MyPlanIQ 401k Investor POPULAR, INC. PUERTO RICO SAVINGS AND INVESTMENT PLAN

POPULAR, INC. PUERTO RICO SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International A Equity Fund
Others
Target Date 2050+ PPLIX Principal Investors Lifetime 2050 Fund
Target Date 2026-2030 PTCAX Principal Invs Fund Life 2030 Cl A
Target Date 2036-2040 PTDAX Principal Invs Fund Life 2040 Cl A
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND RPFIX Royce Premier Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MRSAX MFS Research International A Equity Fund
Others
Target Date 2050+ PPLIX Principal Investors Lifetime 2050 Fund
Target Date 2026-2030 PTCAX Principal Invs Fund Life 2030 Cl A
Target Date 2036-2040 PTDAX Principal Invs Fund Life 2040 Cl A
Target Date 2016-2020 PTBAX Principal Invs Fund Life 2020 Cl A
Retirement Income PALTX Principal Lifetime Str In-A-Fund
Target Date 2000-2010 PENAX Principal Invs Fund Life 2010 Cl A
ROOT CASH Federated Government Obligations Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
MID-CAP BLEND RPFIX Royce Premier Fund
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund
MID-CAP BLEND VIMAX Vanguard Mid-Cap Index Fund
LARGE GROWTH RAFFX American Amcap Fund
LARGE VALUE ACSTX Van Kampen Comstock Fund A
Total Available Funds: 15
  • 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 MRSAX MFS Research International A Equity Fund 48% 3 60 0 0.75% 0%
Others
Target Date 2050+ PPLIX Principal Investors Lifetime 2050 Fund 100% 3 60 0 1.04% 1.58%
Target Date 2026-2030 PTCAX Principal Invs Fund Life 2030 Cl A 49% 3 60 0 1.14% 8.48%
Target Date 2036-2040 PTDAX Principal Invs Fund Life 2040 Cl A 49% 3 60 0 0.83% 7.27%
Target Date 2016-2020 PTBAX Principal Invs Fund Life 2020 Cl A 44% 3 60 0 0.79% 8.43%
Retirement Income PALTX Principal Lifetime Str In-A-Fund 31% 3 60 0 1.4% 4.38%
Target Date 2000-2010 PENAX Principal Invs Fund Life 2010 Cl A 0% 3 60 0 0.72% 6.99%
ROOT CASH Federated Government Obligations Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND RPFIX Royce Premier Fund 96% 3 60 0 2.24% 7.07%
LARGE VALUE EILVX Eaton Vance Large Cap Value Fund 90% 3 60 0 0.77% 1.16%
MID-CAP BLEND VIMAX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.5%
LARGE GROWTH RAFFX American Amcap Fund 72% 3 60 0 0.49% 3.69%
LARGE VALUE ACSTX Van Kampen Comstock Fund A 49% 3 60 0 1.55% 1.32%
Average Expense Ratio: 0.91%
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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:BPOP)
The plan consists of 15 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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