MyPlanIQ 401k Investor BOK FINANCIAL 401(k) PLAN

BOK FINANCIAL 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation ABALX American Balanced Fund
Target Date 2050+ MSRMX MAP 2050 Fund
Target Date 2036-2040 MSRYX MAP 2040 Fund
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Tr Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Small Growth PRNHX T Rowe Price New Horizons
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
SHORT GOVERNMENT STABLEVALUE SEI Funds Stable Asset Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation ABALX American Balanced Fund
Target Date 2050+ MSRMX MAP 2050 Fund
Target Date 2036-2040 MSRYX MAP 2040 Fund
Target Date 2026-2030 MRTIX MAP 2030 Fund
Target Date 2016-2020 MYRTX MAP 2020 Fund
Target Date 2000-2010 MYRIX Bank of Oklahoma N.A. Managed Allocation Portfolio (MAP) MAP 2010 Fund
ROOT CASH Cavanal Hill Funds Cash Management Fund
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Tr Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Small Growth PRNHX T Rowe Price New Horizons
MID-CAP BLEND FMDCX Mid-Cap Index
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH AGTHX Growth Fund of Amer
MID-CAP VALUE CMUAX Columbia Midcap Value Z Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
SHORT GOVERNMENT STABLEVALUE SEI Funds Stable Asset Fund
Total Available Funds: 16
  • 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
Others
Moderate Allocation ABALX American Balanced Fund 43% 3 60 0 0.31% 2.39%
Target Date 2050+ MSRMX MAP 2050 Fund 0% 3 60 0 0.12% 0%
Target Date 2036-2040 MSRYX MAP 2040 Fund 0% 3 60 0 0.12% 0%
Target Date 2026-2030 MRTIX MAP 2030 Fund 0% 3 60 0 0.12% 0%
Target Date 2016-2020 MYRTX MAP 2020 Fund 0% 3 60 0 0.12% 0%
Target Date 2000-2010 MYRIX Bank of Oklahoma N.A. Managed Allocation Portfolio (MAP) MAP 2010 Fund 0% 3 60 0 0.12% 0%
ROOT CASH Cavanal Hill Funds Cash Management Fund 0% 1 60 0 NA 4.14%
US EQUITY
SMALL BLEND NBGEX Neuberger & Berman Genesis Tr Fund 96% 3 60 0 0.84% 0%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
Small Growth PRNHX T Rowe Price New Horizons 79% 3 60 0 0.79% 0%
MID-CAP BLEND FMDCX Mid-Cap Index 79% 3 60 0 0.32% 11.71%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
LARGE GROWTH AGTHX Growth Fund of Amer 41% 3 60 0 0.3% 0%
MID-CAP VALUE CMUAX Columbia Midcap Value Z Fund 41% 3 60 0 1.13% 1.24%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE SEI Funds Stable Asset Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.4%
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Related Retirement Plans
BOK FINANCIAL 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 9.7% 29.4% 10.2% 12.2% 9.4% 10.6%

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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 for Portfolio Details or Follow 9.2% 30.7% 9.0% 10.1% 8.9% 11.4%

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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:BOKF)
The plan consists of 18 funds. It covers 2 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.
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