MyPlanIQ FERRELL COMPANIES INC. 401K INVESTMENT PLAN

FERRELL COMPANIES INC. 401K INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Retirement Income JSRAX JPMorgan Trust I: JPMorgan SmartRetirement Income Fund; Class A Shares
Moderate Allocation OARBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class II Shares
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares
US EQUITY
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE VALUE TWEAX American Century Capital Portfolios
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares
Others
Retirement Income JSRAX JPMorgan Trust I: JPMorgan SmartRetirement Income Fund; Class A Shares
Moderate Allocation OARBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class II Shares
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares
US EQUITY
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE VALUE TWEAX American Century Capital Portfolios
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 9
  • 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 HAINX Harbor Funds: Harbor International Fund; Institutional Class Shares 99% 3 60 0 1.02% 3.47%
Others
Retirement Income JSRAX JPMorgan Trust I: JPMorgan SmartRetirement Income Fund; Class A Shares 42% 3 60 0 0.86% 2.35%
Moderate Allocation OARBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class II Shares 0% 3 60 0 0.99% 0.66%
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares 97% 3 60 0 0.39% 3.79%
Inflation-Protected Bond AIAVX American Century Government Income Trust: Inflation-Adjusted Bond Fund; Class A Shares 60% 3 60 0 0.21% 6%
US EQUITY
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares 94% 3 60 0 1.26% 0.73%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 1.65%
LARGE VALUE TWEAX American Century Capital Portfolios 44% 3 60 0 0.59% 8.62%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
Average Expense Ratio: 0.73%
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Related Retirement Plans
FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN
Model Portfolios

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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