MyPlanIQ 401k Investor GREEN BANKSHARES, INC.401(K) PROFIT SHARING PLAN

GREEN BANKSHARES, INC.401(K) PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Capital World Growth and Income Fund
WORLD STOCK RNPFX New Perspective Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Others
Target Date 2050+ REITX American Funds 2050 Target Date Retirement Fund
Moderate Allocation RLBFX American Balanced Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Retirement Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond RBFFX Intermediate Bond Fund of America
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
LARGE GROWTH RGAFX The Growth Fund of America
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Capital World Growth and Income Fund
WORLD STOCK RNPFX New Perspective Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Others
Target Date 2050+ REITX American Funds 2050 Target Date Retirement Fund
Moderate Allocation RLBFX American Balanced Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Retirement Fund
Target Date 2031-2035 REFTX American Funds 2035 Target Date Retirement Fund
Target Date 2000-2010 REATX American Funds 2010 Target Date Retirement Fund
Target Date 2041-2045 REHTX American Funds 2045 Target Date Retirement Fund
Target Date 2026-2030 REETX American Funds 2030 Target Date Retirement Fund
Target Date 2011-2015 REJTX American Funds 2015 Target Date Retirement Fund
Target Date 2021-2025 REDTX American Funds 2025 Target Date Retirement Fund
Target Date 2016-2020 RECTX American Funds 2020 Target Date Retirement Fund
ROOT CASH American Funds Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Intermediate-Term Bond RBFFX Intermediate Bond Fund of America
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund
LARGE GROWTH RGAFX The Growth Fund of America
MID-CAP BLEND GTAVX AIM Advisors Mid Cap Core Equity Fund
Total Available Funds: 20
  • 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
WORLD STOCK RWIFX American Capital World Growth and Income Fund 92% 3 60 0 0.75% 3.62%
WORLD STOCK RNPFX New Perspective Fund 91% 3 60 0 1.47% 5.98%
Foreign Large Value TFEQX Templeton Foreign Fund 86% 3 60 0 0.97% 13.45%
Others
Target Date 2050+ REITX American Funds 2050 Target Date Retirement Fund 82% 3 60 0 0.73% 5.68%
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.86%
Target Date 2036-2040 REGTX American Funds 2040 Target Date Retirement Fund 76% 3 60 0 1.46% 2.99%
Target Date 2031-2035 REFTX American Funds 2035 Target Date Retirement Fund 74% 3 60 0 0.35% 3.06%
Target Date 2000-2010 REATX American Funds 2010 Target Date Retirement Fund 74% 3 60 0 0.28% 3.84%
Target Date 2041-2045 REHTX American Funds 2045 Target Date Retirement Fund 73% 3 60 0 0.72% 5.88%
Target Date 2026-2030 REETX American Funds 2030 Target Date Retirement Fund 73% 3 60 0 0.33% 3.09%
Target Date 2011-2015 REJTX American Funds 2015 Target Date Retirement Fund 72% 3 60 0 0.3% 3.86%
Target Date 2021-2025 REDTX American Funds 2025 Target Date Retirement Fund 71% 3 60 0 0.32% 6.86%
Target Date 2016-2020 RECTX American Funds 2020 Target Date Retirement Fund 70% 3 60 0 0.3% 3.6%
ROOT CASH American Funds Money Market Fund 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond RBFFX Intermediate Bond Fund of America 75% 3 60 0 0.33% 4.15%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Fund 93% 3 60 0 0.91% 10.25%
LARGE VALUE RWMFX American Funds Washington Mutual Investors Fund 84% 3 60 0 0.26% 6.92%
LARGE GROWTH RGAFX The Growth Fund of America 75% 3 60 0 0.63% 8.75%
MID-CAP BLEND GTAVX AIM Advisors Mid Cap Core Equity Fund 0% 3 60 0 0.87% 20.45%
Average Expense Ratio: 0.64%
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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 0.6% 12.4% 5.2% 10.1% 7.6% 9.4%

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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:GRNB)
The plan consists of 20 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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