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MyPlanIQ 401k Investor FLORIDIAN BANK 401(k) Plan

FLORIDIAN BANK 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH Federated Capital Preservation Fund
ROOT CASH American Funds American Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERBX American Funds EuroPacific R2
US EQUITY
Small Growth QUAYX Alliance Bernstein Small Cap Growth
SMALL BLEND DCCIX Delaware Investments Small Cap Core
LARGE BLEND NBPBX Neuberger Berman Partners Adv
FIXED INCOME
High Yield Bond PHYTX Principal Funds High Yield
Intermediate-Term Bond PIOIX Principal Funds Income Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
ROOT CASH Federated Capital Preservation Fund
ROOT CASH American Funds American Money Market Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERBX American Funds EuroPacific R2
US EQUITY
Small Growth QUAYX Alliance Bernstein Small Cap Growth
SMALL BLEND DCCIX Delaware Investments Small Cap Core
LARGE BLEND NBPBX Neuberger Berman Partners Adv
LARGE VALUE PEQRX Putnam Equity Income
SMALL VALUE FVFRX Franklin Templeton Small Cap Value
MID-CAP BLEND VSVGX The Victory Funds Special Value Fund
LARGE GROWTH RGABX American Funds Growth Fund R2
Mid-Cap Growth ACDRX Invesco Capital Development
MID-CAP VALUE ABSRX Alliance Bernstein Small -Mid Cap Value
FIXED INCOME
High Yield Bond PHYTX Principal Funds High Yield
Intermediate-Term Bond PIOIX Principal Funds Income Fund
Total Available Funds: 14
  • 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
ROOT CASH Federated Capital Preservation Fund 0% 1 60 0 NA 2.53%
ROOT CASH American Funds American Money Market Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERBX American Funds EuroPacific R2 54% 3 60 0 0.9% 13.92%
US EQUITY
Small Growth QUAYX Alliance Bernstein Small Cap Growth 86% 3 60 0 1.15% 0%
SMALL BLEND DCCIX Delaware Investments Small Cap Core 75% 3 60 0 0.69% 4.71%
LARGE BLEND NBPBX Neuberger Berman Partners Adv 59% 3 60 0 0.51% 6.6%
LARGE VALUE PEQRX Putnam Equity Income 58% 3 60 0 1.14% 5.5%
SMALL VALUE FVFRX Franklin Templeton Small Cap Value 52% 3 60 0 1.42% 8.21%
MID-CAP BLEND VSVGX The Victory Funds Special Value Fund 35% 3 60 0 1.15% 14.57%
LARGE GROWTH RGABX American Funds Growth Fund R2 35% 3 60 0 0.3% 12.09%
Mid-Cap Growth ACDRX Invesco Capital Development 0% 3 60 0 NA 0%
MID-CAP VALUE ABSRX Alliance Bernstein Small -Mid Cap Value 0% 3 60 0 0.86% 120.28%
FIXED INCOME
High Yield Bond PHYTX Principal Funds High Yield 92% 3 60 0 0.94% 6.28%
Intermediate-Term Bond PIOIX Principal Funds Income Fund 85% 3 60 0 0.64% 3.42%
Average Expense Ratio: 0.88%
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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 to Create Model Portfolio

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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
The plan consists of 14 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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