MyPlanIQ 401k Investor Provident Bank 401(k) and Profit Sharing Plan

Provident Bank 401(k) and Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities Pref Fund
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Investors Diversified Intl Fund
Others
Target Date 2050+ PTEFX Principal Investors Life Time 2050 Pref Fund
Target Date 2036-2040 PTDPX Principal Investors Life Time 2040 Pref Fund
Target Date 2026-2030 PTCPX Principal Investors Life Time 2030 Pref Fund
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Fixed Income 401a/k
Short-Term Bond RBOFX Capital Research American Funds Intm Bd Fund
US EQUITY
Small Growth RYVPX Royce Value Plus Service Fund
Mid-Cap Growth JMGRX Janus Adv Mid Cap Growth S Fund
Mid-Cap Growth JAENX Janus Enterprise S fund
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities Pref Fund
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Investors Diversified Intl Fund
Others
Target Date 2050+ PTEFX Principal Investors Life Time 2050 Pref Fund
Target Date 2036-2040 PTDPX Principal Investors Life Time 2040 Pref Fund
Target Date 2026-2030 PTCPX Principal Investors Life Time 2030 Pref Fund
Target Date 2016-2020 PTBPX Principal Investors Life Time 2020 Pref Fund
Retirement Income PLSPX Principal Investors Life Time Str Inc Pref Fund
ROOT CASH Cash or Cash Equivalents
Target Date 2000-2010 PTAPX Principal Investors Life Time 2010 Pref Fund
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Fixed Income 401a/k
Short-Term Bond RBOFX Capital Research American Funds Intm Bd Fund
US EQUITY
Small Growth RYVPX Royce Value Plus Service Fund
Mid-Cap Growth JMGRX Janus Adv Mid Cap Growth S Fund
Mid-Cap Growth JAENX Janus Enterprise S fund
MID-CAP VALUE GSMCX Principal Investors Ptr Midcap Value I
MID-CAP BLEND PMFPX Principal Investors S&P 400 Index Fund
LARGE VALUE AADEX American Beacon Large Cap Fund
SMALL BLEND PSSPX Principal Investors S&P 600 Index Fund
LARGE BLEND PLFPX Principal Investors S&P 500 Index Fund
LARGE BLEND NYVRX Davis NY Venture Fund
LARGE GROWTH AGTHX American Funds Growth Fund of America
US EQUITY PBNY Provident New York Bancorp
SMALL VALUE PSVPX Principal Investors Small Cap Value Fund
Total Available Funds: 23
  • 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
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities Pref Fund 77% 3 60 0 1.99% 2.81%
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Investors Diversified Intl Fund 89% 3 60 0 0.78% 2.67%
Others
Target Date 2050+ PTEFX Principal Investors Life Time 2050 Pref Fund 99% 3 60 0 1.04% 4.52%
Target Date 2036-2040 PTDPX Principal Investors Life Time 2040 Pref Fund 93% 3 60 0 1% 4.45%
Target Date 2026-2030 PTCPX Principal Investors Life Time 2030 Pref Fund 91% 3 60 0 1.45% 4.19%
Target Date 2016-2020 PTBPX Principal Investors Life Time 2020 Pref Fund 88% 3 60 0 0.91% 4.96%
Retirement Income PLSPX Principal Investors Life Time Str Inc Pref Fund 83% 3 60 0 1.4% 2.47%
ROOT CASH Cash or Cash Equivalents 0% 1 60 0 NA 2.67%
Target Date 2000-2010 PTAPX Principal Investors Life Time 2010 Pref Fund 0% 3 60 0 0.72% 6.78%
FIXED INCOME
Intermediate-Term Bond PIOIX Principal Life Insurance Fixed Income 401a/k 85% 3 60 0 0.64% 3.3%
Short-Term Bond RBOFX Capital Research American Funds Intm Bd Fund 84% 3 60 0 0.29% 3.94%
US EQUITY
Small Growth RYVPX Royce Value Plus Service Fund 97% 3 60 0 1.24% 0%
Mid-Cap Growth JMGRX Janus Adv Mid Cap Growth S Fund 93% 3 60 0 1.14% 7.72%
Mid-Cap Growth JAENX Janus Enterprise S fund 92% 3 60 0 1.14% 7.86%
MID-CAP VALUE GSMCX Principal Investors Ptr Midcap Value I 83% 3 60 0 1.18% 5.28%
MID-CAP BLEND PMFPX Principal Investors S&P 400 Index Fund 79% 3 60 0 0.42% 3.71%
LARGE VALUE AADEX American Beacon Large Cap Fund 78% 3 60 0 0.94% 5.74%
SMALL BLEND PSSPX Principal Investors S&P 600 Index Fund 77% 3 60 0 0.54% 4.49%
LARGE BLEND PLFPX Principal Investors S&P 500 Index Fund 72% 3 60 0 0.52% 4.26%
LARGE BLEND NYVRX Davis NY Venture Fund 42% 3 60 0 1.75% 8.63%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 3 60 0 0.3% 8.43%
US EQUITY PBNY Provident New York Bancorp 0% 3 60 0 NA 3.29%
SMALL VALUE PSVPX Principal Investors Small Cap Value Fund 0% 3 60 0 NA 0.18%
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 3.5% 13.3% 0.5% 4.8% 5.1% 7.6%

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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:PFS)
The plan consists of 23 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and REITs.


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