MyPlanIQ 401k Investor VIST FINANCIAL CORP.401(K) Retirement Savings Plan

VIST FINANCIAL CORP.401(K) Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PESSX Principal Intl Emerging Mkts R4 Fund
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Diversified Interl R4 Fund
Others
Target Date 2050+ PPLIX Principal Inv LifeTime 2050
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030
US EQUITY
Mid-Cap Growth PIPPX Principal Mid Cap Growth R4 Fund
MID-CAP BLEND PMFSX Principal S&P 400 Idx R4 Fund
LARGE BLEND PLFIX Principal S&P 500 Idx Inst Fund
FIXED INCOME
Inflation-Protected Bond PIFSX Principal Inflation Pro R4 Fund
Intermediate-Term Bond PPSIX Principal Preferred Sec Sel Fund
Intermediate-Term Bond CSIBX Calvert Soc Inv Bond A Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PESSX Principal Intl Emerging Mkts R4 Fund
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Diversified Interl R4 Fund
Others
Target Date 2050+ PPLIX Principal Inv LifeTime 2050
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030
Target Date 2016-2020 PLWIX Principal Inv LifeTime 2020
Retirement Income PLSIX Principal Inv Lf Tm Strat Inc Sel
Target Date 2000-2010 PTTIX Principal Inv LifeTime 2010
US EQUITY
Mid-Cap Growth PIPPX Principal Mid Cap Growth R4 Fund
MID-CAP BLEND PMFSX Principal S&P 400 Idx R4 Fund
LARGE BLEND PLFIX Principal S&P 500 Idx Inst Fund
LARGE VALUE PPSSX Principal Large Cap Value III R4 Fund
LARGE BLEND RFNCX Am Funds Fdmntl Inv R3
SMALL BLEND FSCTX Fidelity Adv Small Cap T Fund
LARGE BLEND ISBAX Davis New York Venture A Fund
LARGE GROWTH RGACX Am Fds Grth Fd of Am R3
SMALL VALUE PPKSX Principal Sm Cap Value I R4 Fund
LARGE VALUE PAGBX Principal Mid Cap Value I R4
Mid-Cap Growth ACDRX AIM Capital Development R
LARGE GROWTH PEPPX Principal Large Cap Growth R4 Fund
FIXED INCOME
Inflation-Protected Bond PIFSX Principal Inflation Pro R4 Fund
Intermediate-Term Bond PPSIX Principal Preferred Sec Sel Fund
Intermediate-Term Bond CSIBX Calvert Soc Inv Bond A Fund
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Sgnture
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PESSX Principal Intl Emerging Mkts R4 Fund 89% 3 60 0 1.11% 1%
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Diversified Interl R4 Fund 87% 3 60 0 0.78% 0.59%
Others
Target Date 2050+ PPLIX Principal Inv LifeTime 2050 100% 3 60 0 1.04% 1.58%
Target Date 2036-2040 PTDIX Principal Inv LifeTime 2040 94% 3 60 0 1% 1.87%
Target Date 2026-2030 PMTIX Principal Inv LifeTime 2030 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Principal Inv LifeTime 2020 90% 3 60 0 0.91% 2.79%
Retirement Income PLSIX Principal Inv Lf Tm Strat Inc Sel 84% 3 60 0 1.4% 4.8%
Target Date 2000-2010 PTTIX Principal Inv LifeTime 2010 0% 3 60 0 0.72% 7.6%
US EQUITY
Mid-Cap Growth PIPPX Principal Mid Cap Growth R4 Fund 83% 3 60 0 0.76% 0%
MID-CAP BLEND PMFSX Principal S&P 400 Idx R4 Fund 78% 3 60 0 0.16% 6%
LARGE BLEND PLFIX Principal S&P 500 Idx Inst Fund 76% 3 60 0 0.52% 2.38%
LARGE VALUE PPSSX Principal Large Cap Value III R4 Fund 70% 3 60 0 0.7% 8.96%
LARGE BLEND RFNCX Am Funds Fdmntl Inv R3 51% 3 60 0 0.28% 1.42%
SMALL BLEND FSCTX Fidelity Adv Small Cap T Fund 50% 3 60 0 2.15% 5.27%
LARGE BLEND ISBAX Davis New York Venture A Fund 42% 3 60 0 0.95% 52.11%
LARGE GROWTH RGACX Am Fds Grth Fd of Am R3 37% 3 60 0 0.3% 0%
SMALL VALUE PPKSX Principal Sm Cap Value I R4 Fund 0% 3 60 0 NA NA
LARGE VALUE PAGBX Principal Mid Cap Value I R4 0% 3 60 0 1.14% 86.64%
Mid-Cap Growth ACDRX AIM Capital Development R 0% 3 60 0 NA 0%
LARGE GROWTH PEPPX Principal Large Cap Growth R4 Fund 0% 3 60 0 1.06% 0%
FIXED INCOME
Inflation-Protected Bond PIFSX Principal Inflation Pro R4 Fund 76% 3 60 0 0.39% 5.92%
Intermediate-Term Bond PPSIX Principal Preferred Sec Sel Fund 73% 3 60 0 1.79% 5.4%
Intermediate-Term Bond CSIBX Calvert Soc Inv Bond A Fund 47% 3 60 0 1.53% 3.48%
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Sgnture 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.96%
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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 7.7% 23.8% 5.5% 7.1% 5.2% 6.5%

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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:VIST)
The plan consists of 24 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.
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