MyPlanIQ 401k Investor The Provident Bank 401(k) Plan

The Provident Bank 401(k) Plan Investment Model Portfolios

Investment Menu Rating:

More retirement plan match, contribution, and login info
PROVIDENT SAVINGS BANK 401(K) PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Life Insurance Company Pooled Separate Accounts Principal Divers Intl
Others
Target Date 2050+ PPLIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2050
Moderate Allocation CTFAX Columbia Funds Registered Investment Company Columbia Acorn A Fund
Target Date 2036-2040 PTDIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2040
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Blnd
MID-CAP VALUE PVMIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Value I
SMALL BLEND PSSIX Principal Life Insurance Company Pooled Separate Accounts Prin Sm Cap S P 600
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Life Insurance Company Pooled Separate Accounts Principal Bond & Mtg
High Yield Bond MHOAX MFS Investment Management Registered Investment Company MFS High-Yield Opp A Fund
ULTRASHORT BOND USBIX Principal Life Insurance Company Pooled Separate Accounts Principal U.S. Property,
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Life Insurance Company Pooled Separate Accounts Principal Divers Intl
Others
Target Date 2050+ PPLIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2050
Moderate Allocation CTFAX Columbia Funds Registered Investment Company Columbia Acorn A Fund
Target Date 2036-2040 PTDIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2040
Target Date 2026-2030 PMTIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2030
Target Date 2016-2020 PLWIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2020
Retirement Income PLSIX Principal Life Insurance Company Pooled Separate Accounts Prin Lifetm Str income
Target Date 2000-2010 PTTIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2010
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Blnd
MID-CAP VALUE PVMIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Value I
SMALL BLEND PSSIX Principal Life Insurance Company Pooled Separate Accounts Prin Sm Cap S P 600
LARGE BLEND PLFIX Principal Life Insurance Company Pooled Separate Accounts Prin Lg Cp S P 500
Mid-Cap Growth PPIMX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Growth III
LARGE GROWTH RGAEX The American Funds Registered Investment Company Am Fds Grwth Fd of Am R4 Fund
SMALL VALUE PPKIX Principal Life Insurance Company Pooled Separate Accounts Prin Small Cap Value I
LARGE GROWTH PGLIX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Growth
LARGE VALUE PAFBX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Value I
LARGE BLEND PPZSX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Blend II
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Life Insurance Company Pooled Separate Accounts Principal Bond & Mtg
High Yield Bond MHOAX MFS Investment Management Registered Investment Company MFS High-Yield Opp A Fund
ULTRASHORT BOND USBIX Principal Life Insurance Company Pooled Separate Accounts Principal U.S. Property,
Total Available Funds: 21
  • 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 PIIIX Principal Life Insurance Company Pooled Separate Accounts Principal Divers Intl 89% 3 60 0 0.78% 5.04%
Others
Target Date 2050+ PPLIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2050 100% 3 60 0 1.04% 1.55%
Moderate Allocation CTFAX Columbia Funds Registered Investment Company Columbia Acorn A Fund 94% 3 60 0 0.85% 3.39%
Target Date 2036-2040 PTDIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2040 94% 3 60 0 1% 1.93%
Target Date 2026-2030 PMTIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2030 93% 3 60 0 1.45% 2.58%
Target Date 2016-2020 PLWIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2020 90% 3 60 0 0.91% 7.17%
Retirement Income PLSIX Principal Life Insurance Company Pooled Separate Accounts Prin Lifetm Str income 84% 3 60 0 1.4% 4.64%
Target Date 2000-2010 PTTIX Principal Life Insurance Company Pooled Separate Accounts Principal Lifetm 2010 0% 3 60 0 0.72% 7.1%
US EQUITY
MID-CAP BLEND PCBIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Blnd 90% 3 60 0 0.94% 3.52%
MID-CAP VALUE PVMIX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Value I 80% 3 60 0 0.7% 1.42%
SMALL BLEND PSSIX Principal Life Insurance Company Pooled Separate Accounts Prin Sm Cap S P 600 77% 3 60 0 0.54% 9.18%
LARGE BLEND PLFIX Principal Life Insurance Company Pooled Separate Accounts Prin Lg Cp S P 500 76% 3 60 0 0.52% 2.85%
Mid-Cap Growth PPIMX Principal Life Insurance Company Pooled Separate Accounts Prin Mid Cap Growth III 70% 3 60 0 1.06% 39.77%
LARGE GROWTH RGAEX The American Funds Registered Investment Company Am Fds Grwth Fd of Am R4 Fund 39% 3 60 0 0.3% 9%
SMALL VALUE PPKIX Principal Life Insurance Company Pooled Separate Accounts Prin Small Cap Value I 0% 3 60 0 NA 0.94%
LARGE GROWTH PGLIX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Growth 0% 3 60 0 0.67% 34.48%
LARGE VALUE PAFBX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Value I 0% 3 60 0 1.02% 47.6%
LARGE BLEND PPZSX Principal Life Insurance Company Pooled Separate Accounts Principal Large Cap Blend II 0% 3 60 0 1.11% 13.74%
FIXED INCOME
Intermediate-Term Bond PMSIX Principal Life Insurance Company Pooled Separate Accounts Principal Bond & Mtg 74% 3 60 0 0.88% 4.16%
High Yield Bond MHOAX MFS Investment Management Registered Investment Company MFS High-Yield Opp A Fund 36% 3 60 0 0.74% 5.07%
ULTRASHORT BOND USBIX Principal Life Insurance Company Pooled Separate Accounts Principal U.S. Property, 0% 3 60 0 NA 0%
Average Expense Ratio: 0.88%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.6% 7.1% 0.1% 3.0% 4.0% 5.3%

Sign up or Login first to get rebalance emails for this portfolio

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 7.5% -0.7% 3.0% 3.1% 4.2%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:PBNY)
The plan consists of 21 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.