MyPlanIQ 401k Investor FIRST STATE BANCORPORATION EMPLOYEE SAVINGS PLAN

FIRST STATE BANCORPORATION EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Value Fund Class I
WORLD STOCK OPGIX Oppenheimer Global Fund A
Foreign Large Growth OIGAX Oppenheimer International Growth Fund A
Others
ROOT CASH Nationwide Money Mkt Fund Money market fund
US EQUITY
MID-CAP BLEND NBREX Neuberger Berman Social Responsibility Tr
LARGE VALUE ACGIX VanKampen G/I Fund A
LARGE BLEND MSIGX Oppenheimer Main Street Small Cap Fund A
FIXED INCOME
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund A
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Value Fund Class I
WORLD STOCK OPGIX Oppenheimer Global Fund A
Foreign Large Growth OIGAX Oppenheimer International Growth Fund A
Others
ROOT CASH Nationwide Money Mkt Fund Money market fund
US EQUITY
MID-CAP BLEND NBREX Neuberger Berman Social Responsibility Tr
LARGE VALUE ACGIX VanKampen G/I Fund A
LARGE BLEND MSIGX Oppenheimer Main Street Small Cap Fund A
LARGE BLEND GRMIX Nationwide S P 500 Index Fund
Mid-Cap Growth MMSRX Prudential Jennison Midcap Growth A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
FIXED INCOME
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund A
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A
Total Available Funds: 12
  • 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 TGVIX Thornburg Value Fund Class I 94% 3 60 0 1.36% 0.4%
WORLD STOCK OPGIX Oppenheimer Global Fund A 66% 3 60 0 1.11% 0%
Foreign Large Growth OIGAX Oppenheimer International Growth Fund A 61% 3 60 0 0.76% 0%
Others
ROOT CASH Nationwide Money Mkt Fund Money market fund 0% 1 60 0 NA 4.14%
US EQUITY
MID-CAP BLEND NBREX Neuberger Berman Social Responsibility Tr 97% 3 60 0 1.5% 0.36%
LARGE VALUE ACGIX VanKampen G/I Fund A 55% 3 60 0 0.53% 1.34%
LARGE BLEND MSIGX Oppenheimer Main Street Small Cap Fund A 41% 3 60 0 0.49% 0%
LARGE BLEND GRMIX Nationwide S P 500 Index Fund 38% 3 60 0 0.59% 1.66%
Mid-Cap Growth MMSRX Prudential Jennison Midcap Growth A 38% 3 60 0 1.57% 9.14%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0%
FIXED INCOME
SHORT GOVERNMENT GSTGX Goldman Sachs Short Duration Government Fund A 94% 3 60 0 0.47% 2.86%
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund A 65% 3 60 0 1.1% 3.19%
Average Expense Ratio: 0.89%
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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 3.7% 10.6% 0.5% 5.1% 5.0% 7.3%

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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:FSNM)
The plan consists of 12 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.


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