MyPlanIQ BARCLAYS BANK PLC THRIFT SAVINGS PLAN

BARCLAYS BANK PLC THRIFT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS Series Trust X: MFS International Growth Fund; Class I Shares
Foreign Large Value JNUSX JPMorgan Trust I: JPMorgan International Value Fund; Institutional Shares
WORLD STOCK SGQIX DWS Global/International Fund
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
FIXED INCOME
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS Series Trust X: MFS International Growth Fund; Class I Shares
Foreign Large Value JNUSX JPMorgan Trust I: JPMorgan International Value Fund; Institutional Shares
WORLD STOCK SGQIX DWS Global/International Fund
Foreign Large Value JPVZX JPMorgan Trust I: JPMorgan International Value Fund; Class R2 Shares
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
FIXED INCOME
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group
LARGE GROWTH RGAGX Growth Fund of America
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
INTERNATIONAL EQUITY
Foreign Large Growth MQGIX MFS Series Trust X: MFS International Growth Fund; Class I Shares 92% 3 60 0 0.7% 0%
Foreign Large Value JNUSX JPMorgan Trust I: JPMorgan International Value Fund; Institutional Shares 82% 3 60 0 1.5% 3.39%
WORLD STOCK SGQIX DWS Global/International Fund 72% 3 60 0 0.92% 3.35%
Foreign Large Value JPVZX JPMorgan Trust I: JPMorgan International Value Fund; Class R2 Shares 15% 3 60 0 1.5% 3%
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares 92% 3 60 0 1.04% 3.18%
Target Date 2046-2050 STLFX BlackRock Funds III: LifePath 2050 Portfolio; Institutional Shares 81% 3 60 0 0.34% 1.14%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 1.74%
FIXED INCOME
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares 61% 3 60 0 1.37% 4.19%
US EQUITY
LARGE VALUE NFJEX Allianz Funds: AllianzGI NFJ Dividend Value Fund; Institutional Class Shares 87% 3 60 0 1.04% 3.66%
SMALL BLEND FSCDX Fidelity Advisor Series I: Fidelity Advisor Small Cap Fund; Class A Shares 51% 3 60 0 2.15% 4.64%
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares 50% 3 60 0 0.86% 7.79%
Mid-Cap Growth KAUAX Federated Equity Funds: Federated Kaufmann Fund; Class A Shares 49% 3 60 0 2.51% 1.92%
MID-CAP VALUE JAMCX JP Morgan Fleming Mutual Fund Group 40% 3 60 0 1.15% 5.76%
LARGE GROWTH RGAGX Growth Fund of America 25% 3 60 0 0.3% 0%
Average Expense Ratio: 1.08%
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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 3.9% 15.0% 3.8% 6.7% 5.3% 6.8%

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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
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