MyPlanIQ 401k Investor FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN

FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z
WORLD STOCK CWGIX American American Capital World Growth Income Fund
Others
Moderate Allocation PRWCX Directed Services T. Rowe Price Retirement Capital app Fund
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund
Small Growth WGROX Wasatch Advisors Core Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z
WORLD STOCK CWGIX American American Capital World Growth Income Fund
Others
Moderate Allocation PRWCX Directed Services T. Rowe Price Retirement Capital app Fund
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund
Conservative Allocation ACCIX American Century Investments American Century Strategic
Target Date 2016-2020 MFLJX MFS MFS Lifetime 2020 R4
Target Date 2000-2010 MFSPX MFS MFS Lifetime 2010 R4
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund
Small Growth WGROX Wasatch Advisors Core Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
LARGE GROWTH AAARX American Century Investments American Century Strategic: Aggressive Fund
LARGE BLEND TRQIX SEI SIMT S P 500 Index Fund
SMALL BLEND KSCIX Keeley Small Cap Value Fund Inc.
LARGE VALUE UMBIX Columbia Value & Restructuring Fund
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Class A
Total Available Funds: 20
  • 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 JAOSX Janus Overseas Fund 95% 3 60 0 2.06% 2.7%
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z 94% 3 60 0 1.45% 1.91%
WORLD STOCK CWGIX American American Capital World Growth Income Fund 65% 3 60 0 0.53% 3.47%
Others
Moderate Allocation PRWCX Directed Services T. Rowe Price Retirement Capital app Fund 99% 3 60 0 0.98% 2%
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4 98% 3 60 0 0.51% 5.8%
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund 98% 3 60 0 0.56% 5.7%
Conservative Allocation ACCIX American Century Investments American Century Strategic 80% 3 60 0 0.63% 4.76%
Target Date 2016-2020 MFLJX MFS MFS Lifetime 2020 R4 0% 3 60 0 0.72% 3.82%
Target Date 2000-2010 MFSPX MFS MFS Lifetime 2010 R4 0% 3 60 0 0.66% 2.14%
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund 93% 3 60 0 1.14% 0%
Small Growth WGROX Wasatch Advisors Core Growth Fund 77% 3 60 0 1.17% 0%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
LARGE GROWTH AAARX American Century Investments American Century Strategic: Aggressive Fund 66% 3 60 0 1.05% 4.35%
LARGE BLEND TRQIX SEI SIMT S P 500 Index Fund 0% 3 60 0 0.25% 1.6%
SMALL BLEND KSCIX Keeley Small Cap Value Fund Inc. 0% 3 60 0 1.1% 11.04%
LARGE VALUE UMBIX Columbia Value & Restructuring Fund 0% 3 60 0 0.97% 0%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.24%
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Class A 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.89%
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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 -4.2% -4.2% 2.6% 2.8% 7.2% 5.9%

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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(Ticker:FNB)
The plan consists of 21 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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