MyPlanIQ 401k Investor POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN

POPULAR, INC. U.S.A 401(K) SAVINGS AND INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal US Property
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
Others
Target Date 2050+ PPLIX Principal Lifetime 2050
Target Date 2036-2040 PTDIX Principal Lifetime 2040
Target Date 2026-2030 PMTIX Principal Lifetime 2030
US EQUITY
Small Growth FCIGX Fidelity Adv Small CAP Fund    
LARGE BLEND PLFIX Principal Large Cap Stock Index
LARGE GROWTH RGAFX Capital R and M AM FDS Growth Fund    
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return ADM Fund,        
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal US Property
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International
Others
Target Date 2050+ PPLIX Principal Lifetime 2050
Target Date 2036-2040 PTDIX Principal Lifetime 2040
Target Date 2026-2030 PMTIX Principal Lifetime 2030
Target Date 2016-2020 PLWIX Principal Lifetime 2020
Retirement Income PLSIX Principal Lifetime STR INC
Target Date 2000-2010 PTTIX Principal Lifetime 2010
US EQUITY
Small Growth FCIGX Fidelity Adv Small CAP Fund    
LARGE BLEND PLFIX Principal Large Cap Stock Index
LARGE GROWTH RGAFX Capital R and M AM FDS Growth Fund    
LARGE VALUE MVRRX MFS Value R2 Fund   
MID-CAP VALUE CMVRX Columbia Mid Cap Value R Fund
SMALL VALUE PVSIX Principal Small Cap Value
Mid-Cap Growth MMSRX Munder MidCap Core Growth R Fund  
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return ADM 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
REAL ESTATE
REAL ESTATE PIREX Principal US Property 81% 3 60 0 1.99% 3.53%
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Principal Diversified International 89% 3 60 0 0.78% 0.89%
Others
Target Date 2050+ PPLIX Principal Lifetime 2050 100% 3 60 0 1.04% 1.58%
Target Date 2036-2040 PTDIX Principal Lifetime 2040 94% 3 60 0 1% 1.87%
Target Date 2026-2030 PMTIX Principal Lifetime 2030 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Principal Lifetime 2020 90% 3 60 0 0.91% 2.79%
Retirement Income PLSIX Principal Lifetime STR INC 84% 3 60 0 1.4% 4.8%
Target Date 2000-2010 PTTIX Principal Lifetime 2010 0% 3 60 0 0.72% 7.6%
US EQUITY
Small Growth FCIGX Fidelity Adv Small CAP Fund     87% 3 60 0 1.07% 0%
LARGE BLEND PLFIX Principal Large Cap Stock Index 76% 3 60 0 0.52% 2.38%
LARGE GROWTH RGAFX Capital R and M AM FDS Growth Fund     75% 3 60 0 0.63% 0.75%
LARGE VALUE MVRRX MFS Value R2 Fund    55% 3 60 0 0.8% 8.19%
MID-CAP VALUE CMVRX Columbia Mid Cap Value R Fund 39% 3 60 0 1.13% 1.01%
SMALL VALUE PVSIX Principal Small Cap Value 0% 3 60 0 NA 0%
Mid-Cap Growth MMSRX Munder MidCap Core Growth R Fund   0% 3 60 0 1.57% 9.14%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return ADM Fund,         66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 1.05%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT 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 0.1% 9.9% 0.5% 5.4% 4.6% 7.4%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:BPOP)
The plan consists of 17 funds. It covers 4 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
--


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.