MyPlanIQ 401k Investor Full Sail 401(k) Savings Plan

Full Sail 401(k) Savings Plan Investment Model Portfolios

This Plan is unrated.
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FULL SAIL 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PRINCIPAL INTL EMERGING MKT SEP ACCT
REAL ESTATE
Global Real Estate WPS PRINCIPAL U.S. PROPERTY SEP ACCT
INTERNATIONAL EQUITY
Foreign Large Blend REREX AM FUNDS EUROPACIFIC GRTH R4 FUN
FOREIGN SMALL/MID GROWTH FIASX PRINCIPAL INTL SMALL CAP SEP ACCT
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RTMT 2025 FUND
Target Date 2041-2045 VTIVX VANGUARD TARGET RTMT 2045 FUND
Retirement Income VTINX VANGUARD TARGET RTMT IN INV FUN
US EQUITY
MID-CAP BLEND PMFPX PRINCIPAL MID CAP S&P 400 INDEX SEP ACC
SMALL BLEND PSSPX PRINCIPAL SMALL CAP S&P 600 INDEX SEP AC
LARGE BLEND PLFPX PRINCIPAL LARGE CAP S&P 500 IDX SEP ACC
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PRINCIPAL INTL EMERGING MKT SEP ACCT
REAL ESTATE
Global Real Estate WPS PRINCIPAL U.S. PROPERTY SEP ACCT
INTERNATIONAL EQUITY
Foreign Large Blend REREX AM FUNDS EUROPACIFIC GRTH R4 FUN
FOREIGN SMALL/MID GROWTH FIASX PRINCIPAL INTL SMALL CAP SEP ACCT
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RTMT 2025 FUND
Target Date 2041-2045 VTIVX VANGUARD TARGET RTMT 2045 FUND
Retirement Income VTINX VANGUARD TARGET RTMT IN INV FUN
Target Date 2031-2035 VTTHX VANGUARD TARGET RTMT 2035 FUND
Target Date 2036-2040 PTDPX PRINCIPAL LIFETIME 2040 SEP ACCT
Target Date 2050+ VFIFX VANGUARD TARGET RTMT 2050 FUND
Target Date 2026-2030 VTHRX VANGUARD TARGET RTMT 2030 FUND
Target Date 2036-2040 VFORX VANGUARD TARGET RTMT 2040 FUND
Target Date 2016-2020 VTWNX VANGUARD TARGET RTMT 2020 FUND
Moderate Allocation RIDEX AM FUNDS GRTH FUND OF AM R4 FUND
Target Date 2011-2015 VTXVX VANGUARD TARGET RTMT 2015 FUND
Target Date 2000-2010 VTENX VANGUARD TARGET RTMT 2010 FUND
Target Date 2000-2010 VTOVX VANGUARD TARGET RTMT 2005 FUND
US EQUITY
MID-CAP BLEND PMFPX PRINCIPAL MID CAP S&P 400 INDEX SEP ACC
SMALL BLEND PSSPX PRINCIPAL SMALL CAP S&P 600 INDEX SEP AC
LARGE BLEND PLFPX PRINCIPAL LARGE CAP S&P 500 IDX SEP ACC
LARGE VALUE PAFDX T. ROWE PRICE EQ. INC ADV FUND
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A FUND
Intermediate Government PGSSX PRINCIPAL GOVT & HQ BOND SEP ACCT
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PIEIX PRINCIPAL INTL EMERGING MKT SEP ACCT 91% 3 60 0 1.11% 0%
REAL ESTATE
Global Real Estate WPS PRINCIPAL U.S. PROPERTY SEP ACCT 0% 3 60 0 0.48% 108.95%
INTERNATIONAL EQUITY
Foreign Large Blend REREX AM FUNDS EUROPACIFIC GRTH R4 FUN 57% 3 60 0 0.9% 1.16%
FOREIGN SMALL/MID GROWTH FIASX PRINCIPAL INTL SMALL CAP SEP ACCT 54% 3 60 0 1.29% 2.3%
Others
Target Date 2021-2025 VTTVX VANGUARD TARGET RTMT 2025 FUND 97% 3 60 0 0.08% 0%
Target Date 2041-2045 VTIVX VANGUARD TARGET RTMT 2045 FUND 97% 3 60 0 0.08% 2.47%
Retirement Income VTINX VANGUARD TARGET RTMT IN INV FUN 97% 3 60 0 0.08% 1.5%
Target Date 2031-2035 VTTHX VANGUARD TARGET RTMT 2035 FUND 96% 3 60 0 0.08% 0%
Target Date 2036-2040 PTDPX PRINCIPAL LIFETIME 2040 SEP ACCT 93% 3 60 0 1% 0%
Target Date 2050+ VFIFX VANGUARD TARGET RTMT 2050 FUND 75% 3 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX VANGUARD TARGET RTMT 2030 FUND 70% 3 60 0 0.08% 3.79%
Target Date 2036-2040 VFORX VANGUARD TARGET RTMT 2040 FUND 69% 3 60 0 0.08% 2.82%
Target Date 2016-2020 VTWNX VANGUARD TARGET RTMT 2020 FUND 66% 3 60 0 0.08% 9.11%
Moderate Allocation RIDEX AM FUNDS GRTH FUND OF AM R4 FUND 37% 3 60 0 0.69% 3.48%
Target Date 2011-2015 VTXVX VANGUARD TARGET RTMT 2015 FUND 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX VANGUARD TARGET RTMT 2010 FUND 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX VANGUARD TARGET RTMT 2005 FUND 0% 3 60 0 NA 2.94%
US EQUITY
MID-CAP BLEND PMFPX PRINCIPAL MID CAP S&P 400 INDEX SEP ACC 79% 3 60 0 0.42% 1.21%
SMALL BLEND PSSPX PRINCIPAL SMALL CAP S&P 600 INDEX SEP AC 77% 3 60 0 0.54% 1.08%
LARGE BLEND PLFPX PRINCIPAL LARGE CAP S&P 500 IDX SEP ACC 71% 3 60 0 0.52% 0%
LARGE VALUE PAFDX T. ROWE PRICE EQ. INC ADV FUND 50% 3 60 0 1.23% 1.45%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO TOTAL RETURN A FUND 65% 3 60 0 0.8% 2.61%
Intermediate Government PGSSX PRINCIPAL GOVT & HQ BOND SEP ACCT 0% 3 60 0 NA 4.05%
Average Expense Ratio: 0.47%
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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 27.1% 34.7% 6.7% 8.4% 5.3% 6.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 4.5% -0.7% 3.0% 2.8% 3.7%

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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 24 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, REITs, US Equity, Emerging Market Equity and Foreign Equity.

Full Sail 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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