MyPlanIQ 401k Investor Unit Corporation Employees' Thrift Plan

Unit Corporation Employees' Thrift Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Balanced International Stock Fund
Others
Target Date 2050+ PPLIX Principal Global Investors Lifetime 2050 Sel Fund
Target Date 2036-2040 PTDIX Principal Global Investors Lifetime 2040 Sel Fund
Target Date 2026-2030 PMTIX Principal Global Investors Lifetime 2030 Sel Fund
US EQUITY
LARGE BLEND NPRTX Neuberger & Berman Partners Trust Fund
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust Fund
Mid-Cap Growth JAENX Janus Enterprise S Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Investor Fund
SHORT GOVERNMENT STABLEVALUE Principal Fixed Income 401(A)/(K)
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Balanced International Stock Fund
Others
Target Date 2050+ PPLIX Principal Global Investors Lifetime 2050 Sel Fund
Target Date 2036-2040 PTDIX Principal Global Investors Lifetime 2040 Sel Fund
Target Date 2026-2030 PMTIX Principal Global Investors Lifetime 2030 Sel Fund
Target Date 2016-2020 PLWIX Principal Global Investors Lifetime 2020 Sel Fund
Retirement Income PLSIX Principal Global Investors Lifetime Strategic Income Sel Fund
Target Date 2000-2010 PTTIX Principal Global Investors Lifetime 2010 Sel Fund
US EQUITY
LARGE BLEND NPRTX Neuberger & Berman Partners Trust Fund
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust Fund
Mid-Cap Growth JAENX Janus Enterprise S Fund
MID-CAP BLEND PMFPX Principal Global Investors S&P 400 Index
SMALL BLEND PSSPX Principal Global Investors S&P 600 Index
LARGE BLEND PLFPX Principal Global Investors S&P 500 Index
SMALL BLEND FSCTX Fidelity Adv Small Cap T Fund
LARGE VALUE EHSTX Eaton Vance Large Cap Value A Fund
MID-CAP VALUE GSMSX Goldman Sachs Assets Management MidCap Val Sel Fund
SMALL VALUE PVSIX Principal Global Investors SmallCap Value Sel Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Investor Fund
SHORT GOVERNMENT STABLEVALUE Principal Fixed Income 401(A)/(K)
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 Value DODFX Dodge & Cox Balanced International Stock Fund 99% 3 60 0 0.52% 2.33%
Others
Target Date 2050+ PPLIX Principal Global Investors Lifetime 2050 Sel Fund 100% 3 60 0 1.04% 1.58%
Target Date 2036-2040 PTDIX Principal Global Investors Lifetime 2040 Sel Fund 94% 3 60 0 1% 1.87%
Target Date 2026-2030 PMTIX Principal Global Investors Lifetime 2030 Sel Fund 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Principal Global Investors Lifetime 2020 Sel Fund 90% 3 60 0 0.91% 2.79%
Retirement Income PLSIX Principal Global Investors Lifetime Strategic Income Sel Fund 84% 3 60 0 1.4% 4.8%
Target Date 2000-2010 PTTIX Principal Global Investors Lifetime 2010 Sel Fund 0% 3 60 0 0.72% 7.6%
US EQUITY
LARGE BLEND NPRTX Neuberger & Berman Partners Trust Fund 97% 3 60 0 0.98% 2.42%
SMALL BLEND NBGEX Neuberger & Berman Genesis Trust Fund 96% 3 60 0 0.84% 0%
Mid-Cap Growth JAENX Janus Enterprise S Fund 92% 3 60 0 1.14% 0%
MID-CAP BLEND PMFPX Principal Global Investors S&P 400 Index 78% 3 60 0 0.42% 1%
SMALL BLEND PSSPX Principal Global Investors S&P 600 Index 77% 3 60 0 0.54% 9.35%
LARGE BLEND PLFPX Principal Global Investors S&P 500 Index 72% 3 60 0 0.52% 2.12%
SMALL BLEND FSCTX Fidelity Adv Small Cap T Fund 50% 3 60 0 2.15% 5.27%
LARGE VALUE EHSTX Eaton Vance Large Cap Value A Fund 48% 3 60 0 1.27% 2.98%
MID-CAP VALUE GSMSX Goldman Sachs Assets Management MidCap Val Sel Fund 46% 3 60 0 0.82% 4.24%
SMALL VALUE PVSIX Principal Global Investors SmallCap Value Sel Fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond DBMIX Dreyfus Bond Market Index Investor Fund 61% 3 60 0 0.4% 3.01%
SHORT GOVERNMENT STABLEVALUE Principal Fixed Income 401(A)/(K) 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.94%
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Related Retirement Plans
UNIT CORPORATION EMPLOYEES' THRIFT PLAN
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:UNT)
The plan consists of 22 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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