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MyPlanIQ 401k Investor The 401(k) Stock Purchase Plan for Employees of Cullen/Frost Bankers, Inc. and Its Affiliates

The 401(k) Stock Purchase Plan for Employees of Cullen/Frost Bankers, Inc. and Its Affiliates Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE 401(K) STOCK PURCHASE PLAN FOR EMPLOYEES OF CULLEN/FROST BANKERS, INC. AND ITS AFFILIATES
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Moderate Allocation RLBFX American Balanced Fund
Moderate Allocation FIBTX Frost Strategic Balanced Fund
ROOT CASH AIM STIT Treasury Fund
INTERNATIONAL EQUITY
Foreign Large Blend FITNX Frost International Equity Fund
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH RAFFX American Funds AMCAP Fund
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Fund
Short-Term Bond FILDX Frost Low Duration Bond Fund
Intermediate-Term Bond FIJEX Frost Total Return Bond Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Moderate Allocation RLBFX American Balanced Fund
Moderate Allocation FIBTX Frost Strategic Balanced Fund
ROOT CASH AIM STIT Treasury Fund
ROOT CASH AIM STIT Liquid Assets Fund
Conservative Allocation ACNRX Invesco Conservative Asset Allocation Tr
INTERNATIONAL EQUITY
Foreign Large Blend FITNX Frost International Equity Fund
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund
LARGE GROWTH RAFFX American Funds AMCAP Fund
LARGE GROWTH FICEX Frost Core Growth Equity Fund
LARGE VALUE FIKDX Frost Kemper Multi Cap Deep Value Fund
SMALL VALUE VSOIX Victory Small Company Opportunity Funds
Mid-Cap Growth PAMCX T Rowe Price Mid Cap Growth Adv Fund
LARGE VALUE MEIAX MFS Value Fund
Mid-Cap Growth FIHSX Frost Small Cap Equity Fund
LARGE VALUE FIDVX Frost Dividend Value Equity
Mid-Cap Growth BRAIX Bridgeway Aggressive Investors II Fund
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Fund
Short-Term Bond FILDX Frost Low Duration Bond Fund
Intermediate-Term Bond FIJEX Frost Total Return Bond Fund
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
Others
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 9.01%
Moderate Allocation FIBTX Frost Strategic Balanced Fund 0% 3 60 0 1.67% 10.67%
ROOT CASH AIM STIT Treasury Fund 0% 1 60 0 NA 2.53%
ROOT CASH AIM STIT Liquid Assets Fund 0% 1 60 0 NA 2.53%
Conservative Allocation ACNRX Invesco Conservative Asset Allocation Tr 0% 3 60 0 NA 2.23%
INTERNATIONAL EQUITY
Foreign Large Blend FITNX Frost International Equity Fund 0% 3 60 0 1.14% 2%
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund 77% 3 60 0 1.24% 5.43%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 13.8%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Fund 83% 3 60 0 1.18% 14.16%
LARGE GROWTH RAFFX American Funds AMCAP Fund 71% 3 60 0 0.49% 9.01%
LARGE GROWTH FICEX Frost Core Growth Equity Fund 67% 3 60 0 0.88% 20.56%
LARGE VALUE FIKDX Frost Kemper Multi Cap Deep Value Fund 66% 3 60 0 1.2% 29.97%
SMALL VALUE VSOIX Victory Small Company Opportunity Funds 64% 3 60 0 0.85% 6.05%
Mid-Cap Growth PAMCX T Rowe Price Mid Cap Growth Adv Fund 58% 3 60 0 1.29% 6.79%
LARGE VALUE MEIAX MFS Value Fund 54% 3 60 0 0.8% 9.45%
Mid-Cap Growth FIHSX Frost Small Cap Equity Fund 0% 3 60 0 1.1% 0%
LARGE VALUE FIDVX Frost Dividend Value Equity 0% 3 60 0 0.69% 16.51%
Mid-Cap Growth BRAIX Bridgeway Aggressive Investors II Fund 0% 3 60 0 NA 0.71%
FIXED INCOME
Inflation-Protected Bond PRRIX Pacific Investment Management Company Real Return Fund 80% 3 60 0 1.37% 3.4%
Short-Term Bond FILDX Frost Low Duration Bond Fund 72% 3 60 0 0.43% 4.25%
Intermediate-Term Bond FIJEX Frost Total Return Bond Fund 71% 3 60 0 0.47% 5.69%
Average Expense Ratio: 0.94%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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:CFR)
The plan consists of 25 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.

The symbol of the complany is CFR.



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