Date 2026-2030 VTHRX Multiple Sub-AdvisorsPrincipal LifeTime 2030 Separate Account
Target Date 2036-2040 VFORX Multiple Sub-AdvisorsPrincipal LifeTime 2040 Separate Account
Target Date 2016-2020 VTWNX Multiple Sub-AdvisorsPrincipal LifeTime 2020 Separate Account
Target Date 2000-2010 VTENX Multiple Sub-AdvisorsPrincipal LifeTime 2010 Separate Account
FIXED INCOME
Intermediate-Term Bond GPBFX PIMCOCore Plus Bond I Separate Account
Intermediate-Term Bond ADFAX American Century Diversified Bond A Fund
SHORT GOVERNMENT STABLEVALUE Morley Financial Services, IncPrincipal Stable Value Fund
US EQUITY
LARGE BLEND VFINX Principal LargeCap S&P 500 Index Separate Account
LARGE GROWTH ALLIX Am Century/Montag & CaldwellLargeCap Growth II Separate Account
Mid-Cap Growth TMDIX Columbus Circle InvestorsMidCap Growth Separate Account
Small Growth QUAIX AllianceBern / CCI / BrownSmallCap Growth I Separate Account
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Separate Account
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Separate Account
SMALL VALUE PPVIX Principal SmallCap Value II Separate Account
LARGE VALUE MEIAX MFS Investment ManagementMFS Value A Fund
LARGE VALUE TWADX American Century Value A Fund
LARGE GROWTH RGACX Capital Research and Mgmt CoAmerican Funds Growth Fund of America R3 Fund
LARGE BLEND PLBIX T.Rowe / Clearbridge AdvisorsLargeCap Blend II Separate Account
Total Available Funds: 23
  • 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 PIREX Principal Real Estate Securities Separate Account 81% 1 60 0 1.99% 2.03%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Principal Global InvestorsDiversified International Separate Account 98% 1 60 0 0.65% 3.76%
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 Fund 56% 1 60 0 0.9% 0.57%
Others
Retirement Income VTINX Multiple Sub-AdvisorsPrincipal LifeTime Strategic Income Separate Account 97% 1 60 0 0.08% 5.1%
Target Date 2046-2050 VFIFX Multiple Sub-AdvisorsPrincipal LifeTime 2050 Separate Account 75% 1 60 0 0.08% 2.29%
Target Date 2026-2030 VTHRX Multiple Sub-AdvisorsPrincipal LifeTime 2030 Separate Account 70% 1 60 0 0.08% 3.65%
Target Date 2036-2040 VFORX Multiple Sub-AdvisorsPrincipal LifeTime 2040 Separate Account 69% 1 60 0 0.08% 2.7%
Target Date 2016-2020 VTWNX Multiple Sub-AdvisorsPrincipal LifeTime 2020 Separate Account 66% 1 60 0 0.08% 8.81%
Target Date 2000-2010 VTENX Multiple Sub-AdvisorsPrincipal LifeTime 2010 Separate Account 0% 1 60 0 0.17% 7.48%
FIXED INCOME
Intermediate-Term Bond GPBFX PIMCOCore Plus Bond I Separate Account 98% 1 60 0 0.4% 4.21%
Intermediate-Term Bond ADFAX American Century Diversified Bond A Fund 65% 1 60 0 0.39% 3.9%
SHORT GOVERNMENT STABLEVALUE Morley Financial Services, IncPrincipal Stable Value Fund 16% 1 60 0 NA 28.09%
US EQUITY
LARGE BLEND VFINX Principal LargeCap S&P 500 Index Separate Account 97% 1 60 0 0.14% 1.28%
LARGE GROWTH ALLIX Am Century/Montag & CaldwellLargeCap Growth II Separate Account 93% 1 60 0 0.95% 0.03%
Mid-Cap Growth TMDIX Columbus Circle InvestorsMidCap Growth Separate Account 89% 1 60 0 1.18% 7.86%
Small Growth QUAIX AllianceBern / CCI / BrownSmallCap Growth I Separate Account 88% 1 60 0 1.15% 0%
MID-CAP BLEND MPSIX Principal MidCap S&P 400 Index Separate Account 82% 1 60 0 0.42% 1.31%
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Separate Account 77% 1 60 0 0.54% 8.44%
SMALL VALUE PPVIX Principal SmallCap Value II Separate Account 73% 1 60 0 1.31% 1.23%
LARGE VALUE MEIAX MFS Investment ManagementMFS Value A Fund 54% 1 60 0 0.8% 1.16%
LARGE VALUE TWADX American Century Value A Fund 39% 1 60 0 2.01% 1.15%
LARGE GROWTH RGACX Capital Research and Mgmt CoAmerican Funds Growth Fund of America R3 Fund 37% 1 60 0 0.3% 0.09%
LARGE BLEND PLBIX T.Rowe / Clearbridge AdvisorsLargeCap Blend II Separate Account 0% 1 60 0 0.74% 14.01%
Average Expense Ratio: 0.66%
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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 0.4% 19.1% 10.5% 10.3% 7.7% 7.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 21.8% 11.8% 11.3% 8.3% 8.1%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 12.8% 6.6% 8.5% 5.2% 6.3%

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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
The plan consists of 24 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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