MyPlanIQ CASH AMERICA INTERNATIONAL INC. 401K SAVINGS PLAN

CASH AMERICA INTERNATIONAL INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
Mid-Cap Growth BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares
LARGE GROWTH HRCAX Harbor Funds: Harbor Capital Appreciation Fund; Administrative Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Total Available Funds: 8
  • 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 Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares 94% 3 60 0 1.16% 1.89%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.3%
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares 91% 3 60 0 1% 7.21%
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
Mid-Cap Growth BMEAX BlackRock Funds: BlackRock US Opportunities Portfolio; Investor A Shares 61% 3 60 0 0.8% 6.07%
LARGE GROWTH HRCAX Harbor Funds: Harbor Capital Appreciation Fund; Administrative Class Shares 46% 3 60 0 0.67% 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
Average Expense Ratio: 0.82%
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Model Portfolios

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
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