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MyPlanIQ 401k Investor Superior Bancorp 401(k) Plan

Superior Bancorp 401(k) Plan Investment Model Portfolios

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SUPERIOR BANCORP 401(K) PLAN
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement rtmt 2010 Fund
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Europacific Growth FD R4
FOREIGN SMALL/MID GROWTH ISCAX Federated International Small Company Fund A
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr
MID-CAP BLEND FMDCX Federated Mid-Cap Index IS
LARGE BLEND FISPX Federated Federated Max-Cap Index Fund
FIXED INCOME
Intermediate-Term Bond TLRAX Federated Total Return Bond A
Intermediate Government FGMAX Federated GNMA Tr SS
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund
Target Date 2000-2010 RRTAX T. Rowe Price Retirement rtmt 2010 Fund
Target Date 2036-2040 RRTDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 RRTCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 RRTBX T. Rowe Price Retirement rtmt 2020 Fund
Moderate Allocation QABGX Federated mdt Balanced Fund A
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Europacific Growth FD R4
FOREIGN SMALL/MID GROWTH ISCAX Federated International Small Company Fund A
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr
MID-CAP BLEND FMDCX Federated Mid-Cap Index IS
LARGE BLEND FISPX Federated Federated Max-Cap Index Fund
Mid-Cap Growth KAUFX Federated Kaufmann Fund
LARGE GROWTH JARTX Janus Advisor Forty Class S
SMALL VALUE VSFAX Federated Clover Small Value A
LARGE VALUE AEURX American Century Equity Income Advisor Class
Mid-Cap Growth BGRFX Baron Funds Growth Fund
LARGE GROWTH RGAEX Growth Fund of Amer R4RGAEX
LARGE BLEND CPAIX Federated Capital app Fund
FIXED INCOME
Intermediate-Term Bond TLRAX Federated Total Return Bond A
Intermediate Government FGMAX Federated GNMA Tr SS
Total Available Funds: 21
  • 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
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 5.17%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Fund 77% 3 60 0 0.63% 4.3%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement rtmt 2010 Fund 66% 3 60 0 0.99% 5.54%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement rtmt 2040 Fund 65% 3 60 0 0.6% 4.34%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement rtmt 2030 Fund 63% 3 60 0 1.08% 5.58%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement rtmt 2020 Fund 60% 3 60 0 0.78% 5.89%
Moderate Allocation QABGX Federated mdt Balanced Fund A 33% 3 60 0 1.05% 8.75%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds Europacific Growth FD R4 57% 3 60 0 0.9% 14.03%
FOREIGN SMALL/MID GROWTH ISCAX Federated International Small Company Fund A 43% 3 60 0 0.99% 7.51%
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr 98% 3 60 0 0.99% 6.64%
MID-CAP BLEND FMDCX Federated Mid-Cap Index IS 80% 3 60 0 0.32% 10.61%
LARGE BLEND FISPX Federated Federated Max-Cap Index Fund 77% 3 60 0 1.12% 8.63%
Mid-Cap Growth KAUFX Federated Kaufmann Fund 64% 3 60 0 2.51% 10.27%
LARGE GROWTH JARTX Janus Advisor Forty Class S 62% 3 60 0 1.64% 13.94%
SMALL VALUE VSFAX Federated Clover Small Value A 56% 3 60 0 0.89% 3.79%
LARGE VALUE AEURX American Century Equity Income Advisor Class 41% 3 60 0 0.59% 9.82%
Mid-Cap Growth BGRFX Baron Funds Growth Fund 40% 3 60 0 1.3% 15.53%
LARGE GROWTH RGAEX Growth Fund of Amer R4RGAEX 39% 3 60 0 0.3% 11.15%
LARGE BLEND CPAIX Federated Capital app Fund 0% 3 60 0 0.99% 1.77%
FIXED INCOME
Intermediate-Term Bond TLRAX Federated Total Return Bond A 59% 3 60 0 0.38% 3.68%
Intermediate Government FGMAX Federated GNMA Tr SS 0% 3 60 0 0.67% 2.8%
Average Expense Ratio: 0.91%
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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 0.2% 4.0% -1.6% 2.3% 2.8% 3.3%

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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:SUPR)
The plan consists of 22 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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