MyPlanIQ 401k Investor Federal Deposit Insurance Corporation Savings Plan

Federal Deposit Insurance Corporation Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX INTERNATIONAL STOCK FUND
Foreign Large Value ANJIX ALLIANZ NFJ INTL VALUE INST
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
FIXED INCOME
High Yield Bond PRHYX HIGH YIELD FUND
Intermediate-Term Bond PRCIX NEW INCOME FUND
SHORT GOVERNMENT STABLEVALUE STABLE VALUE COMMON TRUST FUND
US EQUITY
LARGE GROWTH VWUSX GROWTH STOCK TRUST CLASS B
LARGE BLEND VQNPX GROWTH & INC TRUST CLASS B
LARGE VALUE TRVLX VALUE FUND
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth PRITX INTERNATIONAL STOCK FUND
Foreign Large Value ANJIX ALLIANZ NFJ INTL VALUE INST
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND
World Allocation PAAIX PIMCO ALL ASSET, INST.
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND
Target Date 2051+ TRRNX RETIREMENT 2055 FUND
Retirement Income TRRIX RETIREMENT 2060 FUND
Moderate Allocation RPBAX BALANCED FUND
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND
Technology PRSCX SCIENCE & TECHNOLOGY FUND
FIXED INCOME
High Yield Bond PRHYX HIGH YIELD FUND
Intermediate-Term Bond PRCIX NEW INCOME FUND
SHORT GOVERNMENT STABLEVALUE STABLE VALUE COMMON TRUST FUND
US EQUITY
LARGE GROWTH VWUSX GROWTH STOCK TRUST CLASS B
LARGE BLEND VQNPX GROWTH & INC TRUST CLASS B
LARGE VALUE TRVLX VALUE FUND
US EQUITY VTSMX EQUITY INDEX TRUST CLASS C
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND
SMALL BLEND PRSVX SMALL-CAP VALUE FUND
Small Growth PRNHX NEW HORIZONS TRUST CLASS A
Total Available Funds: 27
  • 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 PRITX INTERNATIONAL STOCK FUND 100% 1 60 0 1.4% 1.08%
Foreign Large Value ANJIX ALLIANZ NFJ INTL VALUE INST 87% 1 60 0 1.3% 1.94%
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND 100% 1 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND 100% 1 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND 97% 1 60 0 0.99% 10.65%
World Allocation PAAIX PIMCO ALL ASSET, INST. 96% 1 60 0 1.84% 3.53%
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND 96% 1 60 0 1.12% 6.6%
Target Date 2051+ TRRNX RETIREMENT 2055 FUND 93% 1 60 0 1.14% 5.91%
Retirement Income TRRIX RETIREMENT 2060 FUND 91% 1 60 0 0.34% 2.96%
Moderate Allocation RPBAX BALANCED FUND 86% 1 60 0 0.47% 1.96%
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND 78% 1 60 0 0.63% 6.57%
Technology PRSCX SCIENCE & TECHNOLOGY FUND 58% 1 60 0 0.84% 0%
FIXED INCOME
High Yield Bond PRHYX HIGH YIELD FUND 94% 1 60 0 1.03% 6.34%
Intermediate-Term Bond PRCIX NEW INCOME FUND 90% 1 60 0 1.08% 4.01%
SHORT GOVERNMENT STABLEVALUE STABLE VALUE COMMON TRUST FUND 16% 1 60 0 NA 27.03%
US EQUITY
LARGE GROWTH VWUSX GROWTH STOCK TRUST CLASS B 99% 1 60 0 0.3% 0.25%
LARGE BLEND VQNPX GROWTH & INC TRUST CLASS B 98% 1 60 0 0.22% 1.03%
LARGE VALUE TRVLX VALUE FUND 98% 1 60 0 0.57% 1.23%
US EQUITY VTSMX EQUITY INDEX TRUST CLASS C 94% 1 60 0 0.03% 1.26%
Mid-Cap Growth RPMGX MID-CAP GROWTH FUND 87% 1 60 0 1.29% 6.44%
SMALL BLEND PRSVX SMALL-CAP VALUE FUND 85% 1 60 0 1.17% 3.33%
Small Growth PRNHX NEW HORIZONS TRUST CLASS A 79% 1 60 0 0.79% 0%
Average Expense Ratio: 0.85%
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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 2.0% 18.1% 8.1% 10.9% 7.6% 8.9%

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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
The plan consists of 28 funds. It covers 3 major asset classes and 26 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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