MyPlanIQ 401k Investor Peapack Gladstone Bank Employee Savings and Investment Plan

Peapack Gladstone Bank Employee Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
High Yield Bond GSHTX Goldman Sachs High Yield
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Class - A
Small Growth SBPYX Legg Mason Small Cap Growth
SMALL VALUE GSSIX Goldman Sachs Small-Cap Value
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
High Yield Bond GSHTX Goldman Sachs High Yield
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Class - A
Small Growth SBPYX Legg Mason Small Cap Growth
SMALL VALUE GSSIX Goldman Sachs Small-Cap Value
Mid-Cap Growth ALMRX Alger Mid-Cap Growth Institutional
LARGE BLEND PSIFX Dryden Stock Index Fund Class - Z
LARGE GROWTH RGAFX American Funds Growth Fund of America
MID-CAP VALUE GCMTX Goldman Sachs Mid-Cap Value
LARGE GROWTH RPEAX Davis Opportunity Fund Class - A
MID-CAP BLEND QVSCX Oppenheimer Small & Mid-Cap Value
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 RERFX American Funds Europacific Fund 94% 3 60 0 0.84% 1.86%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond GSHTX Goldman Sachs High Yield 82% 3 60 0 0.98% 5.98%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Class - A 92% 3 60 0 1.75% 8.07%
Small Growth SBPYX Legg Mason Small Cap Growth 91% 3 60 0 0.9% 0.39%
SMALL VALUE GSSIX Goldman Sachs Small-Cap Value 86% 3 60 0 1% 0.86%
Mid-Cap Growth ALMRX Alger Mid-Cap Growth Institutional 78% 3 60 0 1.91% 0%
LARGE BLEND PSIFX Dryden Stock Index Fund Class - Z 76% 3 60 0 0.19% 1.27%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
MID-CAP VALUE GCMTX Goldman Sachs Mid-Cap Value 67% 3 60 0 0.82% 4.25%
LARGE GROWTH RPEAX Davis Opportunity Fund Class - A 27% 3 60 0 0.69% 6.24%
MID-CAP BLEND QVSCX Oppenheimer Small & Mid-Cap Value 0% 3 60 0 1.16% 0.79%
Average Expense Ratio: 0.97%
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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 5.0% 15.2% 0.1% 5.0% 5.1% 6.9%

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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:PGC)
The plan consists of 12 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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