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MyPlanIQ 401k Investor FIRST NATIONAL BANK OF CHESTER COUNTY RETIREMENT SAVINGS PLAN

FIRST NATIONAL BANK OF CHESTER COUNTY RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH Wilmington Trust Prime Money Market
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture A
FIXED INCOME
Intermediate-Term Bond RBFCX American Funds Bond Fund of America R3
SHORT GOVERNMENT STABLEVALUE Lincoln Stable Value Account
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH Wilmington Trust Prime Money Market
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE BLEND NYVTX Davis NY Venture A
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund Inc. Advisor Class
SMALL VALUE DHSCX Diamond Hill Small Cap A
LARGE VALUE ACSRX Van Kampen Comstock R
Small Growth BSCFX Baron Small Cap
LARGE GROWTH RGACX American Funds Growth Fund of America R3
Mid-Cap Growth EXMCX Eaton Vance Mid Cap Value A
FIXED INCOME
Intermediate-Term Bond RBFCX American Funds Bond Fund of America R3
SHORT GOVERNMENT STABLEVALUE Lincoln Stable Value Account
Total Available Funds: 14
  • 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
ROOT CASH Wilmington Trust Prime Money Market 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds EuroPacific Growth R3 56% 3 60 0 0.9% 13.98%
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A 45% 3 60 0 1.16% 5.14%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 97% 3 60 0 0.14% 1.19%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 14.15%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund Inc. Advisor Class 87% 3 60 0 1.29% 6.39%
SMALL VALUE DHSCX Diamond Hill Small Cap A 53% 3 60 0 0.85% 6.51%
LARGE VALUE ACSRX Van Kampen Comstock R 47% 3 60 0 1.55% 8.97%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 8.98%
LARGE GROWTH RGACX American Funds Growth Fund of America R3 37% 3 60 0 0.3% 11.27%
Mid-Cap Growth EXMCX Eaton Vance Mid Cap Value A 0% 3 60 0 1.4% 0%
FIXED INCOME
Intermediate-Term Bond RBFCX American Funds Bond Fund of America R3 38% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT STABLEVALUE Lincoln Stable Value Account 16% 3 60 0 NA 20.17%
Average Expense Ratio: 1.01%
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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*
Click to Create Model Portfolio

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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 0.4% 12.9% 9.4% 9.5% 6.3% 6.7%

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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
The plan consists of 14 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, REITs, Foreign Equity and US Equity.


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