MyPlanIQ 401k Investor PREMIERWEST BANCORP 401K PROFIT SHARING PLAN

PREMIERWEST BANCORP 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Diversified Intl Sep Acct-R4
Others
Target Date 2050+ PTESX Principal LifeTime 2050 Sep Acct-R4
Target Date 2050+ LTFLX Principal LifeTime 2055 Sep Acct-R4
Target Date 2036-2040 PTDSX Principal LifeTime 2040 Sep Acct-R4
US EQUITY
MID-CAP BLEND PMBSX Principal MidCap Blend Sep. Acct-R4
Small Growth PPNSX Principal SmallCap Growth I Sep Acct-R4
Small Growth PPNSX Principal Intl SmallCap Sep Acct-R4
FIXED INCOME
Multisector Bond OPSIX Prin LifeTime Strat Income Sep Acct-R4
ULTRASHORT BOND PUSSX Principal U.S. Property Sep Acct-R4
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Diversified Intl Sep Acct-R4
Others
Target Date 2050+ PTESX Principal LifeTime 2050 Sep Acct-R4
Target Date 2050+ LTFLX Principal LifeTime 2055 Sep Acct-R4
Target Date 2036-2040 PTDSX Principal LifeTime 2040 Sep Acct-R4
Target Date 2016-2020 PTBSX Principal LifeTime 2020 Sep Acct-R4
Target Date 2011-2015 LTSLX Principal LifeTime 2015 Sep Acct-R4
Target Date 2021-2025 LTEEX Principal LifeTime 2025 Sep Acct-R4
Target Date 2031-2035 LTSEX Principal LifeTime 2035 Sep Acct-R4
Target Date 2041-2045 LTRLX Principal LifeTime 2045 Sep Acct-R4
Target Date 2000-2010 PTASX Principal LifeTime 2010 Sep Acct-R4
Target Date 2026-2030 PTCPX Principal LifeTime 2030 Sep Acct-R4
US EQUITY
MID-CAP BLEND PMBSX Principal MidCap Blend Sep. Acct-R4
Small Growth PPNSX Principal SmallCap Growth I Sep Acct-R4
Small Growth PPNSX Principal Intl SmallCap Sep Acct-R4
MID-CAP VALUE PABWX Principal MidCap Value I Sep Acct-R4
SMALL BLEND PSSSX Prin SmCap S&P 600 Index Sep Acct-R4
SMALL VALUE PSTWX Principal SmallCap Value II Sep Acct-R4
FIXED INCOME
Multisector Bond OPSIX Prin LifeTime Strat Income Sep Acct-R4
ULTRASHORT BOND PUSSX Principal U.S. Property Sep Acct-R4
Total Available Funds: 19
  • 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 PINLX Principal Diversified Intl Sep Acct-R4 87% 3 60 0 0.78% 0.53%
Others
Target Date 2050+ PTESX Principal LifeTime 2050 Sep Acct-R4 98% 3 60 0 1.04% 0.35%
Target Date 2050+ LTFLX Principal LifeTime 2055 Sep Acct-R4 97% 3 60 0 0.93% 4%
Target Date 2036-2040 PTDSX Principal LifeTime 2040 Sep Acct-R4 89% 3 60 0 1% 0.77%
Target Date 2016-2020 PTBSX Principal LifeTime 2020 Sep Acct-R4 84% 3 60 0 0.79% 1.95%
Target Date 2011-2015 LTSLX Principal LifeTime 2015 Sep Acct-R4 78% 3 60 0 0.91% 2.24%
Target Date 2021-2025 LTEEX Principal LifeTime 2025 Sep Acct-R4 78% 3 60 0 0.81% 1.65%
Target Date 2031-2035 LTSEX Principal LifeTime 2035 Sep Acct-R4 78% 3 60 0 0.62% 1.09%
Target Date 2041-2045 LTRLX Principal LifeTime 2045 Sep Acct-R4 77% 3 60 0 0.66% 0.52%
Target Date 2000-2010 PTASX Principal LifeTime 2010 Sep Acct-R4 0% 3 60 0 0.72% 6.58%
Target Date 2026-2030 PTCPX Principal LifeTime 2030 Sep Acct-R4 0% 3 60 0 1.45% 2.37%
US EQUITY
MID-CAP BLEND PMBSX Principal MidCap Blend Sep. Acct-R4 88% 3 60 0 0.94% 0%
Small Growth PPNSX Principal SmallCap Growth I Sep Acct-R4 83% 3 60 0 1.42% 0%
Small Growth PPNSX Principal Intl SmallCap Sep Acct-R4 83% 3 60 0 1.42% 0%
MID-CAP VALUE PABWX Principal MidCap Value I Sep Acct-R4 78% 3 60 0 0.7% 0%
SMALL BLEND PSSSX Prin SmCap S&P 600 Index Sep Acct-R4 76% 3 60 0 0.54% 0.16%
SMALL VALUE PSTWX Principal SmallCap Value II Sep Acct-R4 72% 3 60 0 1.31% 0.41%
FIXED INCOME
Multisector Bond OPSIX Prin LifeTime Strat Income Sep Acct-R4 54% 3 60 0 0.86% 5.05%
ULTRASHORT BOND PUSSX Principal U.S. Property Sep Acct-R4 0% 3 60 0 NA 0%
Average Expense Ratio: 0.91%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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:PRWT)
The plan consists of 19 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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