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MyPlanIQ 401k Investor FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN

FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN Investment Model Portfolios

This Plan is unrated.
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FNB RETIREMENT/SAVINGS PLUS BENEFIT PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX Directed Services T. Rowe Price Retirement Capital app Fund
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z
WORLD STOCK CWGIX American American Capital World Growth Income Fund
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund
Small Growth WGROX Wasatch Advisors Core Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Moderate Allocation PRWCX Directed Services T. Rowe Price Retirement Capital app Fund
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund
Conservative Allocation ACCIX American Century Investments American Century Strategic
Target Date 2016-2020 MFLJX MFS MFS Lifetime 2020 R4
Target Date 2000-2010 MFSPX MFS MFS Lifetime 2010 R4
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z
WORLD STOCK CWGIX American American Capital World Growth Income Fund
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund
Small Growth WGROX Wasatch Advisors Core Growth Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
LARGE GROWTH AAARX American Century Investments American Century Strategic: Aggressive Fund
LARGE BLEND TRQIX SEI SIMT S P 500 Index Fund
SMALL BLEND KSCIX Keeley Small Cap Value Fund Inc.
LARGE VALUE UMBIX Columbia Value & Restructuring Fund
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Class A
Total Available Funds: 20
  • 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 PRWCX Directed Services T. Rowe Price Retirement Capital app Fund 99% 3 60 0 0.98% 15.67%
Target Date 2026-2030 MLTJX MFS MFS Lifetime 2030 R4 98% 3 60 0 0.51% 8.81%
Target Date 2036-2040 MLFJX MFS MFS Lifetime 2040 Fund 98% 3 60 0 0.56% 7.81%
Conservative Allocation ACCIX American Century Investments American Century Strategic 79% 3 60 0 0.63% 5.4%
Target Date 2016-2020 MFLJX MFS MFS Lifetime 2020 R4 0% 3 60 0 0.72% 11.12%
Target Date 2000-2010 MFSPX MFS MFS Lifetime 2010 R4 0% 3 60 0 0.66% 2.16%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas Fund 95% 3 60 0 2.06% 1.32%
WORLD STOCK MDISX Franklin Mutual Discovery Fund Class Z 94% 3 60 0 1.45% 10.61%
WORLD STOCK CWGIX American American Capital World Growth Income Fund 64% 3 60 0 0.53% 10.95%
US EQUITY
LARGE GROWTH HGOYX Hartford Growth Opportunities Fund 93% 3 60 0 1.14% 6.06%
Small Growth WGROX Wasatch Advisors Core Growth Fund 78% 3 60 0 1.17% 7.47%
Mid-Cap Growth ACRNX Columbia Acorn Fund 75% 3 60 0 1.83% 0%
LARGE GROWTH AAARX American Century Investments American Century Strategic: Aggressive Fund 66% 3 60 0 1.05% 6.57%
LARGE BLEND TRQIX SEI SIMT S P 500 Index Fund 0% 3 60 0 0.25% 2.34%
SMALL BLEND KSCIX Keeley Small Cap Value Fund Inc. 0% 3 60 0 1.1% 7.82%
LARGE VALUE UMBIX Columbia Value & Restructuring Fund 0% 3 60 0 0.97% 13.86%
FIXED INCOME
Intermediate Government VFIIX Vanguard GNMA Fund 98% 3 60 0 0.11% 3.78%
Intermediate-Term Bond PTTRX Pimco Total Return Institutional Fund 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 4.33%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund Class A 16% 3 60 0 NA 19.62%
Average Expense Ratio: 0.89%
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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 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 1.0% 23.9% 12.5% 11.5% 7.2% 6.8%

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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:FNB)
The plan consists of 21 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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