MyPlanIQ 401k Investor Peoples Financial Corporation 401(k) Profit Sharing Plan

Peoples Financial Corporation 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Funds Third Avenue Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund
WORLD STOCK CWGIX American Funds American Funds Cap World Growth Income Fund
Others
Target Date 2031-2035 ARLIX American Century LIVESTRONG 2035 Portfolio Fund
Target Date 2021-2025 ARWFX American Century LIVESTRONG 2025 Portfolio Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement Funds T. Rowe Price Retirement Mid Cap Value Fund
US EQUITY
Mid-Cap Growth BMCIX BlackRock BlackRock U.S. Opportunities Portfolio Fund
LARGE GROWTH BLUEX Brandywine Funds Brandywine Blue Fund
LARGE BLEND FUSEX Fidelity Investments Fidelity Spartan U.S. Equity Index Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX Third Avenue Funds Third Avenue Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund
WORLD STOCK CWGIX American Funds American Funds Cap World Growth Income Fund
Others
Target Date 2031-2035 ARLIX American Century LIVESTRONG 2035 Portfolio Fund
Target Date 2021-2025 ARWFX American Century LIVESTRONG 2025 Portfolio Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement Funds T. Rowe Price Retirement Mid Cap Value Fund
Moderate Allocation FPACX First Pacific Advisors FPA Crescent Fund
Target Date 2011-2015 ARNIX American Century LIVESTRONG 2015 Portfolio Fund
US EQUITY
Mid-Cap Growth BMCIX BlackRock BlackRock U.S. Opportunities Portfolio Fund
LARGE GROWTH BLUEX Brandywine Funds Brandywine Blue Fund
LARGE BLEND FUSEX Fidelity Investments Fidelity Spartan U.S. Equity Index Fund
LARGE BLEND WEEIX Gamco Investors Gamco Westwood Fund
LARGE BLEND ANCFX American Funds American Funds Fundamental Investors Fund
Mid-Cap Growth BARAX Baron Asset Investments Baron Growth Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Metropolitan Life Insurance Co. MetLife Stable Value Fund
Intermediate-Term Bond FBIDX Fidelity Investments Fidelity U.S. Bond Index Fund
Total Available Funds: 16
  • 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
REAL ESTATE
Global Real Estate TAREX Third Avenue Funds Third Avenue Real Estate Value Fund 89% 3 60 0 1.05% 1.29%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK CWGIX American Funds American Funds Cap World Growth Income Fund 65% 3 60 0 0.53% 3.47%
Others
Target Date 2031-2035 ARLIX American Century LIVESTRONG 2035 Portfolio Fund 100% 3 60 0 1.08% 2.12%
Target Date 2021-2025 ARWFX American Century LIVESTRONG 2025 Portfolio Fund 100% 3 60 0 0.42% 4.33%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement Funds T. Rowe Price Retirement Mid Cap Value Fund 100% 3 60 0 1.08% 10.48%
Moderate Allocation FPACX First Pacific Advisors FPA Crescent Fund 92% 3 60 0 1.06% 0.12%
Target Date 2011-2015 ARNIX American Century LIVESTRONG 2015 Portfolio Fund 0% 3 60 0 0.58% 3.53%
US EQUITY
Mid-Cap Growth BMCIX BlackRock BlackRock U.S. Opportunities Portfolio Fund 94% 3 60 0 1.1% 6.7%
LARGE GROWTH BLUEX Brandywine Funds Brandywine Blue Fund 89% 3 60 0 1.15% 0.03%
LARGE BLEND FUSEX Fidelity Investments Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.79%
LARGE BLEND WEEIX Gamco Investors Gamco Westwood Fund 62% 3 60 0 2.39% 5.39%
LARGE BLEND ANCFX American Funds American Funds Fundamental Investors Fund 53% 3 60 0 0.28% 1.65%
Mid-Cap Growth BARAX Baron Asset Investments Baron Growth Fund 35% 3 60 0 1.33% 3.55%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Metropolitan Life Insurance Co. MetLife Stable Value Fund 16% 3 60 0 NA 27.03%
Intermediate-Term Bond FBIDX Fidelity Investments Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.67%
Average Expense Ratio: 0.87%
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Related Retirement Plans
PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING 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 6.3% 25.0% 8.8% 8.9% 6.7% 8.4%

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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:PFBX)
The plan consists of 16 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.


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