MyPlanIQ 401k Investor CITIZENS REPUBLIC BANCORP 401(k) PLAN

CITIZENS REPUBLIC BANCORP 401(k) PLAN Investment Model Portfolios

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CITIZENS REPUBLIC BANCORP 401(K) PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS DFETX DFA Emerging Mkts Core Equity
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Foreign Large Value DFIEX DFA US Core Equity
Foreign Large Blend DFSPX DFA International Core Equity
Others
Moderate Allocation ABALX American Balanced Fund Class A
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard interm Term Bond
Intermediate-Term Bond PDBAX Prudential Core Plus Bond/Reams Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Institutional
LARGE BLEND VINIX Vanguard Institutional Index
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities
Emerging Market
DIVERSIFIED EMERGING MKTS DFETX DFA Emerging Mkts Core Equity
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund
Foreign Large Value DFIEX DFA US Core Equity
Foreign Large Blend DFSPX DFA International Core Equity
Foreign Large Blend VGTSX Vanguard Total International Stk Index
Foreign Large Value PISAX Prudential International Val/LSV Asset Mgt
Others
Moderate Allocation ABALX American Balanced Fund Class A
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard interm Term Bond
Intermediate-Term Bond PDBAX Prudential Core Plus Bond/Reams Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Institutional
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth THGRX Thornburg Core Growth R5
Small Growth BSCFX Baron Small Cap
LARGE BLEND PTMAX Prudential Large Cap Val/LSV Asset Mgt
SMALL VALUE PZVAX Prudential Small Cap Val/Kennedy Fund
MID-CAP VALUE SCGMX Goldman Sachs Mid Cap Institutional
Total Available Funds: 19
  • 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 DFREX DFA Real Estate Securities 72% 3 60 0 0.18% 2.64%
Emerging Market
DIVERSIFIED EMERGING MKTS DFETX DFA Emerging Mkts Core Equity 92% 3 60 0 0.37% 3.25%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.9% 0.9%
Foreign Large Value DFIEX DFA US Core Equity 74% 3 60 0 0.23% 1.99%
Foreign Large Blend DFSPX DFA International Core Equity 72% 3 60 0 0.25% 1.82%
Foreign Large Blend VGTSX Vanguard Total International Stk Index 16% 3 60 0 0.08% 3.03%
Foreign Large Value PISAX Prudential International Val/LSV Asset Mgt 0% 3 60 0 1.85% 0%
Others
Moderate Allocation ABALX American Balanced Fund Class A 43% 3 60 0 0.31% 2.6%
FIXED INCOME
Intermediate-Term Bond VBIIX Vanguard interm Term Bond 100% 3 60 0 0.07% 3.54%
Intermediate-Term Bond PDBAX Prudential Core Plus Bond/Reams Fund 58% 3 60 0 1.01% 4.39%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.35%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Institutional 98% 3 60 0 0.04% 1.59%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 2.64%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 9.13%
Mid-Cap Growth THGRX Thornburg Core Growth R5 74% 3 60 0 1.36% 0%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 13.08%
LARGE BLEND PTMAX Prudential Large Cap Val/LSV Asset Mgt 27% 3 60 0 1.2% 0.74%
SMALL VALUE PZVAX Prudential Small Cap Val/Kennedy Fund 0% 3 60 0 1.68% 0%
MID-CAP VALUE SCGMX Goldman Sachs Mid Cap Institutional 0% 3 60 0 NA 13.95%
Average Expense Ratio: 0.64%
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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% 5.0% 1.1% 4.8% 5.1% 6.2%

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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*
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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% 4.3% -0.3% 4.2% 3.9% 5.3%

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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:CRBC)
The plan consists of 21 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.


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