MyPlanIQ 401k Investor Merchants and Farmers Bank Profit and Savings Plan

Merchants and Farmers Bank Profit and Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Investors Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds Perspective Fund
Foreign Large Blend PTPPX Principal Investors Partners International Fund
Others
Target Date 2050+ PPLIX Principal Investors LifeTime 2050 Fund
Retirement Income PLSIX Principal Investors LifeTime Strategic Fund
Target Date 2026-2030 PTCAX Principal Investors LifeTime 2030 Fund
US EQUITY
Mid-Cap Growth PGWIX Principal Investors Partners MidCap Growth Fund
MID-CAP BLEND MPSIX Principal Investors S&P 400 Index Fund
MID-CAP VALUE PVMIX Principal Investors Partners MidCap Value Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREPX Principal Investors Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds Perspective Fund
Foreign Large Blend PTPPX Principal Investors Partners International Fund
Others
Target Date 2050+ PPLIX Principal Investors LifeTime 2050 Fund
Retirement Income PLSIX Principal Investors LifeTime Strategic Fund
Target Date 2026-2030 PTCAX Principal Investors LifeTime 2030 Fund
Target Date 2036-2040 PTDAX Principal Investors LifeTime 2040 Fund
Target Date 2016-2020 PTBAX Principal Investors LifeTime 2020 Fund
ROOT CASH Principal Investors Money Market Fund
Target Date 2000-2010 PENAX Principal Investors LifeTime 2010 Fund
US EQUITY
Mid-Cap Growth PGWIX Principal Investors Partners MidCap Growth Fund
MID-CAP BLEND MPSIX Principal Investors S&P 400 Index Fund
MID-CAP VALUE PVMIX Principal Investors Partners MidCap Value Fund
LARGE BLEND PLFIX Principal Investors S&P 500 Index Fund
LARGE BLEND PLIIX Principal Investors Partners LargeCap Blend Fund
LARGE BLEND ANCFX American Funds Fundamental Investors Fund
SMALL BLEND PSAPX Principal Investors S&P 600 Index Fund
LARGE GROWTH RGAAX American Funds Growth Fund of American Fund,
SMALL VALUE PVSIX Principal Investors Partners SmallCap Value Fund
Small Growth PPMNX Principal Investors Partners SmallCap Growth II Fund
LARGE GROWTH PDASX Principal Investors Partners LargeCap Growth II Fund
LARGE VALUE PVLIX Principal Investors Partners LargeCap Value Fund
FIXED INCOME
High Yield Bond RITFX American Funds Hi-Income Fund
Intermediate Government PMRIX Principal Investors Bond & Mortgage Securities Fund
Total Available Funds: 24
  • 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
REAL ESTATE
REAL ESTATE PREPX Principal Investors Real Estate Fund 77% 3 60 0 1.99% 1.98%
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds Perspective Fund 91% 3 60 0 1.47% 5.23%
Foreign Large Blend PTPPX Principal Investors Partners International Fund 88% 3 60 0 1.07% 3.17%
Others
Target Date 2050+ PPLIX Principal Investors LifeTime 2050 Fund 100% 3 60 0 1.04% 1.52%
Retirement Income PLSIX Principal Investors LifeTime Strategic Fund 84% 3 60 0 1.4% 4.59%
Target Date 2026-2030 PTCAX Principal Investors LifeTime 2030 Fund 50% 3 60 0 1.14% 5.64%
Target Date 2036-2040 PTDAX Principal Investors LifeTime 2040 Fund 48% 3 60 0 0.83% 6.82%
Target Date 2016-2020 PTBAX Principal Investors LifeTime 2020 Fund 44% 3 60 0 0.79% 6.8%
ROOT CASH Principal Investors Money Market Fund 0% 1 60 0 NA 2.6%
Target Date 2000-2010 PENAX Principal Investors LifeTime 2010 Fund 0% 3 60 0 0.72% 6.55%
US EQUITY
Mid-Cap Growth PGWIX Principal Investors Partners MidCap Growth Fund 84% 3 60 0 0.76% 0%
MID-CAP BLEND MPSIX Principal Investors S&P 400 Index Fund 82% 3 60 0 0.42% 1.32%
MID-CAP VALUE PVMIX Principal Investors Partners MidCap Value Fund 80% 3 60 0 0.7% 1.39%
LARGE BLEND PLFIX Principal Investors S&P 500 Index Fund 76% 3 60 0 0.52% 2.83%
LARGE BLEND PLIIX Principal Investors Partners LargeCap Blend Fund 74% 3 60 0 0.55% 4.09%
LARGE BLEND ANCFX American Funds Fundamental Investors Fund 52% 3 60 0 0.28% 3.39%
SMALL BLEND PSAPX Principal Investors S&P 600 Index Fund 37% 3 60 0 0.54% 0.1%
LARGE GROWTH RGAAX American Funds Growth Fund of American Fund, 35% 3 60 0 1.43% 9.55%
SMALL VALUE PVSIX Principal Investors Partners SmallCap Value Fund 0% 3 60 0 NA 0%
Small Growth PPMNX Principal Investors Partners SmallCap Growth II Fund 0% 3 60 0 1.76% 12.35%
LARGE GROWTH PDASX Principal Investors Partners LargeCap Growth II Fund 0% 3 60 0 1.75% 3.47%
LARGE VALUE PVLIX Principal Investors Partners LargeCap Value Fund 0% 3 60 0 0.46% 22.44%
FIXED INCOME
High Yield Bond RITFX American Funds Hi-Income Fund 89% 3 60 0 0.72% 5.62%
Intermediate Government PMRIX Principal Investors Bond & Mortgage Securities Fund 76% 3 60 0 0.67% 2.83%
Average Expense Ratio: 0.96%
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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 0.1% 8.4% 1.8% 4.7% 5.0% 6.3%

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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 11.7% 18.2% 1.4% 6.9% 5.6% 6.4%

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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:FMBL.OB)
The plan consists of 24 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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