MyPlanIQ 401k Investor Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan

Yadkin Valley Bank Trust Company 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Advisor International Growth Fund
Foreign Large Growth FIIIX Fidelity Advisor International Growth Fund
US EQUITY
LARGE VALUE FEIAX Fidelity Advisor Equity Income Fund Class A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth Fund Class A
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Advisor International Growth Fund
Foreign Large Growth FIIIX Fidelity Advisor International Growth Fund
US EQUITY
LARGE VALUE FEIAX Fidelity Advisor Equity Income Fund Class A
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth Fund Class A
Total Available Funds: 4
  • 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 Growth JAIGX Janus Advisor International Growth Fund 96% 3 60 0 1.14% 1.52%
Foreign Large Growth FIIIX Fidelity Advisor International Growth Fund 73% 3 60 0 0.89% 0.48%
US EQUITY
LARGE VALUE FEIAX Fidelity Advisor Equity Income Fund Class A 44% 3 60 0 1.03% 5.68%
LARGE GROWTH EPGAX Fidelity Advisor Equity Growth Fund Class A 32% 3 60 0 0.72% 1.7%
Average Expense Ratio: 0.95%
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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 6.3% 15.4% 4.8% 7.8% 3.8% 6.8%

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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:YAVY)
The plan consists of 4 funds. It covers 2 major asset classes and 3 minor asset classes. The major asset classes it covers are Foreign Equity and US Equity.


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