MyPlanIQ 401k Investor UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN

UNITED SECURITY BANK 401(k) CASH or DEFERRED STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS REMEX Russell Emerging Mkts E Fund
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RIFEX Russell International Developed Mkts E Fund
Others
ROOT CASH Principal Financial Group Money Mkt R5 Fund
US EQUITY
LARGE BLEND PLFPX Principal Large Cap S P 500 Index R5 Fund
SMALL BLEND REBEX Russell US Small Mid Cap E Fund
LARGE BLEND REQEX Russell US Quantitative Equity E Fund
FIXED INCOME
Intermediate-Term Bond PHIPX Principal High Quality interm-Term Bond R5 Fund
Intermediate-Term Bond PCBEX Principal Core Plus Bond I R5 Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS REMEX Russell Emerging Mkts E Fund
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5 Fund
INTERNATIONAL EQUITY
Foreign Large Blend RIFEX Russell International Developed Mkts E Fund
Others
ROOT CASH Principal Financial Group Money Mkt R5 Fund
US EQUITY
LARGE BLEND PLFPX Principal Large Cap S P 500 Index R5 Fund
SMALL BLEND REBEX Russell US Small Mid Cap E Fund
LARGE BLEND REQEX Russell US Quantitative Equity E Fund
LARGE BLEND REAEX Russell US Core Equity E Fund
FIXED INCOME
Intermediate-Term Bond PHIPX Principal High Quality interm-Term Bond R5 Fund
Intermediate-Term Bond PCBEX Principal Core Plus Bond I R5 Fund
Total Available Funds: 10
  • 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 REMEX Russell Emerging Mkts E Fund 0% 3 60 0 1.6% 1.92%
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5 Fund 77% 3 60 0 1.99% 3.49%
INTERNATIONAL EQUITY
Foreign Large Blend RIFEX Russell International Developed Mkts E Fund 0% 3 60 0 1.22% 2.95%
Others
ROOT CASH Principal Financial Group Money Mkt R5 Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND PLFPX Principal Large Cap S P 500 Index R5 Fund 72% 3 60 0 0.52% 2.12%
SMALL BLEND REBEX Russell US Small Mid Cap E Fund 0% 3 60 0 1.41% 0.47%
LARGE BLEND REQEX Russell US Quantitative Equity E Fund 0% 3 60 0 1.44% 0.56%
LARGE BLEND REAEX Russell US Core Equity E Fund 0% 3 60 0 1.06% 1.66%
FIXED INCOME
Intermediate-Term Bond PHIPX Principal High Quality interm-Term Bond R5 Fund 0% 3 60 0 NA 0%
Intermediate-Term Bond PCBEX Principal Core Plus Bond I R5 Fund 0% 3 60 0 0.82% 0%
Average Expense Ratio: 1.26%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
UNITED SECURITY BANK CASH OR DEFERRED STOCK OWNERSHIP PLAN
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 -5.9% -0.5% 0.6% 3.3% 4.7% 4.5%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:USBI)
The plan consists of 10 funds. It covers 5 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Emerging Market Equity and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.