MyPlanIQ ARVEST BANK GROUP PROFIT SHARING AND INCENTIVE SAVINGS PLAN

ARVEST BANK GROUP PROFIT SHARING AND INCENTIVE SAVINGS PLAN Investment Model Portfolios

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ARVEST BANK GROUP PROFIT SHARING AND INCENTIVE SAVINGS PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
Others
Conservative Allocation VASIX Vanguard STAR Funds: Vanguard LifeStrategy Income Fund; Investor Shares
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Treasury Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Multisector Bond ECSIX Eaton Vance Mutual Funds Trust: Eaton Vance Strategic Income Fund; Class C Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares
Others
Conservative Allocation VASIX Vanguard STAR Funds: Vanguard LifeStrategy Income Fund; Investor Shares
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
MID-CAP VALUE JNMCX Janus Investment Fund: Perkins Mid Cap Value Fund; Class D Shares
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Treasury Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Multisector Bond ECSIX Eaton Vance Mutual Funds Trust: Eaton Vance Strategic Income Fund; Class C Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Multisector Bond EVSGX Eaton Vance Mutual Funds Trust: Eaton Vance Strategic Income Fund; Class B Shares
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
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Institutional Funds: Foreign Equity Series; Primary Shares 85% 3 60 0 0.97% 13.65%
Others
Conservative Allocation VASIX Vanguard STAR Funds: Vanguard LifeStrategy Income Fund; Investor Shares 91% 3 60 0 0.11% 5.64%
Aggressive Allocation VASGX Vanguard STAR Funds: Vanguard LifeStrategy Growth Fund; Investor Shares 89% 3 60 0 0.14% 6.05%
Conservative Allocation VSCGX Vanguard STAR Funds: Vanguard LifeStrategy Conservative Growth Fund; Investor Shares 89% 3 60 0 0.12% 7.02%
Moderate Allocation VSMGX Vanguard STAR Funds: Vanguard LifeStrategy Moderate Growth Fund; Investor Shares 83% 3 60 0 0.13% 6.96%
US EQUITY
LARGE BLEND VFINX Vanguard Index Funds: Vanguard 500 Index Fund; Investor Shares 97% 3 60 0 0.14% 1.27%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.12%
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares 94% 3 60 0 1.1% 7.47%
LARGE BLEND VFIAX Vanguard Index Funds: Vanguard 500 Index Fund; Admiral Shares 78% 3 60 0 0.14% 1.37%
LARGE BLEND ANCFX Fundamental Investors 52% 3 60 0 0.28% 0.91%
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares 47% 3 60 0 1.27% 4.26%
MID-CAP VALUE JNMCX Janus Investment Fund: Perkins Mid Cap Value Fund; Class D Shares 6% 3 60 0 0.5% 0.85%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Treasury Fund; Investor Shares 100% 3 60 0 0.1% 4.19%
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.65%
Multisector Bond ECSIX Eaton Vance Mutual Funds Trust: Eaton Vance Strategic Income Fund; Class C Shares 68% 3 60 0 1.12% 5.66%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.33%
Multisector Bond EVSGX Eaton Vance Mutual Funds Trust: Eaton Vance Strategic Income Fund; Class B Shares 0% 3 60 0 1.88% 3.4%
Average Expense Ratio: 0.6%
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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 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
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