MyPlanIQ 401k Investor Integra Bank Corporation Employees’ 401(k) Plan

Integra Bank Corporation Employees’ 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX The American Funds Group American Funds Capital World G/I Fund
Others
ROOT CASH Charles Schwab Tr Company Schwab Investor Money Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Capital Corporation Perkins Mid Cap Value Fund
LARGE BLEND VFINX Vanguard Tr Company Vanguard 500 Index Fund
LARGE VALUE MALVX Blackrock Blackrock Large Cap Value
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Capital Advisors Inc. Harbor Bond Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX The American Funds Group American Funds Capital World G/I Fund
Others
ROOT CASH Charles Schwab Tr Company Schwab Investor Money Fund
US EQUITY
MID-CAP VALUE JMCVX Perkins Capital Corporation Perkins Mid Cap Value Fund
LARGE BLEND VFINX Vanguard Tr Company Vanguard 500 Index Fund
LARGE VALUE MALVX Blackrock Blackrock Large Cap Value
LARGE GROWTH RGAFX The American Funds Group American Funds Growth Fund of Amer
Mid-Cap Growth ACRNX Columbia Wagner Asset Management Columbia Acorn Fund
SMALL VALUE DFSVX DFA Investment Company DFA U.S. Small Cap Value Fund
Small Growth RVPCX Royce Royce Value Plus Fund
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Capital Advisors Inc. Harbor Bond Fund
Total Available Funds: 10
  • 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 RWIFX The American Funds Group American Funds Capital World G/I Fund 92% 3 60 0 0.75% 3.09%
Others
ROOT CASH Charles Schwab Tr Company Schwab Investor Money Fund 0% 1 60 0 NA 3.73%
US EQUITY
MID-CAP VALUE JMCVX Perkins Capital Corporation Perkins Mid Cap Value Fund 98% 3 60 0 0.91% 8.87%
LARGE BLEND VFINX Vanguard Tr Company Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.25%
LARGE VALUE MALVX Blackrock Blackrock Large Cap Value 83% 3 60 0 0.79% 2.65%
LARGE GROWTH RGAFX The American Funds Group American Funds Growth Fund of Amer 75% 3 60 0 0.63% 6.89%
Mid-Cap Growth ACRNX Columbia Wagner Asset Management Columbia Acorn Fund 75% 3 60 0 1.83% 0%
SMALL VALUE DFSVX DFA Investment Company DFA U.S. Small Cap Value Fund 75% 3 60 0 0.52% 3.58%
Small Growth RVPCX Royce Royce Value Plus Fund 0% 3 60 0 1.24% 0%
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Capital Advisors Inc. Harbor Bond Fund 93% 3 60 0 0.3% 4.54%
Average Expense Ratio: 0.79%
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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 6.2% 17.1% 5.2% 8.7% 7.0% 8.7%

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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:IBNK)
The plan consists of 10 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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