MyPlanIQ 401k Investor METRO BANK RETIREMENT SAVINGS PLAN

METRO BANK RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund
Others
Convertibles FCVSX Fidelity Convertible Securities Fund
ROOT CASH Fidelity Spartan Money Mkt Fund
ROOT CASH Fidelity Prime Fund Daily Money Class
US EQUITY
LARGE BLEND OAKMX Oakmark Fund
LARGE VALUE SSHFX Sound Shore Fund
LARGE GROWTH FCNTX Fidelity Contrafund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund
Others
Convertibles FCVSX Fidelity Convertible Securities Fund
ROOT CASH Fidelity Spartan Money Mkt Fund
ROOT CASH Fidelity Prime Fund Daily Money Class
US EQUITY
LARGE BLEND OAKMX Oakmark Fund
LARGE VALUE SSHFX Sound Shore Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH WOGSX White Oak Select Growth Fund
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
Total Available Funds: 12
  • 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
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund 92% 3 60 0 0.97% 0.84%
Others
Convertibles FCVSX Fidelity Convertible Securities Fund 76% 3 60 0 1.04% 1.61%
ROOT CASH Fidelity Spartan Money Mkt Fund 0% 1 60 0 NA 5.5%
ROOT CASH Fidelity Prime Fund Daily Money Class 0% 1 60 0 NA 5.5%
US EQUITY
LARGE BLEND OAKMX Oakmark Fund 99% 3 60 0 0.63% 1.2%
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 1.12%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 0.07%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.13%
LARGE GROWTH WOGSX White Oak Select Growth Fund 78% 3 60 0 0.91% 0%
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock Fund 77% 3 60 0 0.75% 0.22%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Fund 76% 3 60 0 0.1% 1.35%
FIXED INCOME
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund 0% 3 60 0 0.13% 2.54%
Average Expense Ratio: 0.61%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow -8.3% -5.9% 6.1% 6.6% 6.5% 5.3%

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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% 16.6% 7.6% 8.1% 6.6% 6.1%

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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*
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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:METR)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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