MyPlanIQ 401k Investor PGT SAVINGS PLAN

PGT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund,
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund,
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
LARGE VALUE AAGPX American Beacon Large Cap Value
Small Growth BUFSX Buffalo Small Cap Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund,
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund,
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund,
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 Fund,
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 Fund,
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 Fund,
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund,
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 Fund,
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 Fund,
Target Date 2050+ TRRNX T Rowe Price rtmt 2055 Fund,
Retirement Income TRRIX T Rowe Price rtmt Income Fund,
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund,
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional
US EQUITY
LARGE VALUE TWEIX American Century Equity Income
LARGE VALUE AAGPX American Beacon Large Cap Value
Small Growth BUFSX Buffalo Small Cap Fund
LARGE GROWTH HCAIX Harbor Capital app Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund,
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund
MID-CAP BLEND GTAVX AIM Mid-Cap Core Equity
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
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 Fund, 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 Fund, 100% 3 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 Fund, 100% 3 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 Fund, 100% 3 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 Fund, 100% 3 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 Fund, 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 Fund, 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 Fund, 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 Fund, 96% 3 60 0 1.12% 6.6%
Target Date 2050+ TRRNX T Rowe Price rtmt 2055 Fund, 93% 3 60 0 1.14% 5.91%
Retirement Income TRRIX T Rowe Price rtmt Income Fund, 91% 3 60 0 0.34% 2.96%
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 Fund, 78% 3 60 0 0.63% 6.57%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE TWEIX American Century Equity Income 100% 3 60 0 1.18% 2.37%
LARGE VALUE AAGPX American Beacon Large Cap Value 98% 3 60 0 0.94% 1.57%
Small Growth BUFSX Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
LARGE GROWTH HCAIX Harbor Capital app Fund 46% 3 60 0 0.67% 0%
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund, 0% 3 60 0 1.28% 0%
LARGE BLEND VIFSX Vanguard 500 Index Signal Fund 0% 3 60 0 0.05% 2.03%
MID-CAP BLEND GTAVX AIM Mid-Cap Core Equity 0% 3 60 0 0.87% 1.05%
Average Expense Ratio: 0.83%
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Related Retirement Plans
PGT SAVINGS 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 1.3% 11.5% 3.6% 10.1% 6.7% 8.3%

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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:PGT)
The plan consists of 21 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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