MyPlanIQ 401k Investor Abington Bank 401(k) Plan

Abington Bank 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
WORLD STOCK RWIFX American Funds Cap World Gro Inc
Others
Conservative Allocation RCLEX Russell Conservative
Moderate Allocation RBLEX Russell Balanced
Conservative Allocation RMLEX Russell Moderate
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
US EQUITY
LARGE VALUE CVFYX Pioneer Cullen Value Fund
LARGE BLEND RICFX American Funds Inv Co America
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Z
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value
WORLD STOCK RWIFX American Funds Cap World Gro Inc
Others
Conservative Allocation RCLEX Russell Conservative
Moderate Allocation RBLEX Russell Balanced
Conservative Allocation RMLEX Russell Moderate
Moderate Allocation RALEX Russell Aggressive
ROOT RIMEX Rainier Large Cap Equity Fund
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund
US EQUITY
LARGE VALUE CVFYX Pioneer Cullen Value Fund
LARGE BLEND RICFX American Funds Inv Co America
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Z
SMALL VALUE FRVLX Franklin Small Cap Value Fund
LARGE GROWTH RGAEX American Funds Growth Fund R4
Mid-Cap Growth BARAX Baron Asset Fund
Small Growth IHSSX Hartford Small Company R4
LARGE BLEND RELEX Russell Equity Aggressive
Total Available Funds: 17
  • 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 TGVIX Thornburg International Value 94% 3 60 0 1.36% 0.4%
WORLD STOCK RWIFX American Funds Cap World Gro Inc 92% 3 60 0 0.75% 1.99%
Others
Conservative Allocation RCLEX Russell Conservative 0% 3 60 0 1.06% 2.52%
Moderate Allocation RBLEX Russell Balanced 0% 3 60 0 1.25% 1.81%
Conservative Allocation RMLEX Russell Moderate 0% 3 60 0 1.15% 1.71%
Moderate Allocation RALEX Russell Aggressive 0% 3 60 0 1.32% 1.64%
ROOT RIMEX Rainier Large Cap Equity Fund 0% 3 60 0 1.17% 0%
FIXED INCOME
Intermediate-Term Bond CINCX Calvert Income 76% 3 60 0 0.66% 4.5%
SHORT GOVERNMENT STABLEVALUE MetLife Stable Value Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE CVFYX Pioneer Cullen Value Fund 83% 3 60 0 0.45% 3.04%
LARGE BLEND RICFX American Funds Inv Co America 76% 3 60 0 0.58% 1.52%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund Z 76% 3 60 0 1.13% 1.47%
SMALL VALUE FRVLX Franklin Small Cap Value Fund 55% 3 60 0 1.73% 0.35%
LARGE GROWTH RGAEX American Funds Growth Fund R4 39% 3 60 0 0.3% 0%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
Small Growth IHSSX Hartford Small Company R4 25% 3 60 0 0.99% 0%
LARGE BLEND RELEX Russell Equity Aggressive 0% 3 60 0 1.36% 2.28%
Average Expense Ratio: 1.04%
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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 3.3% 3.2% 2.0% 5.2% 3.4% 6.0%

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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:ABBC)
The plan consists of 17 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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