MyPlanIQ 401k Investor United Western Bancorp, Inc. 401(k) Plan

United Western Bancorp, Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Fund Instl
INTERNATIONAL EQUITY
Foreign Large Blend UMBWX UMB Scout UMB Scout International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Inter-Term Corporate Fund
WORLD BOND TPINX Templeton Templeton Global Bond A
SHORT GOVERNMENT STABLEVALUE US Bank Stable Asset Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Fund Instl
INTERNATIONAL EQUITY
Foreign Large Blend UMBWX UMB Scout UMB Scout International Fund
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Fund
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund
Moderate Allocation AADBX American Beacon Balanced Fund
ROOT CASH First American Prime Obligations Fund
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Inter-Term Corporate Fund
WORLD BOND TPINX Templeton Templeton Global Bond A
SHORT GOVERNMENT STABLEVALUE US Bank Stable Asset Fund
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement Blue Chip Growth
LARGE BLEND VFINX Vanguard 500 Index
SMALL BLEND RTRIX Royce Royce Total Return Instl
LARGE BLEND PYODX Pioneer Fund Class Y Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Inst
Mid-Cap Growth FISGX First American First American Mid Cap Growth Opp
MID-CAP BLEND VSPIX Victory Special Value I
Small Growth LSBYX Lord Abbett Lord Abbett Small Cap Blend Fund Y
SMALL BLEND KSCIX Keeley Keeley Small Cap Value Fund
LARGE VALUE FSKIX First American First American Large Cap Value Fund
Total Available Funds: 29
  • 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
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Retirement Real Estate 67% 3 60 0 1.09% 11.77%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Fund Instl 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend UMBWX UMB Scout UMB Scout International Fund 0% 3 60 0 0.95% 2.91%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2035 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Fund 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Fund 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Fund 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund 78% 3 60 0 0.63% 6.57%
Moderate Allocation AADBX American Beacon Balanced Fund 77% 3 60 0 1.03% 9.81%
ROOT CASH First American Prime Obligations Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Inter-Term Corporate Fund 99% 3 60 0 0.2% 4.04%
WORLD BOND TPINX Templeton Templeton Global Bond A 73% 3 60 0 0.96% 3.86%
SHORT GOVERNMENT STABLEVALUE US Bank Stable Asset Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Retirement Blue Chip Growth 100% 3 60 0 1.23% 0%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
SMALL BLEND RTRIX Royce Royce Total Return Instl 95% 3 60 0 1.95% 10.23%
LARGE BLEND PYODX Pioneer Fund Class Y Fund 86% 3 60 0 1.5% 3.05%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund Inst 83% 3 60 0 1.18% 0.85%
Mid-Cap Growth FISGX First American First American Mid Cap Growth Opp 72% 3 60 0 0.92% 0%
MID-CAP BLEND VSPIX Victory Special Value I 54% 3 60 0 1.15% 9.5%
Small Growth LSBYX Lord Abbett Lord Abbett Small Cap Blend Fund Y 0% 3 60 0 0.98% 0%
SMALL BLEND KSCIX Keeley Keeley Small Cap Value Fund 0% 3 60 0 1.1% 11.04%
LARGE VALUE FSKIX First American First American Large Cap Value Fund 0% 3 60 0 0.94% 0%
Average Expense Ratio: 0.96%
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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 -11.6% -8.1% 2.7% 2.4% 4.3% 3.6%

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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:UWBK)
The plan consists of 29 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income and Foreign Equity.


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