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

Umpqua Bank 401(k) and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Value DFIPX Dimensional International Value Portfolio
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund
Natural Resources PSPFX U.S. Global Investors Global Resources Fund
ROOT CASH Charles Schwab Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE FEQIX VKM Equity Income Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE BLEND NYVTX Davis NY Venture A Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Foreign Large Value DFIPX Dimensional International Value Portfolio
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund
Natural Resources PSPFX U.S. Global Investors Global Resources Fund
ROOT CASH Charles Schwab Money Mkt Fund
ROOT CASH SSGA Inst Gov Money Mkt Fund
ROOT CASH Vanguard Money Mkt Prime Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
US EQUITY
LARGE VALUE FEQIX VKM Equity Income Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE BLEND NYVTX Davis NY Venture A Fund
LARGE VALUE MEIJX MFS Value Fund R5
LARGE GROWTH SWLSX Charles Schwab US Large Cap ETF
Mid-Cap Growth ACRNX Columbia Acorn Z Fund
Mid-Cap Growth RRMGX T Rowe Price Mid Cap Growth Fund
LARGE GROWTH AGTHX Growth Fund of Amer A Fund
US EQUITY SCHW Charles Schwab Value Adv
SMALL BLEND RLPRX Royce Low Priced Stock Fund
MID-CAP VALUE RMCVX Riversource Mid Cap Value Fund
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX Acadian Emerging Mkts Fund 88% 3 60 0 1.49% 6.03%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Foreign Large Value DFIPX Dimensional International Value Portfolio 0% 3 60 0 0.52% 0.16%
Others
Moderate Allocation VBINX Vanguard Balanced Index Fund 93% 3 60 0 0.07% 1.83%
Natural Resources PSPFX U.S. Global Investors Global Resources Fund 40% 3 60 0 1.6% 17.52%
ROOT CASH Charles Schwab Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH SSGA Inst Gov Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH Vanguard Money Mkt Prime Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE FEQIX VKM Equity Income Fund 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE BLEND NYVTX Davis NY Venture A Fund 92% 3 60 0 1.75% 8.07%
LARGE VALUE MEIJX MFS Value Fund R5 91% 3 60 0 0.8% 8.61%
LARGE GROWTH SWLSX Charles Schwab US Large Cap ETF 84% 3 60 0 0.99% 0%
Mid-Cap Growth ACRNX Columbia Acorn Z Fund 75% 3 60 0 1.83% 0%
Mid-Cap Growth RRMGX T Rowe Price Mid Cap Growth Fund 57% 3 60 0 1.29% 6.76%
LARGE GROWTH AGTHX Growth Fund of Amer A Fund 41% 3 60 0 0.3% 0%
US EQUITY SCHW Charles Schwab Value Adv 0% 3 60 0 NA 1.41%
SMALL BLEND RLPRX Royce Low Priced Stock Fund 0% 3 60 0 1.86% 6.33%
MID-CAP VALUE RMCVX Riversource Mid Cap Value Fund 0% 3 60 0 1.06% 8.99%
MID-CAP BLEND PESPX Dreyfus Mid Cap Index Fund 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.97%
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Related Retirement Plans
UMPQUA BANK 401(K) AND PROFIT SHARING PLAN
Model Portfolios

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*
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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:UMPQ)
The plan consists of 21 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.
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