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MyPlanIQ 401k Investor The Perficient, Inc. 401(k) Employee Savings Plan

The Perficient, Inc. 401(k) Employee Savings Plan Investment Model Portfolios

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THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ PTEFX Principal Life Insurance Company Lifetime 2050 R5
Target Date 2036-2040 MLFJX Principal Life Insurance Company Lifetime 2040 R5
Moderate Allocation VWENX Vanguard Wellington Admiral
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth A
US EQUITY
MID-CAP BLEND MPSIX Principal Life Insurance Company Mid Cap S P 400 Index Institutional
SMALL BLEND PSSIX Principal Life Insurance Company Small Cap S P 600 Index Institutional
LARGE BLEND PLFIX Principal Life Insurance Company Large Cap S P 500 Index Institutional
REAL ESTATE
REAL ESTATE PREPX Principal Life Insurance Company Real Estate Securities R5
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ PTEFX Principal Life Insurance Company Lifetime 2050 R5
Target Date 2036-2040 MLFJX Principal Life Insurance Company Lifetime 2040 R5
Moderate Allocation VWENX Vanguard Wellington Admiral
Target Date 2016-2020 PTBPX Principal Life Insurance Company Lifetime 2020 R5
Retirement Income PLSPX Principal Life Insurance Company Lifetime Strategic Income R5
Target Date 2000-2010 PTAPX Principal Life Insurance Company Lifetime 2010 R5
Target Date 2026-2030 PTCPX Principal Life Insurance Company Lifetime 2030 R5
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth A
US EQUITY
MID-CAP BLEND MPSIX Principal Life Insurance Company Mid Cap S P 400 Index Institutional
SMALL BLEND PSSIX Principal Life Insurance Company Small Cap S P 600 Index Institutional
LARGE BLEND PLFIX Principal Life Insurance Company Large Cap S P 500 Index Institutional
LARGE VALUE PPSRX Principal Life Insurance Company Large Cap Value III R5
SMALL VALUE JSVRX Principal Life Insurance Company Small Cap Value R5
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
MID-CAP VALUE CMUAX Columbia Mid Cap Value A
Mid-Cap Growth TWCVX American Century Vista Investor
REAL ESTATE
REAL ESTATE PREPX Principal Life Insurance Company Real Estate Securities R5
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 19
  • 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
Target Date 2050+ PTEFX Principal Life Insurance Company Lifetime 2050 R5 99% 3 60 0 1.04% 9.93%
Target Date 2036-2040 MLFJX Principal Life Insurance Company Lifetime 2040 R5 98% 3 60 0 0.56% 7.81%
Moderate Allocation VWENX Vanguard Wellington Admiral 89% 3 60 0 0.17% 11.74%
Target Date 2016-2020 PTBPX Principal Life Insurance Company Lifetime 2020 R5 88% 3 60 0 0.91% 9.62%
Retirement Income PLSPX Principal Life Insurance Company Lifetime Strategic Income R5 82% 3 60 0 1.4% 5.59%
Target Date 2000-2010 PTAPX Principal Life Insurance Company Lifetime 2010 R5 0% 3 60 0 0.72% 6.78%
Target Date 2026-2030 PTCPX Principal Life Insurance Company Lifetime 2030 R5 0% 3 60 0 1.45% 9.36%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth A 57% 3 60 0 0.9% 13.66%
US EQUITY
MID-CAP BLEND MPSIX Principal Life Insurance Company Mid Cap S P 400 Index Institutional 82% 3 60 0 0.42% 9.07%
SMALL BLEND PSSIX Principal Life Insurance Company Small Cap S P 600 Index Institutional 77% 3 60 0 0.54% 11.21%
LARGE BLEND PLFIX Principal Life Insurance Company Large Cap S P 500 Index Institutional 76% 3 60 0 0.52% 3.32%
LARGE VALUE PPSRX Principal Life Insurance Company Large Cap Value III R5 69% 3 60 0 0.7% 19.07%
SMALL VALUE JSVRX Principal Life Insurance Company Small Cap Value R5 65% 3 60 0 1.24% 10.35%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 2.18%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 11.06%
MID-CAP VALUE CMUAX Columbia Mid Cap Value A 41% 3 60 0 1.13% 6.9%
Mid-Cap Growth TWCVX American Century Vista Investor 0% 3 60 0 1.03% 0%
REAL ESTATE
REAL ESTATE PREPX Principal Life Insurance Company Real Estate Securities R5 77% 3 60 0 1.99% 2.45%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.33%
Average Expense Ratio: 0.92%
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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 0.2% 8.3% 0.9% 3.3% 4.4% 5.9%

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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 -0.0% 6.1% 1.1% 5.8% 4.8% 5.8%

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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:PRFT)
The plan consists of 20 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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