MyPlanIQ 401k Investor Principal Financial Group for Employees

Principal Financial Group for Employees

Investment Menu Rating:

Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
Emerging Market VEIEX International Emerging markets sep acct
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified international separate account
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 separate account
Target Date 2036-2040 PTDIX Principal LifeTime 2040 separate account
Target Date 2026-2030 PMTIX Principal LifeTime 2030 separate account
US EQUITY
LARGE VALUE VEIPX Equity income separate account
LARGE GROWTH VWUSX LargeCap Growth separate account
LARGE BLEND VFINX LargeCap s&p500 index separate account
FIXED INCOME
US TREASURY BONDS IUTIX U.S.Property sep acct
Inflation-Protected Bond PIPIX Inflation protection separate Account
SHORT GOVERNMENT STABLEVALUE Principal select saving stable value fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
Emerging Market VEIEX International Emerging markets sep acct
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified international separate account
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 separate account
Target Date 2036-2040 PTDIX Principal LifeTime 2040 separate account
Target Date 2026-2030 PMTIX Principal LifeTime 2030 separate account
Target Date 2016-2020 PLWIX Principal LifeTime 2020 separate account
Retirement Income PLSIX Principal LifeTime Strategic income separate
Target Date 2000-2010 PTTIX Principal LifeTime 2010 separate account
US EQUITY
LARGE VALUE VEIPX Equity income separate account
LARGE GROWTH VWUSX LargeCap Growth separate account
LARGE BLEND VFINX LargeCap s&p500 index separate account
LARGE VALUE VIVAX LargeCap Value separate account
MID-CAP BLEND PCBIX MidCap Blend separate account
Small Growth PGRTX SmallCap Growth I separate account
SMALL BLEND PSSIX SmallCap s&p600 index separate account
SMALL VALUE PPVIX SmallCap Value II separate account
Mid-Cap Growth PPIMX MidCap Growth III separqate account
FIXED INCOME
US TREASURY BONDS IUTIX U.S.Property sep acct
Inflation-Protected Bond PIPIX Inflation protection separate Account
SHORT GOVERNMENT STABLEVALUE Principal select saving stable value fund
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
Emerging Market
Emerging Market VEIEX International Emerging markets sep acct 99% 1 60 0 0.08% 2.84%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified international separate account 98% 1 60 0 0.65% 3.61%
Others
Target Date 2046-2050 PPLIX Principal LifeTime 2050 separate account 100% 1 60 0 1.04% 1.52%
Target Date 2036-2040 PTDIX Principal LifeTime 2040 separate account 94% 1 60 0 1% 1.91%
Target Date 2026-2030 PMTIX Principal LifeTime 2030 separate account 93% 1 60 0 1.45% 2.55%
Target Date 2016-2020 PLWIX Principal LifeTime 2020 separate account 90% 1 60 0 0.91% 7.1%
Retirement Income PLSIX Principal LifeTime Strategic income separate 84% 1 60 0 1.4% 4.59%
Target Date 2000-2010 PTTIX Principal LifeTime 2010 separate account 0% 1 60 0 0.72% 7.1%
US EQUITY
LARGE VALUE VEIPX Equity income separate account 99% 1 60 0 0.27% 9.32%
LARGE GROWTH VWUSX LargeCap Growth separate account 99% 1 60 0 0.3% 4.76%
LARGE BLEND VFINX LargeCap s&p500 index separate account 97% 1 60 0 0.14% 1.24%
LARGE VALUE VIVAX LargeCap Value separate account 95% 1 60 0 0.05% 2.23%
MID-CAP BLEND PCBIX MidCap Blend separate account 90% 1 60 0 0.94% 3.45%
Small Growth PGRTX SmallCap Growth I separate account 84% 1 60 0 1.19% 7.88%
SMALL BLEND PSSIX SmallCap s&p600 index separate account 77% 1 60 0 0.54% 8.85%
SMALL VALUE PPVIX SmallCap Value II separate account 73% 1 60 0 1.31% 1.28%
Mid-Cap Growth PPIMX MidCap Growth III separqate account 70% 1 60 0 1.06% 39.32%
FIXED INCOME
US TREASURY BONDS IUTIX U.S.Property sep acct 88% 1 60 0 0.17% 2.94%
Inflation-Protected Bond PIPIX Inflation protection separate Account 44% 1 60 0 0.39% 3.29%
SHORT GOVERNMENT STABLEVALUE Principal select saving stable value fund 16% 1 60 0 NA 28.04%
Average Expense Ratio: 0.72%
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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 0.6% 21.1% 12.1% 11.7% 8.0% 7.2%

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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% 22.9% 11.9% 11.8% 8.4% 7.9%

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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 0.7% 18.3% 8.2% 9.1% 5.0% 4.3%

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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 25 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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