MyPlanIQ 401k Investor FIRST FINANCIAL HOLDINGS INC. SHARING THRIFT PLAN

FIRST FINANCIAL HOLDINGS INC. SHARING THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020
FIXED INCOME
Intermediate-Term Bond VIBSX Vanguard interm Bond Mkt Index FD Signal Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index-Inv
MID-CAP VALUE JMCVX Janus Perkins Mid Cap Value FD-Inv
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index-Inv
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund
Moderate Allocation OAKBX Oakmark Equity Income Fund
Moderate Allocation VBASX Vanguard 500 Index Fund Signal
FIXED INCOME
Intermediate-Term Bond VIBSX Vanguard interm Bond Mkt Index FD Signal Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index-Inv
MID-CAP VALUE JMCVX Janus Perkins Mid Cap Value FD-Inv
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index-Inv
LARGE VALUE DODGX Dodge Cox Stock Fund
SMALL BLEND LRSYX Lord Abbett Small Cap value Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund - Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE VALUE EHSTX Eaton Vance Large-Cap Value-A
Total Available Funds: 17
  • 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 TGVIX Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 100% 3 60 0 0.78% 11.87%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 97% 3 60 0 0.99% 10.65%
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Moderate Allocation OAKBX Oakmark Equity Income Fund 91% 3 60 0 0.83% 2.3%
Moderate Allocation VBASX Vanguard 500 Index Fund Signal 0% 3 60 0 0.1% 2.02%
FIXED INCOME
Intermediate-Term Bond VIBSX Vanguard interm Bond Mkt Index FD Signal Fund 0% 3 60 0 0.11% 4.88%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index-Inv 99% 3 60 0 0.03% 1.4%
MID-CAP VALUE JMCVX Janus Perkins Mid Cap Value FD-Inv 98% 3 60 0 0.91% 1%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index-Inv 97% 3 60 0 0.04% 1.35%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND LRSYX Lord Abbett Small Cap value Fund 92% 3 60 0 1.43% 0.26%
Mid-Cap Growth ACRNX Columbia Acorn Fund - Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value-A 48% 3 60 0 1.27% 2.98%
Average Expense Ratio: 0.76%
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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*
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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:FFCH)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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