MyPlanIQ 401k Investor UNITED FIRE GROUP 401(k) PLAN

UNITED FIRE GROUP 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open,
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund,
Foreign Small/Mid Value SGOIX First Eagle Overseas Fund,
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030,
Target Date 2036-2040 SWERX Schwab Managed Retirement 2050,
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040,
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fd,
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund Retire,
High Yield Muni RBHFX American Funds High Income Trust R4,
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open,
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund,
Foreign Small/Mid Value SGOIX First Eagle Overseas Fund,
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030,
Target Date 2036-2040 SWERX Schwab Managed Retirement 2050,
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040,
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020,
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010,
Moderate Allocation DODBX Dodge & Cox Balanced Fund,
Moderate Allocation WBBIX Gabelli Westwood Balanced,
Retirement Income SWARX Schwab Managed Retirement Inc,
ROOT SWPIX Schwab S & P 500 Index Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fd,
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund Retire,
High Yield Muni RBHFX American Funds High Income Trust R4,
US EQUITY
LARGE BLEND SLASX Selected American Shares,
Small Growth HSCYX Hartford Small Co Y,
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value,
LARGE GROWTH RGAFX Growth Fund of America,
MID-CAP BLEND FEFAX First Eagle Fund of America,
Mid-Cap Growth DGRAX JP Morgan Mid Cap Growth Select,
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Open, 61% 3 60 0 1.07% 4.6%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund, 97% 3 60 0 1.31% 0%
Foreign Small/Mid Value SGOIX First Eagle Overseas Fund, 96% 3 60 0 0.8% 2.5%
Others
Target Date 2026-2030 SWDRX Schwab Managed Retirement 2030, 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Managed Retirement 2050, 97% 3 60 0 0.5% 7.06%
Target Date 2036-2040 SWERX Schwab Managed Retirement 2040, 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Managed Retirement 2020, 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Managed Retirement 2010, 95% 3 60 0 0.26% 4.13%
Moderate Allocation DODBX Dodge & Cox Balanced Fund, 93% 3 60 0 0.42% 2.56%
Moderate Allocation WBBIX Gabelli Westwood Balanced, 64% 3 60 0 2.16% 3.98%
Retirement Income SWARX Schwab Managed Retirement Inc, 0% 3 60 0 NA NA
ROOT SWPIX Schwab S & P 500 Index Fund, 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fd, 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund Retire, 16% 3 60 0 NA 27.03%
High Yield Muni RBHFX American Funds High Income Trust R4, 0% 3 60 0 NA NA
US EQUITY
LARGE BLEND SLASX Selected American Shares, 97% 3 60 0 0.99% 0.75%
Small Growth HSCYX Hartford Small Co Y, 83% 3 60 0 1.61% 0%
MID-CAP VALUE TRMCX T Rowe Price Mid Cap Value, 81% 3 60 0 0.83% 7.78%
LARGE GROWTH RGAFX Growth Fund of America, 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FEFAX First Eagle Fund of America, 45% 3 60 0 1% 8.37%
Mid-Cap Growth DGRAX JP Morgan Mid Cap Growth Select, 0% 3 60 0 0.97% 0%
Average Expense Ratio: 0.88%
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Related Retirement Plans
UNITED FIRE GROUP 401(K) PLAN
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:UFCS)
The plan consists of 22 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.
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