MyPlanIQ 401k Investor PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN

PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Investment 17 units
Others
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
Intermediate-Term Bond PTTDX Pimco Total Return D
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
Mid-Cap Growth BMCIX Blackrock U.S. Opportunits Instrument
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Investment 17 units
Others
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045
Moderate Allocation CTFAX Columbia Acorn Fund
Moderate Allocation RPBAX T Rowe Price Balanced Fund
Target Date 2050+ TRRMX T Rowe Price rtmt 2050
World Allocation CIRAX American Funds Capital Income Builder A
Moderate Allocation ACOAX American Century Strategic Allocation Moderate Fund
Conservative Allocation ACCAX American Century Strategic Allocation Conservative Fund
ROOT CASH Fidelity rtmt Government Money Mkt
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
Intermediate-Term Bond PTTDX Pimco Total Return D
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
Mid-Cap Growth BMCIX Blackrock U.S. Opportunits Instrument
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instrument
LARGE VALUE ACIIX American Century Equity Income Fund Investment
SMALL BLEND FSCIX Fidelity Advisor Small Cap-I
MID-CAP VALUE AVUAX American Century Mid Cap Value Investment
LARGE GROWTH VPCCX Vanguard Primecap Core Investment
LARGE GROWTH RGAFX American Growth Funds of Amer
LARGE GROWTH ACVAX American Century Strategic Allocation Aggressive Fund
MID-CAP BLEND NTIAX Columbia Mid Cap Index Fund
Total Available Funds: 31
  • 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 Large Blend FSIIX Fidelity Spartan International Index Investment 17 units 86% 3 60 0 0.17% 0%
Others
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 100% 3 60 0 0.34% 2.74%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 100% 3 60 0 0.76% 11.16%
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 100% 3 60 0 1.08% 10.48%
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 96% 3 60 0 1.12% 6.6%
Moderate Allocation CTFAX Columbia Acorn Fund 95% 3 60 0 0.85% 2.47%
Moderate Allocation RPBAX T Rowe Price Balanced Fund 86% 3 60 0 0.47% 1.96%
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 78% 3 60 0 0.63% 6.57%
World Allocation CIRAX American Funds Capital Income Builder A 61% 3 60 0 0.26% 1.97%
Moderate Allocation ACOAX American Century Strategic Allocation Moderate Fund 56% 3 60 0 0.64% 5.5%
Conservative Allocation ACCAX American Century Strategic Allocation Conservative Fund 51% 3 60 0 0.63% 4.34%
ROOT CASH Fidelity rtmt Government Money Mkt 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTDX Pimco Total Return D 65% 3 60 0 0.75% 4.84%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.4%
Mid-Cap Growth BMCIX Blackrock U.S. Opportunits Instrument 94% 3 60 0 1.1% 6.7%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund 94% 3 60 0 0.03% 1.26%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instrument 93% 3 60 0 0.91% 1.89%
LARGE VALUE ACIIX American Century Equity Income Fund Investment 91% 3 60 0 1.18% 2.56%
SMALL BLEND FSCIX Fidelity Advisor Small Cap-I 91% 3 60 0 2.15% 4.01%
MID-CAP VALUE AVUAX American Century Mid Cap Value Investment 90% 3 60 0 1.23% 1.84%
LARGE GROWTH VPCCX Vanguard Primecap Core Investment 85% 3 60 0 0.46% 1.14%
LARGE GROWTH RGAFX American Growth Funds of Amer 75% 3 60 0 0.63% 0.75%
LARGE GROWTH ACVAX American Century Strategic Allocation Aggressive Fund 68% 3 60 0 1.05% 4.57%
MID-CAP BLEND NTIAX Columbia Mid Cap Index Fund 45% 3 60 0 0.2% 7.77%
Average Expense Ratio: 0.74%
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Related Retirement Plans
PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN
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 0.5% 8.2% 3.6% 6.9% 5.1% 7.6%

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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:PEBO)
The plan consists of 32 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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