MyPlanIQ 401k Investor Principal Financial Group Deferred Compensation Plan

Principal Financial Group Deferred Compensation Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRRAX Principal Real Estate Securities A
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen Overseas Instl
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend PRWLX Principal Diversified Intl A
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Target Date 2050+ PZASX Principal LifeTime 2050 R1
Target Date 2026-2030 PXASX Principal LifeTime 2030 R1
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PRRAX Principal Real Estate Securities A
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen Overseas Instl
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend PRWLX Principal Diversified Intl A
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv
Target Date 2050+ PZASX Principal LifeTime 2050 R1
Target Date 2026-2030 PXASX Principal LifeTime 2030 R1
Target Date 2036-2040 PYASX Principal LifeTime 2040 R1
Target Date 2016-2020 PWASX Principal LifeTime 2020 R1
Retirement Income PALTX Principal LifeTime Strategic Inc A
Target Date 2000-2010 PVASX Principal LifeTime 2010 R1
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
Small Growth VSEAX JPMorgan Small Cap Equity A
MID-CAP BLEND PEMGX Principal MidCap Blend A
LARGE BLEND NPNAX Neuberger Berman Partners A
LARGE VALUE PCACX Principal Large Cap Value A
LARGE GROWTH PRGWX Principal Large Cap Growth A
FIXED INCOME
Intermediate-Term Bond PRBDX Principal Bond & Mtg Securities A
Total Available Funds: 21
  • 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 PRRAX Principal Real Estate Securities A 37% 1 60 0 1.99% 4.1%
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen Overseas Instl 96% 1 60 0 1.14% 0.86%
WORLD STOCK TEDIX Mutual Global Discovery A 57% 1 60 0 1.45% 9.63%
Foreign Large Blend PRWLX Principal Diversified Intl A 40% 1 60 0 0.78% 4.78%
Others
Moderate Allocation VBINX Vanguard Balanced Index Inv 92% 1 60 0 0.07% 5.73%
Target Date 2050+ PZASX Principal LifeTime 2050 R1 65% 1 60 0 0.92% 0.22%
Target Date 2026-2030 PXASX Principal LifeTime 2030 R1 45% 1 60 0 1.14% 1.1%
Target Date 2036-2040 PYASX Principal LifeTime 2040 R1 45% 1 60 0 0.83% 0.55%
Target Date 2016-2020 PWASX Principal LifeTime 2020 R1 38% 1 60 0 0.79% 1.58%
Retirement Income PALTX Principal LifeTime Strategic Inc A 31% 1 60 0 1.4% 4.24%
Target Date 2000-2010 PVASX Principal LifeTime 2010 R1 0% 1 60 0 0.72% 5.87%
US EQUITY
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index Inv 98% 1 60 0 0.04% 1.22%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 1 60 0 0.14% 1.25%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 5.1%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock 77% 1 60 0 0.75% 5.61%
Small Growth VSEAX JPMorgan Small Cap Equity A 57% 1 60 0 1.75% 0.21%
MID-CAP BLEND PEMGX Principal MidCap Blend A 48% 1 60 0 0.94% 3.51%
LARGE BLEND NPNAX Neuberger Berman Partners A 21% 1 60 0 0.51% 1.9%
LARGE VALUE PCACX Principal Large Cap Value A 0% 1 60 0 0.98% 22.1%
LARGE GROWTH PRGWX Principal Large Cap Growth A 0% 1 60 0 1.1% 36.61%
FIXED INCOME
Intermediate-Term Bond PRBDX Principal Bond & Mtg Securities A 38% 1 60 0 0.88% 4.19%
Average Expense Ratio: 0.9%
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
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 4.0% 7.2% 5.8% 7.5% 5.8% 7.1%

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

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 for Portfolio Details or Follow 4.8% 8.5% 6.7% 6.9% 5.6% 7.1%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 0.5% 7.1% -0.3% 3.4% 3.7% 5.5%

Sign up or Login and subscribe 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:)
The plan consists of 21 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.

This plan is created based on a user's request.



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.