Investment Options
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
PTPPX
Principal International I Separate Account
87%
3
60
0
1.07%
2.54%
Others
Retirement Income
TRRIX
T. Rowe Price Retirement Income Fund
91%
3
60
0
0.34%
2.96%
Target Date 2050+
TRRMX
T. Rowe Price Retirement 2050 Fund
78%
3
60
0
0.63%
6.57%
Target Date 2000-2010
RRTAX
T. Rowe Price Retirement 2010 Fund
67%
3
60
0
0.99%
10.25%
Target Date 2036-2040
RRTDX
T. Rowe Price Retirement 2040 Fund
65%
3
60
0
0.6%
7.3%
Target Date 2026-2030
RRTCX
T. Rowe Price Retirement 2030 Fund
63%
3
60
0
1.08%
10.31%
Target Date 2016-2020
RRTBX
T. Rowe Price Retirement 2020 Fund
60%
3
60
0
0.78%
11.68%
US EQUITY
MID-CAP VALUE
PABVX
Principal Mid-Cap Value I Separate Account
79%
3
60
0
0.7%
6.39%
LARGE BLEND
PLFIX
Principal Large-Cap S&P 500 Index Separate Account
76%
3
60
0
0.52%
2.38%
LARGE VALUE
PPSRX
Principal Large-Cap Value III Separate Account
70%
3
60
0
0.7%
8.98%
SMALL BLEND
FSCTX
Fidelity Advisor Small-Cap T Fund
50%
3
60
0
2.15%
5.27%
LARGE VALUE
EHSTX
Eaton Vance Large-Cap Value A Fund
48%
3
60
0
1.27%
2.98%
LARGE BLEND
PIORX
Pioneer R Fund
30%
3
60
0
1.5%
2.42%
Mid-Cap Growth
TWVAX
American Century Vista Advisor Fund
0%
3
60
0
1.28%
0%
SMALL VALUE
PPKPX
Principal Small-Cap Value I Separate Account
0%
3
60
0
NA
0%
SMALL VALUE
PSVPX
Principal Small-Cap Value
0%
3
60
0
NA
0.18%
LARGE GROWTH
PPTPX
Principal Large-Cap Growth II Separate Account
0%
3
60
0
1.13%
0%
FIXED INCOME
ULTRASHORT BOND
PUSPX
Principal U.S. Property Separate AccountÂ
0%
3
60
0
NA
0%
Intermediate Government
PGSPX
Principal Government and High Quality Bond Separate Account
0%
3
60
0
0.7%
0%
Average Expense Ratio: 0.97%
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Model Portfolios
The plan consists of 20 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.
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