MyPlanIQ 401k Investor CITY HOLDING COMPANY 401(k) Plan

CITY HOLDING COMPANY 401(k) Plan Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Blend RIMAX Federated Intercontinental Fund A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Short-Term Bond FSTYX Federated Short-Term Income Fund
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr Fund
LARGE VALUE CWMFX American Funds Washington Mutual Investor Fund
LARGE GROWTH ALGRX Alger Large Cap Growth Institutional Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Blend RIMAX Federated Intercontinental Fund A
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund
Moderate Allocation RLBFX American Funds American Balanced Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Short-Term Bond FSTYX Federated Short-Term Income Fund
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr Fund
LARGE VALUE CWMFX American Funds Washington Mutual Investor Fund
LARGE GROWTH ALGRX Alger Large Cap Growth Institutional Fund
LARGE BLEND FISPX Federated Max-Cap Index Fund
LARGE GROWTH CAFFX American Funds AMCAP Fund
Mid-Cap Growth KAUAX Federated Kaufmann Fund
Small Growth BSCFX Baron Small Cap Fund
LARGE BLEND CPAIX Federated Capital app Fund
Total Available Funds: 16
  • 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 Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 7.17%
Foreign Large Blend RIMAX Federated Intercontinental Fund A 0% 3 60 0 1.49% 1.76%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Fund 100% 3 60 0 0.6% 2.29%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Fund 100% 3 60 0 1.08% 3.38%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Fund 100% 3 60 0 0.78% 4.23%
Moderate Allocation RLBFX American Funds American Balanced Fund 78% 3 60 0 0.31% 1.97%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.34%
Short-Term Bond FSTYX Federated Short-Term Income Fund 84% 3 60 0 0.66% 3.62%
US EQUITY
LARGE VALUE FSTKX Federated Stock Tr Fund 98% 3 60 0 0.99% 0.96%
LARGE VALUE CWMFX American Funds Washington Mutual Investor Fund 83% 3 60 0 0.26% 1.19%
LARGE GROWTH ALGRX Alger Large Cap Growth Institutional Fund 77% 3 60 0 0.91% 0%
LARGE BLEND FISPX Federated Max-Cap Index Fund 77% 3 60 0 1.12% 0.81%
LARGE GROWTH CAFFX American Funds AMCAP Fund 72% 3 60 0 0.49% 0.53%
Mid-Cap Growth KAUAX Federated Kaufmann Fund 49% 3 60 0 2.51% 10.82%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 13.07%
LARGE BLEND CPAIX Federated Capital app Fund 0% 3 60 0 0.99% 1.77%
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 0.6% 11.8% 2.4% 5.3% 5.4% 6.0%

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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 10.2% 14.3% 5.0% 7.1% 6.6% 8.0%

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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:CHCO)
The plan consists of 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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