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MyPlanIQ 401k Investor CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN

CITIZENS and NORTHERN CORPORATION SAVINGS and RETIREMENT PLAN Investment Model Portfolios

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CITIZENS & NORTHERN CORPORATION SAVINGS & RETIREMENT PLAN
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
EQUITY SPMD SPMD
Moderate Allocation FPURX FPURX
EQUITY FSPGX FSPGX
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MIEIX
Foreign Large Blend FSPSX FSPSX
US EQUITY
MID-CAP VALUE IWS IWS
Mid-Cap Growth IWP IWP
SMALL BLEND SWSSX SWSSX
Total Available Funds: 35
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX ODVIX
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
EQUITY SPMD SPMD
Moderate Allocation FPURX FPURX
EQUITY FSPGX FSPGX
EQUITY FSTLX FSTLX
EQUITY FTRLX FTRLX
Bear Market PBRIX PBRIX
EQUITY RPISX RPISX
EQUITY TOORX TOORX
EQUITY TPGPX TPGPX
EQUITY TRFWX TRFWX
EQUITY TRPPX TRPPX
EQUITY TRVVX TRVVX
EQUITY TRXRX TRXRX
EQUITY TTOIX TTOIX
EQUITY TTRTX TTRTX
EQUITY TTURX TTURX
EQUITY TWRRX TWRRX
Natural Resources GUNR GUNR
EQUITY GOFXX GOFXX
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MIEIX
Foreign Large Blend FSPSX FSPSX
US EQUITY
MID-CAP VALUE IWS IWS
Mid-Cap Growth IWP IWP
SMALL BLEND SWSSX SWSSX
LARGE VALUE TILVX TILVX
SMALL VALUE VSIAX VSIAX
Small Growth FGROX FGROX
LARGE BLEND FXAIX FXAIX
REAL ESTATE
US Real Estate FREL FREL
FIXED INCOME
Short-Term Bond VBIRX VBIRX
Intermediate-Term Bond FXNAX FXNAX
Inflation-Protected Bond FIPDX FIPDX
High Yield Bond FIHLX FIHLX
Total Available Funds: 35
  • 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 ODVIX ODVIX 68% 1 60 0 0.84% 35.91%
DIVERSIFIED EMERGING MKTS VEMAX VEMAX 65% 1 60 0 0.08% 2.98%
Others
EQUITY SPMD SPMD 96% 1 60 0 NA 1.52%
Moderate Allocation FPURX FPURX 81% 1 60 0 0.5% 7.14%
EQUITY FSPGX FSPGX 80% 1 60 0 0.03% 0.4%
EQUITY FSTLX FSTLX 80% 1 60 0 1.44% 6.94%
EQUITY FTRLX FTRLX 80% 1 60 0 0.38% 4.19%
Bear Market PBRIX PBRIX 77% 1 60 0 3.46% 5.62%
EQUITY RPISX RPISX 51% 1 60 0 0% 3.12%
EQUITY TOORX TOORX 44% 1 60 0 0.62% 5.28%
EQUITY TPGPX TPGPX 44% 1 60 0 0.4% 7.6%
EQUITY TRFWX TRFWX 44% 1 60 0 0.86% 5.76%
EQUITY TRPPX TRPPX 43% 1 60 0 0.45% 5.32%
EQUITY TRVVX TRVVX 43% 1 60 0 0.77% 7.3%
EQUITY TRXRX TRXRX 43% 1 60 0 0.42% 6.52%
EQUITY TTOIX TTOIX 43% 1 60 0 0.46% 4.87%
EQUITY TTRTX TTRTX 43% 1 60 0 0.32% 6.1%
EQUITY TTURX TTURX 43% 1 60 0 0.34% 7.26%
EQUITY TWRRX TWRRX 42% 1 60 0 0.38% 7.65%
Natural Resources GUNR GUNR 20% 1 60 0 0.46% 3.08%
EQUITY GOFXX GOFXX 0% 1 60 0 NA 0%
INTERNATIONAL EQUITY
Foreign Large Growth MIEIX MIEIX 89% 1 60 0 0.72% 2.77%
Foreign Large Blend FSPSX FSPSX 5% 1 60 0 0.03% 3.4%
US EQUITY
MID-CAP VALUE IWS IWS 99% 1 60 0 0.23% 1.68%
Mid-Cap Growth IWP IWP 97% 1 60 0 0.23% 0.35%
SMALL BLEND SWSSX SWSSX 80% 1 60 0 0.04% 1.52%
LARGE VALUE TILVX TILVX 76% 1 60 0 0.19% 6.35%
SMALL VALUE VSIAX VSIAX 30% 1 60 0 0.07% 2.18%
Small Growth FGROX FGROX 5% 1 60 0 1.68% 13.47%
LARGE BLEND FXAIX FXAIX 4% 1 60 0 0.02% 1.32%
REAL ESTATE
US Real Estate FREL FREL 0% 1 60 0 0.08% 3.54%
FIXED INCOME
Short-Term Bond VBIRX VBIRX 97% 1 60 0 0.04% 3.64%
Intermediate-Term Bond FXNAX FXNAX 31% 1 60 0 0.03% 3.76%
Inflation-Protected Bond FIPDX FIPDX 11% 1 60 0 0.05% 3.82%
High Yield Bond FIHLX FIHLX 0% 1 60 0 0.75% 5.96%
Average Expense Ratio: 0.5%
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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 for Portfolio Details or Follow 4.9% 14.8% 9.7% 4.0% 6.7% 5.4%

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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 4.1% 13.8% 6.7% 3.4% 6.7% 5.7%

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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 for Portfolio Details or Follow 4.2% 14.6% 8.9% 5.1% 6.2% 4.8%

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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 35 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Foreign Equity and Emerging Market Equity.


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