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MyPlanIQ 401k Investor CoBiz Employees 401(k) Plan

CoBiz Employees 401(k) Plan Investment Model Portfolios

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COBIZ EMPLOYEES 401(K) PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock
LARGE BLEND VFINX Vanguard 500 Index
LARGE VALUE PRFDX T. Rowe Price Retirement Equity-Income
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Pooled separate account
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund Guaranteed Interest Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock
LARGE BLEND VFINX Vanguard 500 Index
LARGE VALUE PRFDX T. Rowe Price Retirement Equity-Income
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE GROWTH BGFIX William Blair Intl. Growth
Mid-Cap Growth RPMGX T.Rowe Price Mid-Cap Growth
MID-CAP VALUE TRVRX TIAA Cref Instl Mid-Cap Value Retire
MID-CAP BLEND FMDCX Federated Mid-Cap Index
SMALL BLEND VSMAX Vanguard SM Cap Index Admiral
LARGE VALUE AADEX American Beacon LC Value Inst
Small Growth VEXPX Vanguard Explorer Admiral
LARGE GROWTH HACAX Harbor Capital app
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Pooled separate account
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund Guaranteed Interest Fund
Total Available Funds: 16
  • 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 FBALX Fidelity Balanced 79% 3 60 0 0.5% 6.07%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International 99% 3 60 0 1.02% 3.77%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Retirement Growth Stock 100% 3 60 0 0% 13.74%
LARGE BLEND VFINX Vanguard 500 Index 97% 3 60 0 0.14% 1.18%
LARGE VALUE PRFDX T. Rowe Price Retirement Equity-Income 97% 3 60 0 1.23% 4.14%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 3.49%
LARGE GROWTH BGFIX William Blair Intl. Growth 91% 3 60 0 0.92% 23.93%
Mid-Cap Growth RPMGX T.Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.27%
MID-CAP VALUE TRVRX TIAA Cref Instl Mid-Cap Value Retire 82% 3 60 0 0.45% 8.34%
MID-CAP BLEND FMDCX Federated Mid-Cap Index 80% 3 60 0 0.32% 10.61%
SMALL BLEND VSMAX Vanguard SM Cap Index Admiral 80% 3 60 0 0.05% 1.52%
LARGE VALUE AADEX American Beacon LC Value Inst 78% 3 60 0 0.94% 12.05%
Small Growth VEXPX Vanguard Explorer Admiral 76% 3 60 0 0.45% 7.68%
LARGE GROWTH HACAX Harbor Capital app 75% 3 60 0 1.04% 11.23%
FIXED INCOME
Intermediate-Term Bond HABDX Harbor Bond Pooled separate account 93% 3 60 0 0.3% 4.38%
SHORT GOVERNMENT STABLEVALUE Stable Asset Fund Guaranteed Interest Fund 16% 3 60 0 NA 19.62%
Average Expense Ratio: 0.64%
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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 for Portfolio Details or Follow 0.6% 21.2% 10.9% 11.7% 7.4% 6.6%

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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:COBZ)
The plan consists of 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
CoBiz Financial Inc (Ticker:COBZ) has the "CoBiz Employees 401(k) Plan".


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