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MyPlanIQ 401k Investor Fulton Financial Corporation 401 K Retirement Plan

Fulton Financial Corporation 401 K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International I
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
Mid-Cap Growth ATHIX American Century Heritage Inst
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond PRCIX T. Rowe Price New Income
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Moderate Allocation VGSTX Vanguard STAR Inv
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
ROOT FULT Fulton Financial Corp
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International I
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
Mid-Cap Growth ATHIX American Century Heritage Inst
SMALL BLEND FSCIX Fidelity Advisor Small Cap I
LARGE VALUE MEIIX MFS Value I
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl
LARGE BLEND VIFSX Vanguard 500 Index Signal
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
Intermediate-Term Bond PRCIX T. Rowe Price New Income
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
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 5.91%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 4.71%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 6%
Moderate Allocation VGSTX Vanguard STAR Inv 83% 3 60 0 0.31% 9.34%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 4.34%
ROOT FULT Fulton Financial Corp 0% 3 60 0 NA 4.26%
INTERNATIONAL EQUITY
Foreign Large Blend MRSIX MFS Research International I 90% 3 60 0 0.75% 5.38%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 2.04%
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 3 60 0 0% 13.94%
Mid-Cap Growth ATHIX American Century Heritage Inst 94% 3 60 0 0.01% 16.28%
SMALL BLEND FSCIX Fidelity Advisor Small Cap I 91% 3 60 0 2.15% 1.88%
LARGE VALUE MEIIX MFS Value I 90% 3 60 0 0.8% 9.63%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 14.16%
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl 0% 3 60 0 1.4% 16.49%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 90% 3 60 0 0.94% 4.58%
Intermediate-Term Bond PRCIX T. Rowe Price New Income 90% 3 60 0 1.08% 4.48%
Average Expense Ratio: 0.72%
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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
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