MyPlanIQ 401k Investor NORTHFIELD BANK EMPLOYEE SAVINGS PLAN

NORTHFIELD BANK EMPLOYEE SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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NORTHFIELD BANK EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZAX Evergreen International Equity Fund A
Others
Retirement Income VTINX Sunrise rtmt Income Fund
Moderate Allocation DODBX Sunrise rtmt Balanced Fund
Conservative Allocation DIFGX Sunrise rtmt Diversified Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
SMALL BLEND NBGIX Neuberger Berman Genesis Fund
LARGE VALUE AADEX American Beacon Lg Cap Value Inv
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EKZAX Evergreen International Equity Fund A
Others
Retirement Income VTINX Sunrise rtmt Income Fund
Moderate Allocation DODBX Sunrise rtmt Balanced Fund
Conservative Allocation DIFGX Sunrise rtmt Diversified Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund
SMALL BLEND NBGIX Neuberger Berman Genesis Fund
LARGE VALUE AADEX American Beacon Lg Cap Value Inv
LARGE BLEND SVSPX State Street Global Advisor S P 500 Index Fund
LARGE BLEND VDEQX Sunrise rtmt Diversified Equity Fund
LARGE VALUE RSEDX Sunrise rtmt Diversified Equity with Income Fund 186 shares
Mid-Cap Growth KAUAX Federated Kaufmann Fund A
Mid-Cap Growth AGIRX Alger Midcap Growth Institutional Fund
Mid-Cap Growth ACDAX AIM Capital Development Fund A
Total Available Funds: 14
  • 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 EKZAX Evergreen International Equity Fund A 0% 3 60 0 NA 2.01%
Others
Retirement Income VTINX Sunrise rtmt Income Fund 97% 3 60 0 0.08% 5.11%
Moderate Allocation DODBX Sunrise rtmt Balanced Fund 92% 3 60 0 0.42% 8%
Conservative Allocation DIFGX Sunrise rtmt Diversified Income Fund 71% 3 60 0 0.89% 4.3%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 96% 3 60 0 0.83% 4.3%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock Fund 100% 3 60 0 0% 6.55%
SMALL BLEND NBGIX Neuberger Berman Genesis Fund 91% 3 60 0 1.34% 2.23%
LARGE VALUE AADEX American Beacon Lg Cap Value Inv 78% 3 60 0 0.94% 11.91%
LARGE BLEND SVSPX State Street Global Advisor S P 500 Index Fund 75% 3 60 0 0.16% 9.22%
LARGE BLEND VDEQX Sunrise rtmt Diversified Equity Fund 73% 3 60 0 0.35% 4.34%
LARGE VALUE RSEDX Sunrise rtmt Diversified Equity with Income Fund 186 shares 62% 3 60 0 0.72% 1.13%
Mid-Cap Growth KAUAX Federated Kaufmann Fund A 49% 3 60 0 2.51% 10.93%
Mid-Cap Growth AGIRX Alger Midcap Growth Institutional Fund 46% 3 60 0 1.88% 0%
Mid-Cap Growth ACDAX AIM Capital Development Fund A 0% 3 60 0 1.75% 38.7%
Average Expense Ratio: 0.91%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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:NFBK)
The plan consists of 17 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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