MyPlanIQ 401k Investor BankFinancial and Subsidiaries Associate Investment Plan

BankFinancial and Subsidiaries Associate Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Global Investors Diversified International R4 Fund
Others
Target Date 2050+ PTESX Principal Global Investors Principal LifeTime 2050 R4 Fund
Target Date 2026-2030 PTCSX Principal Global Investors Principal LifeTime 2030 R4 Fund
Target Date 2036-2040 PTDSX Principal Global Investors Principal LifeTime 2040 R4 Fund
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I R4 Fund
MID-CAP BLEND PMFSX Principal Global Investors MidCap S P 400 Index R4 Fund
SMALL BLEND PSSSX Principal Global Investors SmallCap S P 600 Index R4 Fund
FIXED INCOME
Intermediate Government PMRDX Principal Global Investors Bond Mortgage Secs R4 Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PINLX Principal Global Investors Diversified International R4 Fund
Others
Target Date 2050+ PTESX Principal Global Investors Principal LifeTime 2050 R4 Fund
Target Date 2026-2030 PTCSX Principal Global Investors Principal LifeTime 2030 R4 Fund
Target Date 2036-2040 PTDSX Principal Global Investors Principal LifeTime 2040 R4 Fund
Target Date 2016-2020 PTBSX Principal Global Investors Principal LifeTime 2020 R4 Fund
Retirement Income PLSSX Principal Global Investors Principal LifeTime Strategy Income R4 Fund
Target Date 2000-2010 PTASX Principal Global Investors Principal LifeTime 2010 R4 Fund
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I R4 Fund
MID-CAP BLEND PMFSX Principal Global Investors MidCap S P 400 Index R4 Fund
SMALL BLEND PSSSX Principal Global Investors SmallCap S P 600 Index R4 Fund
LARGE BLEND PLFSX Principal Global Investors LargeCap S P 500 Index R4 Fund
LARGE GROWTH ABPRX AllianceBernstein LargeCap Value III R4 Fund
SMALL BLEND NEFJX Dimensional/Vaughan Nelson SmallCap Value II R4 Fund
Small Growth MBRSX UBS/Emerald/Essex SmallCap Growth II R4 Fund
Mid-Cap Growth TMGFX Turner Investment Partners MidCap Growth III R4 Fund
FIXED INCOME
Intermediate Government PMRDX Principal Global Investors Bond Mortgage Secs R4 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 PINLX Principal Global Investors Diversified International R4 Fund 87% 3 60 0 0.78% 0.59%
Others
Target Date 2050+ PTESX Principal Global Investors Principal LifeTime 2050 R4 Fund 98% 3 60 0 1.04% 1.27%
Target Date 2026-2030 PTCSX Principal Global Investors Principal LifeTime 2030 R4 Fund 90% 3 60 0 1.45% 1.89%
Target Date 2036-2040 PTDSX Principal Global Investors Principal LifeTime 2040 R4 Fund 90% 3 60 0 1% 1.57%
Target Date 2016-2020 PTBSX Principal Global Investors Principal LifeTime 2020 R4 Fund 84% 3 60 0 0.79% 8.51%
Retirement Income PLSSX Principal Global Investors Principal LifeTime Strategy Income R4 Fund 82% 3 60 0 1.4% 4.41%
Target Date 2000-2010 PTASX Principal Global Investors Principal LifeTime 2010 R4 Fund 0% 3 60 0 0.72% 7.03%
US EQUITY
MID-CAP VALUE GSMCX Goldman Sachs/LA Capital Mgmt MidCap Value I R4 Fund 82% 3 60 0 1.18% 0.85%
MID-CAP BLEND PMFSX Principal Global Investors MidCap S P 400 Index R4 Fund 78% 3 60 0 0.16% 6%
SMALL BLEND PSSSX Principal Global Investors SmallCap S P 600 Index R4 Fund 77% 3 60 0 0.54% 9.31%
LARGE BLEND PLFSX Principal Global Investors LargeCap S P 500 Index R4 Fund 71% 3 60 0 0.52% 2.04%
LARGE GROWTH ABPRX AllianceBernstein LargeCap Value III R4 Fund 59% 3 60 0 0.95% 1.92%
SMALL BLEND NEFJX Dimensional/Vaughan Nelson SmallCap Value II R4 Fund 53% 3 60 0 1% 2.86%
Small Growth MBRSX UBS/Emerald/Essex SmallCap Growth II R4 Fund 0% 3 60 0 1.46% 0%
Mid-Cap Growth TMGFX Turner Investment Partners MidCap Growth III R4 Fund 0% 3 60 0 1.18% 0%
FIXED INCOME
Intermediate Government PMRDX Principal Global Investors Bond Mortgage Secs R4 Fund 63% 3 60 0 0.53% 2.41%
Average Expense Ratio: 0.92%
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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 3.9% 12.1% -0.5% 4.7% 4.4% 6.5%

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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:-)
The plan consists of 17 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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