MyPlanIQ 401k Investor United Community Banks, Inc. Profit Sharing Plan

United Community Banks, Inc. Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value IMSSX American Independence Financial American Independence International Equity Fund -
Others
Target Date 2000-2010 NECSX American Independence Financial NestEgg Dow Jones U.S. 2010 Fund -
Target Date 2016-2020 NETWX American Independence Financial NestEgg Dow Jones U.S. 2020 Fund -
Target Date 2026-2030 NETHX American Independence Financial NestEgg Dow Jones U.S. 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Pacific Investment Management Company Total Return Bond Fund -
US EQUITY
LARGE GROWTH PRGFX T Rowe Price T Rowe Price Growth Stock Fund -
LARGE BLEND VFINX Vanguard Funds Vanguard 500 Index Fund -
Small Growth ALSRX Alger Alger Smallcap Growth Institutional Fund -
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value IMSSX American Independence Financial American Independence International Equity Fund -
Others
Target Date 2000-2010 NECSX American Independence Financial NestEgg Dow Jones U.S. 2010 Fund -
Target Date 2016-2020 NETWX American Independence Financial NestEgg Dow Jones U.S. 2020 Fund -
Target Date 2026-2030 NETHX American Independence Financial NestEgg Dow Jones U.S. 2030 Fund
Target Date 2036-2040 NEFYX American Independence Financial NestEgg Dow Jones U.S. 2040 Fund -
ROOT CASH Federated Government Obligation Federated Govt Oblig Fund N/A
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Pacific Investment Management Company Total Return Bond Fund -
US EQUITY
LARGE GROWTH PRGFX T Rowe Price T Rowe Price Growth Stock Fund -
LARGE BLEND VFINX Vanguard Funds Vanguard 500 Index Fund -
Small Growth ALSRX Alger Alger Smallcap Growth Institutional Fund -
SMALL VALUE NOSGX Northern Tr Investments Northern Small Cap Value Fund -
MID-CAP VALUE GSMCX Goldman Sachs Goldman Sachs Mid Cap Value Fund -
Mid-Cap Growth DGRDX Morgan Stanley Morgan Stanley Mid Cap Growth Fund -
LARGE VALUE ISISX American Independence Financial American Independence Stock Fund -
Total Available Funds: 14
  • 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 Value IMSSX American Independence Financial American Independence International Equity Fund - 0% 3 60 0 0.95% 0%
Others
Target Date 2000-2010 NECSX American Independence Financial NestEgg Dow Jones U.S. 2010 Fund - 0% 3 60 0 0.76% 0%
Target Date 2016-2020 NETWX American Independence Financial NestEgg Dow Jones U.S. 2020 Fund - 0% 3 60 0 0.79% 0%
Target Date 2026-2030 NETHX American Independence Financial NestEgg Dow Jones U.S. 2030 Fund 0% 3 60 0 0.81% 0%
Target Date 2036-2040 NEFYX American Independence Financial NestEgg Dow Jones U.S. 2040 Fund - 0% 3 60 0 0.83% 0%
ROOT CASH Federated Government Obligation Federated Govt Oblig Fund N/A 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Pacific Investment Management Company Total Return Bond Fund - 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price T Rowe Price Growth Stock Fund - 100% 3 60 0 0% 0%
LARGE BLEND VFINX Vanguard Funds Vanguard 500 Index Fund - 98% 3 60 0 0.14% 1.27%
Small Growth ALSRX Alger Alger Smallcap Growth Institutional Fund - 89% 3 60 0 1.73% 0%
SMALL VALUE NOSGX Northern Tr Investments Northern Small Cap Value Fund - 89% 3 60 0 1% 1.46%
MID-CAP VALUE GSMCX Goldman Sachs Goldman Sachs Mid Cap Value Fund - 82% 3 60 0 1.18% 0.85%
Mid-Cap Growth DGRDX Morgan Stanley Morgan Stanley Mid Cap Growth Fund - 0% 3 60 0 0.72% 0%
LARGE VALUE ISISX American Independence Financial American Independence Stock Fund - 0% 3 60 0 1.18% 0%
Average Expense Ratio: 0.84%
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Model Portfolios

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:UCBI)
The plan consists of 14 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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