MyPlanIQ 401k Investor FIRST SECURITY GROUP, INC. 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN

FIRST SECURITY GROUP, INC. 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Adviser International Growth
Foreign Large Growth JAOSX Janus Overseas Fund S
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
Moderate Allocation FSTBX Federated Stock Bond Fund Inc. A
FIXED INCOME
Intermediate-Term Bond FTRFX Federated Total Return Bond Instl Svc
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL VALUE FVFRX Franklin Small Cap Value Fund R
LARGE VALUE RRFDX T. Rowe Price Retirement Equity Income Fund R
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth JIGFX Janus Adviser International Growth
Foreign Large Growth JAOSX Janus Overseas Fund S
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV
Moderate Allocation FSTBX Federated Stock Bond Fund Inc. A
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV
Moderate Allocation QABGX Federated MDT Balanced Fund A Sale of Investment
FIXED INCOME
Intermediate-Term Bond FTRFX Federated Total Return Bond Instl Svc
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL VALUE FVFRX Franklin Small Cap Value Fund R
LARGE VALUE RRFDX T. Rowe Price Retirement Equity Income Fund R
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value Service
Mid-Cap Growth FGSAX Federated Mid Cap Growth Strategies Fund
Small Growth BSCFX Baron Small Cap Fund
LARGE BLEND FMXSX Federated Max Cap Index Fund SS
LARGE BLEND PRGIX T. Rowe Price Int’l Growth & Income R
LARGE BLEND CPAIX Federated Capital Preservation Fund
Total Available Funds: 17
  • 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 Growth JIGFX Janus Adviser International Growth 97% 3 60 0 2.06% 3.04%
Foreign Large Growth JAOSX Janus Overseas Fund S 95% 3 60 0 2.06% 2.7%
Others
Target Date 2000-2010 PARAX T. Rowe Price Retirement 2010 ADV 69% 3 60 0 0.99% 10.4%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 ADV 67% 3 60 0 1.08% 10.35%
Moderate Allocation FSTBX Federated Stock Bond Fund Inc. A 66% 3 60 0 1.96% 1.6%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 ADV 62% 3 60 0 0.78% 11.7%
Moderate Allocation QABGX Federated MDT Balanced Fund A Sale of Investment 34% 3 60 0 1.05% 0%
FIXED INCOME
Intermediate-Term Bond FTRFX Federated Total Return Bond Instl Svc 61% 3 60 0 0.38% 3.02%
US EQUITY
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
SMALL VALUE FVFRX Franklin Small Cap Value Fund R 52% 3 60 0 1.42% 0.14%
LARGE VALUE RRFDX T. Rowe Price Retirement Equity Income Fund R 50% 3 60 0 1.23% 5.76%
MID-CAP VALUE GSMSX Goldman Sachs Mid Cap Value Service 46% 3 60 0 0.82% 4.24%
Mid-Cap Growth FGSAX Federated Mid Cap Growth Strategies Fund 43% 3 60 0 0.85% 0%
Small Growth BSCFX Baron Small Cap Fund 40% 3 60 0 1.31% 3.11%
LARGE BLEND FMXSX Federated Max Cap Index Fund SS 35% 3 60 0 0.37% 23.75%
LARGE BLEND PRGIX T. Rowe Price Int’l Growth & Income R 0% 3 60 0 0.64% 0%
LARGE BLEND CPAIX Federated Capital Preservation Fund 0% 3 60 0 0.99% 0%
Average Expense Ratio: 1.1%
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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 4.5% 11.2% 2.7% 7.2% 4.6% 6.5%

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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:FSGI)
The plan consists of 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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