MyPlanIQ 401k Investor EAST WEST BANK EMPLOYEES 401(k) SAVINGS PLAN

EAST WEST BANK EMPLOYEES 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Fund EuroPacific Growth 
Others
Moderate Allocation MSFJX MFS Total Return Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Bond Admin 
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 
Small Growth RVPIX Royce Value Plus Fund I
LARGE BLEND VFINX Vanguard Index Trust 500
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Fund EuroPacific Growth 
Others
Moderate Allocation MSFJX MFS Total Return Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Bond Admin 
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 
Small Growth RVPIX Royce Value Plus Fund I
LARGE BLEND VFINX Vanguard Index Trust 500
SMALL BLEND RTRRX Royce Total Return Fund 
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth 
LARGE VALUE RWMFX American Funds Washington Mutual Fund 
LARGE GROWTH RGAFX American Funds Growth Fund of America 
Mid-Cap Growth THIGX Thornburg Core Growth I
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value
LARGE BLEND NYVRX Davis Ny Venture Fund 
US EQUITY EWBC East West Bancorp, Inc.
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund 
LARGE GROWTH FRCGX Franklin Flex Cap Growth Fund 
Total Available Funds: 16
  • 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 Fund EuroPacific Growth  94% 3 60 0 0.84% 1.86%
Others
Moderate Allocation MSFJX MFS Total Return Fund 83% 3 60 0 0.39% 2.75%
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Bond Admin  66% 3 60 0 0.8% 4.94%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index  99% 3 60 0 0.03% 1.4%
Small Growth RVPIX Royce Value Plus Fund I 98% 3 60 0 1.24% 3.83%
LARGE BLEND VFINX Vanguard Index Trust 500 98% 3 60 0 0.14% 1.27%
SMALL BLEND RTRRX Royce Total Return Fund  92% 3 60 0 1.95% 8.74%
Mid-Cap Growth RPMGX T Rowe Price Mid Cap Growth  87% 3 60 0 1.29% 6.44%
LARGE VALUE RWMFX American Funds Washington Mutual Fund  84% 3 60 0 0.26% 3.64%
LARGE GROWTH RGAFX American Funds Growth Fund of America  75% 3 60 0 0.63% 0.75%
Mid-Cap Growth THIGX Thornburg Core Growth I 74% 3 60 0 1.36% 0%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value 67% 3 60 0 0.82% 4.25%
LARGE BLEND NYVRX Davis Ny Venture Fund  42% 3 60 0 1.75% 7.81%
US EQUITY EWBC East West Bancorp, Inc. 0% 3 60 0 NA 2.69%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Fund  0% 3 60 0 0.1% 1.26%
LARGE GROWTH FRCGX Franklin Flex Cap Growth Fund  0% 3 60 0 1.23% 0%
Average Expense Ratio: 0.86%
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Related Retirement Plans
EAST WEST BANK EMPLOYEES 401(K) SAVINGS PLAN
EAST WEST 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 3.9% 15.1% -0.1% 5.9% 5.2% 7.1%

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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:EWBC)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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