MyPlanIQ 401k Investor SCBT N.A. Employees Savings Plan

SCBT N.A. Employees Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund Class
Others
Moderate Allocation VBASX Vanguard Index 500 Signal Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Funds Harbor Bond Fund
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value A Fund
LARGE VALUE GSFTX Columbia Management Columbia Dividend Income Fund
SMALL VALUE DHSIX Diamond Hill Funds Diamond Hill Small Cap Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund Class
Others
Moderate Allocation VBASX Vanguard Index 500 Signal Fund
ROOT CASH Vanguard Prime Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Funds Harbor Bond Fund
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value A Fund
LARGE VALUE GSFTX Columbia Management Columbia Dividend Income Fund
SMALL VALUE DHSIX Diamond Hill Funds Diamond Hill Small Cap Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund
Small Growth AUSAX Columbia Management Columbia Acorn USA Fund
Total Available Funds: 10
  • 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 American Funds EuroPacific Growth Fund Class 94% 3 60 0 0.84% 1.86%
Others
Moderate Allocation VBASX Vanguard Index 500 Signal Fund 0% 3 60 0 0.1% 2.02%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Funds Harbor Bond Fund 93% 3 60 0 0.3% 4.39%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value A Fund 93% 3 60 0 1.18% 0.54%
LARGE VALUE GSFTX Columbia Management Columbia Dividend Income Fund 91% 3 60 0 1.16% 5%
SMALL VALUE DHSIX Diamond Hill Funds Diamond Hill Small Cap Fund 77% 3 60 0 1.26% 2.25%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth BARAX Baron Funds Baron Asset Fund 35% 3 60 0 1.33% 3.55%
Small Growth AUSAX Columbia Management Columbia Acorn USA Fund 0% 3 60 0 1.08% 0%
Average Expense Ratio: 0.88%
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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 4.0% 11.6% 0.8% 6.3% 5.5% 6.9%

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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:SCBT)
The plan consists of 10 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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