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MyPlanIQ 401k Investor THE PRINCIPAL SELECT SAVINGS PLAN FOR EMPLOYEES

THE PRINCIPAL SELECT SAVINGS PLAN FOR EMPLOYEES Investment Model Portfolios

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THE PRINCIPAL SELECT SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
Nontraditional Bond GSZAX Goldman Sachs Strategic Income A
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend PIIQX Principal International Equity Index R5
US EQUITY
Small Growth PPNPX Principal SmallCap Growth I R5
MID-CAP VALUE PABVX Principal MidCap Value I R5
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
Nontraditional Bond GSZAX Goldman Sachs Strategic Income A
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend PIIQX Principal International Equity Index R5
US EQUITY
Small Growth PPNPX Principal SmallCap Growth I R5
MID-CAP VALUE PABVX Principal MidCap Value I R5
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5
SMALL VALUE DEVIX Delaware Small Cap Value Instl
LARGE GROWTH PPUPX Principal Large Cap Growth I R5
SMALL BLEND PSSPX Principal SmallCap S&P 600 Index R5
LARGE BLEND PLFPX Principal Large Cap S&P 500 Index R5
Mid-Cap Growth IYMIX Ivy Mid Cap Growth I
LARGE VALUE PEIQX Principal Equity Income R-5
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5
FIXED INCOME
High Yield Bond BHYIX BlackRock High Yield Bond Instl
WORLD BOND OIBAX Oppenheimer International Bond A
Inflation-Protected Bond PARRX PIMCO Real Return Admin
Intermediate-Term Bond PBIQX Principal Bond Market Index R5
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 ODMAX Oppenheimer Developing Markets A 64% 3 60 0 0.84% 35%
Others
Nontraditional Bond GSZAX Goldman Sachs Strategic Income A 21% 3 60 0 0.7% 4.32%
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4 89% 3 60 0 0.9% 19.05%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 14.16%
Foreign Large Blend PIIQX Principal International Equity Index R5 4% 3 60 0 0.33% 3.48%
US EQUITY
Small Growth PPNPX Principal SmallCap Growth I R5 84% 3 60 0 1.19% 11.35%
MID-CAP VALUE PABVX Principal MidCap Value I R5 79% 3 60 0 0.7% 7.04%
MID-CAP BLEND PMFPX Principal MidCap S&P 400 Index R5 79% 3 60 0 0.42% 8.46%
SMALL VALUE DEVIX Delaware Small Cap Value Instl 77% 3 60 0 1.36% 12.55%
LARGE GROWTH PPUPX Principal Large Cap Growth I R5 77% 3 60 0 0.59% 15.36%
SMALL BLEND PSSPX Principal SmallCap S&P 600 Index R5 77% 3 60 0 0.54% 10.39%
LARGE BLEND PLFPX Principal Large Cap S&P 500 Index R5 71% 3 60 0 0.52% 3%
Mid-Cap Growth IYMIX Ivy Mid Cap Growth I 66% 3 60 0 0.79% 8.85%
LARGE VALUE PEIQX Principal Equity Income R-5 2% 3 60 0 1.62% 10.36%
REAL ESTATE
REAL ESTATE PREPX Principal Real Estate Securities R5 77% 3 60 0 1.99% 2.45%
FIXED INCOME
High Yield Bond BHYIX BlackRock High Yield Bond Instl 71% 3 60 0 0.51% 7.13%
WORLD BOND OIBAX Oppenheimer International Bond A 71% 3 60 0 0.71% 4.3%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 60% 3 60 0 1.37% 3.14%
Intermediate-Term Bond PBIQX Principal Bond Market Index R5 8% 3 60 0 0.51% 3.85%
Average Expense Ratio: 0.87%
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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 - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 1.6% -1.6% 0.5% 2.9% 4.5%

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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 for Portfolio Details or Follow -0.5% 4.4% -1.3% 4.9% 3.9% 5.4%

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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*
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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
The plan consists of 19 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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