MyPlanIQ 401k Investor FINANCIAL INSTITUTIONS, INC. 401(k) PLAN

FINANCIAL INSTITUTIONS, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth Fund
WORLD STOCK TEDIX Mutual Global Discovery Fund
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Administrative Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
LARGE BLEND SLASX Selected American Shares Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Europacific Growth Fund
WORLD STOCK TEDIX Mutual Global Discovery Fund
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Administrative Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund
LARGE BLEND SLASX Selected American Shares Fund
LARGE GROWTH RGAFX Growth Fund of Amer
Mid-Cap Growth ACRNX Columbia Acorn Fund
LARGE BLEND ANCFX Fundamental Investors Fund
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal Fund
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
Total Available Funds: 12
  • 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 RERFX Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
WORLD STOCK TEDIX Mutual Global Discovery Fund 58% 3 60 0 1.45% 1.75%
Others
Moderate Allocation OAKBX Oakmark Equity Income Fund 91% 3 60 0 0.83% 2.3%
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Administrative Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 1.97%
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund 98% 3 60 0 0.91% 1%
LARGE BLEND SLASX Selected American Shares Fund 97% 3 60 0 0.99% 0.75%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
LARGE BLEND ANCFX Fundamental Investors Fund 53% 3 60 0 0.28% 1.65%
MID-CAP BLEND VMISX Vanguard Mid Capitalization Index Signal Fund 0% 3 60 0 0.1% 1.26%
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.73%
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Related Retirement Plans
FINANCIAL INSTITUTIONS, INC. 401(K) PLAN
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 2.2% 12.8% 3.6% 7.4% 5.2% 7.3%

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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:FISI)
The plan consists of 12 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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