MyPlanIQ 401k Investor First Citizens Bank 401(k) Plan

First Citizens Bank 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIFX American Funds Capital World G/I R5
Others
Retirement Income VTINX Vanguard Target Retirement
Moderate Allocation OAKBX Oakmark Equity & Income I
Moderate Allocation VWELX Vanguard Wellington Inv
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt
Small Growth VISGX Vanguard Small Cap Growth Index
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK RWIFX American Funds Capital World G/I R5
Others
Retirement Income VTINX Vanguard Target Retirement
Moderate Allocation OAKBX Oakmark Equity & Income I
Moderate Allocation VWELX Vanguard Wellington Inv
Target Date 2050+ VFIFX Vanguard Target 2050
Target Date 2036-2040 VFORX Vanguard Target 2040
Target Date 2026-2030 VTHRX Vanguard Target 2030
Target Date 2016-2020 VTWNX Vanguard Target 2020
ROOT CASH Schwab Value Adv Money Market
Target Date 2000-2010 VTENX Vanguard Target 2010
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt
Small Growth VISGX Vanguard Small Cap Growth Index
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE CSCZX Columbia Small Cap Value I Z
Mid-Cap Growth ACRNX Columbia Acorn Fund
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE BLEND ITHSX Hartford Capital Appreciation R4
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond PTTDX PIMCO Total Return D
Inflation-Protected Bond PRRDX PIMCO Real Return
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 LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
WORLD STOCK RWIFX American Funds Capital World G/I R5 92% 3 60 0 0.75% 1.99%
Others
Retirement Income VTINX Vanguard Target Retirement 97% 3 60 0 0.08% 2.93%
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.3%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 3 60 0 0.17% 12.31%
Target Date 2050+ VFIFX Vanguard Target 2050 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target 2040 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target 2030 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target 2020 66% 3 60 0 0.08% 4.48%
ROOT CASH Schwab Value Adv Money Market 0% 0 60 0 NA 4.14%
Target Date 2000-2010 VTENX Vanguard Target 2010 0% 3 60 0 0.17% 0%
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt 100% 3 60 0 0.96% 0.36%
Small Growth VISGX Vanguard Small Cap Growth Index 100% 3 60 0 0.07% 0.54%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 1%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE CSCZX Columbia Small Cap Value I Z 89% 3 60 0 1.24% 0.68%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 2.98%
LARGE BLEND ITHSX Hartford Capital Appreciation R4 21% 3 60 0 0.79% 0.15%
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 3.38%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.84%
Inflation-Protected Bond PRRDX PIMCO Real Return 0% 3 60 0 0.85% 2.18%
Average Expense Ratio: 0.62%
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 3.6% 15.9% 4.0% 6.7% 5.8% 7.3%

Sign up or Login first 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:BSX)
The plan consists of 23 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Boston Scientific Corporation develops, manufactures, and markets medical devices used in various interventional medical specialties worldwide. It offers cardiac rhythm management products, which monitor the heart and deliver electricity to treat cardiac abnormalities; and RF generators, intracardiac ultrasound and steerable ablation catheters, and diagnostic catheters for the diagnosis and treatment of cardiac arrhythmias.



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.