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MyPlanIQ 401k Investor THE ROCKVILLE BANK 401(k) PLAN

THE ROCKVILLE BANK 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Moderate Allocation RLBFX American Balanced Fund
Conservative Allocation RCLEX Russell Conservative Class E
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth
WORLD STOCK OGLYX Oppenheimer Global Fund
US EQUITY
LARGE BLEND AFEIX American Fundamental
LARGE VALUE EILVX Eaton Vance Large-Cap Value
LARGE GROWTH RGAFX Growth Fund of America
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond
Intermediate-Term Bond SRBFX Columbia Intermediate Bond
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Moderate Allocation CTFAX Columbia Acorn Fund
Moderate Allocation RLBFX American Balanced Fund
Conservative Allocation RCLEX Russell Conservative Class E
Conservative Allocation RMLEX Russell Moderate Class E
Moderate Allocation RALEX Russell Aggressive Class E
Moderate Allocation RBLEX Russell Balanced Class E
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth
WORLD STOCK OGLYX Oppenheimer Global Fund
US EQUITY
LARGE BLEND AFEIX American Fundamental
LARGE VALUE EILVX Eaton Vance Large-Cap Value
LARGE GROWTH RGAFX Growth Fund of America
LARGE BLEND NYVRX Davis NY Venture R
MID-CAP BLEND QSCYX Oppenheimer Small Cap
LARGE BLEND RELEX Russell Eq Aggressive Class E
MID-CAP VALUE AFSVX Alliance Small/Mid Cap Value
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond
Intermediate-Term Bond SRBFX Columbia Intermediate Bond
Total Available Funds: 17
  • 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 CTFAX Columbia Acorn Fund 94% 3 60 0 0.85% 3.23%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 8.91%
Conservative Allocation RCLEX Russell Conservative Class E 0% 3 60 0 1.06% 3%
Conservative Allocation RMLEX Russell Moderate Class E 0% 3 60 0 1.15% 3.85%
Moderate Allocation RALEX Russell Aggressive Class E 0% 3 60 0 1.32% 6.51%
Moderate Allocation RBLEX Russell Balanced Class E 0% 3 60 0 1.25% 4.13%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth 94% 3 60 0 0.84% 13.89%
WORLD STOCK OGLYX Oppenheimer Global Fund 85% 3 60 0 1.31% 21.86%
US EQUITY
LARGE BLEND AFEIX American Fundamental 90% 3 60 0 1.04% 21.37%
LARGE VALUE EILVX Eaton Vance Large-Cap Value 90% 3 60 0 0.77% 6.55%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.32%
LARGE BLEND NYVRX Davis NY Venture R 41% 3 60 0 1.75% 11.89%
MID-CAP BLEND QSCYX Oppenheimer Small Cap 0% 3 60 0 0.91% 13.24%
LARGE BLEND RELEX Russell Eq Aggressive Class E 0% 3 60 0 1.36% 4.16%
MID-CAP VALUE AFSVX Alliance Small/Mid Cap Value 0% 3 60 0 NA 0%
FIXED INCOME
WORLD BOND OIBYX Oppenheimer International Bond 95% 3 60 0 0.71% 4.14%
Intermediate-Term Bond SRBFX Columbia Intermediate Bond 81% 3 60 0 0.49% 4.49%
Average Expense Ratio: 0.98%
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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 0.7% 7.3% 8.5% 9.0% 9.1%

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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:RCKB)
The plan consists of 17 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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