MyPlanIQ 401k Investor The Cortland Savings and Banking 401(k) Plan

The Cortland Savings and Banking 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX New Perspective Fd (R-2) Mutual Funds
Foreign Large Blend RERBX Europacific Growth Fd (R2) Mutual Funds
Others
Target Date 2041-2045 ISRAX ING Solution 2045 Port (adv) Mutual Funds
Target Date 2031-2035 ISQAX ING Solution 2035 Port (adv) Mutual Funds 505 Units N/A
Target Date 2021-2025 ISZAX ING Solution 2025 Port (adv) Mutual Funds
FIXED INCOME
Intermediate Government LEXNX ING GNMA Income Fund (A) Mutual Funds
SHORT GOVERNMENT STABLEVALUE ING Fixed Account Mutual Funds
Intermediate-Term Bond IPRAX ING Pacific Investment Management Company Total Return Portfolio (adv) Mutual Funds
US EQUITY
LARGE VALUE AMRMX ING Strategic Alloc Consv Fd (A) Mutual Funds
MID-CAP VALUE FRBSX Franklin Balance Sheet Inv t Fund (A) Mutual Funds
Mid-Cap Growth IIMOX ING MidCap Opportunities Fund (A) Mutual Funds
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX New Perspective Fd (R-2) Mutual Funds
Foreign Large Blend RERBX Europacific Growth Fd (R2) Mutual Funds
Others
Target Date 2041-2045 ISRAX ING Solution 2045 Port (adv) Mutual Funds
Target Date 2031-2035 ISQAX ING Solution 2035 Port (adv) Mutual Funds 505 Units N/A
Target Date 2021-2025 ISZAX ING Solution 2025 Port (adv) Mutual Funds
Health GTHIX AIM Global Health Care Fund Inv Mutual Funds
Conservative Allocation ATLAX ING Strategic Allocation Gr.Fd (A) Mutual Funds
Moderate Allocation RIDBX The Income Fund of Amer (R2) Mutual Funds
ROOT CASH ING Money Mkt Fund (A) Mutual Funds
FIXED INCOME
Intermediate Government LEXNX ING GNMA Income Fund (A) Mutual Funds
SHORT GOVERNMENT STABLEVALUE ING Fixed Account Mutual Funds
Intermediate-Term Bond IPRAX ING Pacific Investment Management Company Total Return Portfolio (adv) Mutual Funds
US EQUITY
LARGE VALUE AMRMX ING Strategic Alloc Consv Fd (A) Mutual Funds
MID-CAP VALUE FRBSX Franklin Balance Sheet Inv t Fund (A) Mutual Funds
Mid-Cap Growth IIMOX ING MidCap Opportunities Fund (A) Mutual Funds
SMALL BLEND LRSPX Lord Abbett Small Cap Value Fd (P) Mutual Funds
Mid-Cap Growth BGRFX Baron Growth
LARGE GROWTH RGABX The Growth Fund of Amer (R2) Mutual Funds
LARGE VALUE PEQIX Pioneer Equity Income Fund (A) Mutual Funds
LARGE BLEND OMMAX ING Strategic Alloc Mod Fd (A) Mutual Funds
LARGE BLEND AELAX ING Index Plus LargeCap Fund (A) Mutual Funds
SMALL BLEND IDSOX ING Index Plus Small Cap Fd (A) Mutual Funds
MID-CAP BLEND IDMOX ING Index Plus Mid Cap Fd (A) Mutual Funds
Total Available Funds: 23
  • 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
WORLD STOCK RNPBX New Perspective Fd (R-2) Mutual Funds 60% 3 60 0 1.47% 5.27%
Foreign Large Blend RERBX Europacific Growth Fd (R2) Mutual Funds 54% 3 60 0 0.9% 3.15%
Others
Target Date 2041-2045 ISRAX ING Solution 2045 Port (adv) Mutual Funds 62% 3 60 0 1% 8.28%
Target Date 2031-2035 ISQAX ING Solution 2035 Port (adv) Mutual Funds 505 Units N/A 60% 3 60 0 1.23% 6.64%
Target Date 2021-2025 ISZAX ING Solution 2025 Port (adv) Mutual Funds 58% 3 60 0 0.72% 4.28%
Health GTHIX AIM Global Health Care Fund Inv Mutual Funds 36% 3 60 0 1.04% 0%
Conservative Allocation ATLAX ING Strategic Allocation Gr.Fd (A) Mutual Funds 35% 3 60 0 1.93% 4.77%
Moderate Allocation RIDBX The Income Fund of Amer (R2) Mutual Funds 33% 3 60 0 0.69% 3.07%
ROOT CASH ING Money Mkt Fund (A) Mutual Funds 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate Government LEXNX ING GNMA Income Fund (A) Mutual Funds 53% 3 60 0 0.59% 3.67%
SHORT GOVERNMENT STABLEVALUE ING Fixed Account Mutual Funds 16% 3 60 0 NA 29.23%
Intermediate-Term Bond IPRAX ING Pacific Investment Management Company Total Return Portfolio (adv) Mutual Funds 0% 3 60 0 1.08% 0%
US EQUITY
LARGE VALUE AMRMX ING Strategic Alloc Consv Fd (A) Mutual Funds 94% 3 60 0 0.38% 3.93%
MID-CAP VALUE FRBSX Franklin Balance Sheet Inv t Fund (A) Mutual Funds 93% 3 60 0 1.15% 2.52%
Mid-Cap Growth IIMOX ING MidCap Opportunities Fund (A) Mutual Funds 86% 3 60 0 1.06% 0%
SMALL BLEND LRSPX Lord Abbett Small Cap Value Fd (P) Mutual Funds 48% 3 60 0 1.48% 0%
Mid-Cap Growth BGRFX Baron Growth 40% 3 60 0 1.3% 1.9%
LARGE GROWTH RGABX The Growth Fund of Amer (R2) Mutual Funds 35% 3 60 0 0.3% 8.44%
LARGE VALUE PEQIX Pioneer Equity Income Fund (A) Mutual Funds 29% 3 60 0 0.78% 16.39%
LARGE BLEND OMMAX ING Strategic Alloc Mod Fd (A) Mutual Funds 0% 3 60 0 NA 1.36%
LARGE BLEND AELAX ING Index Plus LargeCap Fund (A) Mutual Funds 0% 3 60 0 NA 2.32%
SMALL BLEND IDSOX ING Index Plus Small Cap Fd (A) Mutual Funds 0% 3 60 0 NA 0.22%
MID-CAP BLEND IDMOX ING Index Plus Mid Cap Fd (A) Mutual Funds 0% 3 60 0 0.99% 9.8%
Average Expense Ratio: 1%
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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 10.7% 25.9% 10.2% 12.8% 8.9% 9.4%

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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:CLDB.OB)
The plan consists of 25 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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