MyPlanIQ 401k Investor FIFTH THIRD BANCORP FROZEN SUCCESSOR PLAN

FIFTH THIRD BANCORP FROZEN SUCCESSOR PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIEIX Fifth Third Bank International Equity Fund
Others
Technology CTCAX Columbia Technology Fund
ROOT CASH Money market substitute
Conservative Allocation LCVIX Fifth Third Bank Life Model Conservative Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
SMALL VALUE FTVIX Fifth Third Bank Small Cap Value Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIEIX Fifth Third Bank International Equity Fund
Others
Technology CTCAX Columbia Technology Fund
ROOT CASH Money market substitute
Conservative Allocation LCVIX Fifth Third Bank Life Model Conservative Fund
Conservative Allocation LIMVX Fifth Third Bank Life Model Moderate Conservative Fund
Moderate Allocation LMDAX Fifth Third Bank Life Model Moderate Fund
ROOT CASH Federated Capital Preservation Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
SMALL VALUE FTVIX Fifth Third Bank Small Cap Value Fund
US EQUITY Fifth Third Fifth Third Bank Bond Fund
LARGE BLEND KNIEX Fifth Third Bank Equity Index Fund
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund
LARGE BLEND LASIX Fifth Third Bank Life Model Aggressive Fund
LARGE BLEND LMAAX Fifth Third Bank Life Model Moderate Aggressive Fund
LARGE VALUE FEQCX Fifth Third Bank Disciplined Large Cap Value Fund
LARGE GROWTH FQGIX Fifth Third Bank Quality Growth Fund
Total Available Funds: 19
  • 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 LZEMX Lazard Emerging Markets Fund 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend FIEIX Fifth Third Bank International Equity Fund 0% 3 60 0 1.13% 3.76%
Others
Technology CTCAX Columbia Technology Fund 35% 3 60 0 0.93% 0%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Conservative Allocation LCVIX Fifth Third Bank Life Model Conservative Fund 0% 3 60 0 0.8% 0.66%
Conservative Allocation LIMVX Fifth Third Bank Life Model Moderate Conservative Fund 0% 3 60 0 0.9% 0.53%
Moderate Allocation LMDAX Fifth Third Bank Life Model Moderate Fund 0% 3 60 0 1.2% 0.4%
ROOT CASH Federated Capital Preservation Fund 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
US EQUITY
SMALL BLEND FSCIX Fidelity Advisor Small Cap Fund 91% 3 60 0 2.15% 4.01%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 82% 3 60 0 1.18% 0.85%
SMALL VALUE FTVIX Fifth Third Bank Small Cap Value Fund 0% 3 60 0 0.96% 16.33%
US EQUITY Fifth Third Fifth Third Bank Bond Fund 0% 3 60 0 NA NA
LARGE BLEND KNIEX Fifth Third Bank Equity Index Fund 0% 3 60 0 NA 0.52%
Mid-Cap Growth PMGIX Allianz CCM Mid Cap Fund 0% 3 60 0 NA NA
LARGE BLEND LASIX Fifth Third Bank Life Model Aggressive Fund 0% 3 60 0 1.14% 0.19%
LARGE BLEND LMAAX Fifth Third Bank Life Model Moderate Aggressive Fund 0% 3 60 0 1.3% 0.26%
LARGE VALUE FEQCX Fifth Third Bank Disciplined Large Cap Value Fund 0% 3 60 0 1.75% 0.25%
LARGE GROWTH FQGIX Fifth Third Bank Quality Growth Fund 0% 3 60 0 0.95% 0%
Average Expense Ratio: 1.13%
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* 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 11.2% 14.1% 3.8% 2.5% 4.1% 4.6%

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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:FITB)
The plan consists of 22 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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