MyPlanIQ 401k Investor S&T BANCORP, INC., THRIFT PLAN FOR EMPLOYEES OF S&T BANK

S&T BANCORP, INC., THRIFT PLAN FOR EMPLOYEES OF S&T BANK

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Small/Mid Value OAKEX Oakmark International Small Cap Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Moderate Allocation DODBX Dodge Cox Balanced Fund
ROOT CASH Federated Prime Obligations Fund
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard Index 500 Fund
LARGE BLEND FLRYX Selected American Large Cap Growth
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fixed Income Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Small/Mid Value OAKEX Oakmark International Small Cap Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Moderate Allocation DODBX Dodge Cox Balanced Fund
ROOT CASH Federated Prime Obligations Fund
ROOT CASH Cash Pending Investment
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund
LARGE BLEND VFINX Vanguard Index 500 Fund
LARGE BLEND FLRYX Selected American Large Cap Growth
MID-CAP BLEND SCMFX Stewart Capital Mid Cap Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fixed Income Fund
Total Available Funds: 11
  • 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 Blend HAINX Harbor International Fund 99% 3 60 0 1.02% 3.47%
Foreign Small/Mid Value OAKEX Oakmark International Small Cap Fund 84% 3 60 0 1.06% 1.88%
Others
Moderate Allocation CTFAX Columbia Acorn Fund 95% 3 60 0 0.85% 2.47%
Moderate Allocation DODBX Dodge Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
ROOT CASH Federated Prime Obligations Fund 0% 1 60 0 NA 4.14%
ROOT CASH Cash Pending Investment 0% 1 60 0 NA 4.14%
US EQUITY
Mid-Cap Growth VMGIX Vanguard Mid-Cap Index Fund 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX Vanguard Index 500 Fund 98% 3 60 0 0.14% 1.27%
LARGE BLEND FLRYX Selected American Large Cap Growth 68% 3 60 0 1.05% 3.11%
MID-CAP BLEND SCMFX Stewart Capital Mid Cap Index Fund 0% 3 60 0 1.51% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fixed Income Fund 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.79%
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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 3.5% 14.3% 4.1% 7.1% 5.1% 7.9%

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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:STBA)
The plan consists of 11 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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