MyPlanIQ 401k Investor People`s United Bank 401 K Employee Savings Plan

People`s United Bank 401 K Employee Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL VALUE NSVAX Columbia Small Cap Value II Z
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
SMALL VALUE NSVAX Columbia Small Cap Value II Z
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
Small Growth SAGWX Sentinel Small Company A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
SMALL BLEND NMSAX Columbia Small Cap Index A
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
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity A 98% 3 60 0 0.9% 0%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 58% 3 60 0 0.9% 3.64%
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 7.59%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 6.6%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 5.91%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 6.57%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 17.63%
SMALL VALUE NSVAX Columbia Small Cap Value II Z 86% 3 60 0 1.27% 7.07%
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z 81% 3 60 0 0.2% 1.25%
Small Growth SAGWX Sentinel Small Company A 45% 3 60 0 0.81% 0.16%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
SMALL BLEND NMSAX Columbia Small Cap Index A 41% 3 60 0 0.45% 5.38%
Average Expense Ratio: 0.87%
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Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
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15Yr
AR*
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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
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