MyPlanIQ 401k Investor PRIVATEBANCORP, INC. SAVINGS, RETIREMENT AND EMPLOYEE STOCK OWNERSHIP PLAN

PRIVATEBANCORP, INC. SAVINGS, RETIREMENT AND EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Mkts Y Fund
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Dimensional Fund DFA Intl Small Cap Value
Foreign Large Blend PINIX Principal Ptr International
Others
Target Date 2050+ PPLIX Principal LifeTm 2050
Target Date 2036-2040 PTDIX Principal LifeTm 2040
Target Date 2026-2030 PMTIX Principal LifeTm 2030
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Mkts Y Fund
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Dimensional Fund DFA Intl Small Cap Value
Foreign Large Blend PINIX Principal Ptr International
Others
Target Date 2050+ PPLIX Principal LifeTm 2050
Target Date 2036-2040 PTDIX Principal LifeTm 2040
Target Date 2026-2030 PMTIX Principal LifeTm 2030
Target Date 2016-2020 PLWIX Principal LifeTm 2020
Retirement Income PLSIX Principal LifeTm Str income
Moderate Allocation RLBFX American Funds American Balanced Fund R5
Target Date 2000-2010 PTTIX Principal LifeTm 2010
ROOT CASH Principal Money Mkt Sep Acct
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv Fund
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund
Small Growth BUFSX Buffalo Small Cap Fund
SMALL VALUE JSIVX Perkins Small Cap Value I Fund
MID-CAP BLEND MPSIX Principal Mid Cap S P 400 Index
MID-CAP VALUE PVMIX Principal Mid Cap Value
SMALL BLEND PSSIX Principal Sm Cap S P 600 Index
LARGE BLEND PLFIX Principal Lg Cap Stk Idx
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
Mid-Cap Growth ACRNX Columbia Acorn Z Fund
SMALL VALUE PVSIX Principal Sm Cap Value
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Mkts Y Fund 0% 3 60 0 1.4% 0%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Secs 81% 3 60 0 1.99% 2.12%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX Dimensional Fund DFA Intl Small Cap Value 100% 3 60 0 0.43% 5.34%
Foreign Large Blend PINIX Principal Ptr International 89% 3 60 0 1.07% 12%
Others
Target Date 2050+ PPLIX Principal LifeTm 2050 100% 3 60 0 1.04% 1.55%
Target Date 2036-2040 PTDIX Principal LifeTm 2040 94% 3 60 0 1% 1.93%
Target Date 2026-2030 PMTIX Principal LifeTm 2030 93% 3 60 0 1.45% 2.58%
Target Date 2016-2020 PLWIX Principal LifeTm 2020 90% 3 60 0 0.91% 7.17%
Retirement Income PLSIX Principal LifeTm Str income 84% 3 60 0 1.4% 4.64%
Moderate Allocation RLBFX American Funds American Balanced Fund R5 78% 3 60 0 0.31% 1.94%
Target Date 2000-2010 PTTIX Principal LifeTm 2010 0% 3 60 0 0.72% 7.1%
ROOT CASH Principal Money Mkt Sep Acct 0% 1 60 0 NA 2.61%
FIXED INCOME
Short-Term Bond VBISX Vanguard ST Bond Index Inv Fund 100% 3 60 0 0.07% 3.3%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Instl Fund 96% 3 60 0 0.83% 4.3%
US EQUITY
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 7.45%
Small Growth BUFSX Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
SMALL VALUE JSIVX Perkins Small Cap Value I Fund 92% 3 60 0 1.36% 1.38%
MID-CAP BLEND MPSIX Principal Mid Cap S P 400 Index 82% 3 60 0 0.42% 1.36%
MID-CAP VALUE PVMIX Principal Mid Cap Value 80% 3 60 0 0.7% 1.42%
SMALL BLEND PSSIX Principal Sm Cap S P 600 Index 77% 3 60 0 0.54% 9.18%
LARGE BLEND PLFIX Principal Lg Cap Stk Idx 76% 3 60 0 0.52% 2.85%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 9.19%
Mid-Cap Growth ACRNX Columbia Acorn Z Fund 75% 3 60 0 1.83% 0%
SMALL VALUE PVSIX Principal Sm Cap Value 0% 3 60 0 NA 0%
Average Expense Ratio: 0.92%
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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 13.2% 14.7% 5.5% 6.3% 4.4% 8.0%

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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

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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 0.5% 2.3% -0.1% 6.3% 8.1% 7.7%

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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:PVTB)
The plan consists of 25 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Emerging Market Equity and Fixed Income.
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