MyPlanIQ 401k Investor 401(k) Plan as Adopted by Westfield Bank

401(k) Plan as Adopted by Westfield Bank

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Principal Diversified International
Others
Target Date 2050+ PTEFX Principal Lifetime 2050
Target Date 2050+ LTFPX Principal Lifetime 2055
Target Date 2036-2040 PTDPX Principal Lifetime 2040
US EQUITY
Small Growth QUAYX Alliance ebernstein/CCI Small Cap Growth I
MID-CAP BLEND PMFPX Principal Middle Capital S P 400 Index
SMALL BLEND PSSPX Principal Small Capital S P 600 Index
FIXED INCOME
Intermediate-Term Bond PBMPX The Principal Financial Group Bond & Mortgage
Intermediate-Term Bond PTTCX Pacific Investment Management Company Total Return C Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Principal Diversified International
Others
Target Date 2050+ PTEFX Principal Lifetime 2050
Target Date 2050+ LTFPX Principal Lifetime 2055
Target Date 2036-2040 PTDPX Principal Lifetime 2040
Target Date 2026-2030 PTCPX Principal Lifetime 2030
Target Date 2016-2020 PTBPX Principal Lifetime 2020
Retirement Income PLSPX Principal Lifetime Str income
Target Date 2011-2015 LTPFX Principal Lifetime 2015
Target Date 2041-2045 LTRDX Principal Lifetime 2045
Target Date 2031-2035 LTPEX Principal Lifetime 2035
Target Date 2021-2025 LTPDX Principal Lifetime 2025
Target Date 2000-2010 PTAPX Principal Lifetime 2010
US EQUITY
Small Growth QUAYX Alliance ebernstein/CCI Small Cap Growth I
MID-CAP BLEND PMFPX Principal Middle Capital S P 400 Index
SMALL BLEND PSSPX Principal Small Capital S P 600 Index
LARGE BLEND PLFPX Principal Large Capital S P 500 Index
MID-CAP VALUE GCMTX Goldman Sachs Asset Management – Middle Capital Value 1
LARGE BLEND IMRAX UBS Global Asset Management Large Capital Value 1
LARGE GROWTH Columbus circle Columbus Circle Investors Large Company Growth
Mid-Cap Growth TMGEX Turner/Mellon/Jacobs Levy MDCP Growth II
LARGE BLEND PDPBX Principal Disciplined Large Capital Blend
SMALL VALUE PSVPX Principal Small Company Value
FIXED INCOME
Intermediate-Term Bond PBMPX The Principal Financial Group Bond & Mortgage
Intermediate-Term Bond PTTCX Pacific Investment Management Company Total Return C Fund
Total Available Funds: 24
  • 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 FDIVX Principal Diversified International 98% 3 60 0 0.65% 1.59%
Others
Target Date 2050+ PTEFX Principal Lifetime 2050 99% 3 60 0 1.04% 1.35%
Target Date 2050+ LTFPX Principal Lifetime 2055 95% 3 60 0 0.93% 7.19%
Target Date 2036-2040 PTDPX Principal Lifetime 2040 93% 3 60 0 1% 1.65%
Target Date 2026-2030 PTCPX Principal Lifetime 2030 91% 3 60 0 1.45% 2.1%
Target Date 2016-2020 PTBPX Principal Lifetime 2020 88% 3 60 0 0.91% 2.54%
Retirement Income PLSPX Principal Lifetime Str income 83% 3 60 0 1.4% 4.54%
Target Date 2011-2015 LTPFX Principal Lifetime 2015 80% 3 60 0 0.91% 7.13%
Target Date 2041-2045 LTRDX Principal Lifetime 2045 79% 3 60 0 0.66% 7.34%
Target Date 2031-2035 LTPEX Principal Lifetime 2035 79% 3 60 0 0.62% 6.35%
Target Date 2021-2025 LTPDX Principal Lifetime 2025 77% 3 60 0 0.81% 6.96%
Target Date 2000-2010 PTAPX Principal Lifetime 2010 0% 3 60 0 0.72% 7.25%
US EQUITY
Small Growth QUAYX Alliance ebernstein/CCI Small Cap Growth I 86% 3 60 0 1.15% 0%
MID-CAP BLEND PMFPX Principal Middle Capital S P 400 Index 79% 3 60 0 0.42% 1%
SMALL BLEND PSSPX Principal Small Capital S P 600 Index 77% 3 60 0 0.54% 9.35%
LARGE BLEND PLFPX Principal Large Capital S P 500 Index 72% 3 60 0 0.52% 2.12%
MID-CAP VALUE GCMTX Goldman Sachs Asset Management – Middle Capital Value 1 67% 3 60 0 0.82% 4.25%
LARGE BLEND IMRAX UBS Global Asset Management Large Capital Value 1 0% 3 60 0 1.25% 0.41%
LARGE GROWTH Columbus circle Columbus Circle Investors Large Company Growth 0% 3 60 0 NA NA
Mid-Cap Growth TMGEX Turner/Mellon/Jacobs Levy MDCP Growth II 0% 3 60 0 0.93% 0%
LARGE BLEND PDPBX Principal Disciplined Large Capital Blend 0% 3 60 0 NA 0%
SMALL VALUE PSVPX Principal Small Company Value 0% 3 60 0 NA 0.18%
FIXED INCOME
Intermediate-Term Bond PBMPX The Principal Financial Group Bond & Mortgage 74% 3 60 0 0.88% 3.01%
Intermediate-Term Bond PTTCX Pacific Investment Management Company Total Return C Fund 64% 3 60 0 0.8% 4.11%
Average Expense Ratio: 0.88%
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Related Retirement Plans
401(K) PLAN AS ADOPTED BY WESTFIELD BANK
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 0.6% 1.1% -3.2% 4.0% 3.0% 6.2%

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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:WFD)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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