MyPlanIQ 401k Investor BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN

BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap Fd
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor Fund
WORLD STOCK WAGOX Wasatch Global Opportunities Retail
Foreign Large Blend HIINX Harbor International Fd Investor
Others
Nontraditional Bond JSOAX JP Morgan Strategic Income Opportunities Fund A
Moderate Allocation WEBAX GAMCO Westwood Balanced AAA
Natural Resources RSNRX RS Global Natural Resources A
US EQUITY
LARGE BLEND OAKMX Oakmark I
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund Class T
MID-CAP BLEND RSVAX RS Value Fund Cl A
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap Fd
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor Fund
WORLD STOCK WAGOX Wasatch Global Opportunities Retail
Foreign Large Blend HIINX Harbor International Fd Investor
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies Fund
Foreign Large Growth WBIGX William Blair International Growth N
Others
Nontraditional Bond JSOAX JP Morgan Strategic Income Opportunities Fund A
Moderate Allocation WEBAX GAMCO Westwood Balanced AAA
Natural Resources RSNRX RS Global Natural Resources A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Spec Minerals Cl A
ROOT CASH Fidelity Money Market
US EQUITY
LARGE BLEND OAKMX Oakmark I
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund Class T
MID-CAP BLEND RSVAX RS Value Fund Cl A
LARGE GROWTH RYOCX Rydex Nasdaq-100 Investor
LARGE GROWTH NFEPX Columbia Marsico Focused Equity Z
Small Growth WAAEX Wasatch Small Cap Growth
LARGE GROWTH RGAFX American Growth Fund of Amerca CL R4
MID-CAP VALUE HMVAX Hartford Mid Cap Class A
LARGE BLEND FSMKX Spartan 500 Index Fd Investor Class
SMALL BLEND WFSVX Wells Fargo Small Cap Value Fd Cl A
LARGE VALUE ICSLX Mainstay ICAP Select Equity
FIXED INCOME
Inflation-Protected Bond ACITX American Century Inflation Adj Treas
Intermediate-Term Bond PTRAX PIMCO Total Return Administrative
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS WAEMX Wasatch Emerging Markets Small Cap Fd 66% 1 60 0 1.91% 0%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares Inc 76% 1 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA MAPIX Matthews Asia Dividend Investor Fund 76% 1 60 0 1.02% 0.88%
WORLD STOCK WAGOX Wasatch Global Opportunities Retail 70% 1 60 0 1.35% 0%
Foreign Large Blend HIINX Harbor International Fd Investor 60% 1 60 0 0.69% 2.63%
PACIFIC/ASIA EX-JAPAN STK MSMLX Matthews Asia Small Companies Fund 59% 1 60 0 1.35% 8.5%
Foreign Large Growth WBIGX William Blair International Growth N 36% 1 60 0 0.99% 3.46%
Others
Nontraditional Bond JSOAX JP Morgan Strategic Income Opportunities Fund A 99% 1 60 0 0.75% 4.48%
Moderate Allocation WEBAX GAMCO Westwood Balanced AAA 42% 1 60 0 2.16% 3.72%
Natural Resources RSNRX RS Global Natural Resources A 42% 1 60 0 1.48% 0.86%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Spec Minerals Cl A 29% 1 60 0 1.31% 0%
ROOT CASH Fidelity Money Market 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND OAKMX Oakmark I 99% 1 60 0 0.63% 0.98%
MID-CAP VALUE JMCVX Perkins Mid Cap Value Fund Class T 98% 1 60 0 0.91% 1%
MID-CAP BLEND RSVAX RS Value Fund Cl A 91% 1 60 0 1.3% 6.42%
LARGE GROWTH RYOCX Rydex Nasdaq-100 Investor 91% 1 60 0 1.49% 5.82%
LARGE GROWTH NFEPX Columbia Marsico Focused Equity Z 76% 1 60 0 0.8% 0%
Small Growth WAAEX Wasatch Small Cap Growth 76% 1 60 0 1.06% 0%
LARGE GROWTH RGAFX American Growth Fund of Amerca CL R4 75% 1 60 0 0.63% 0.75%
MID-CAP VALUE HMVAX Hartford Mid Cap Class A 57% 1 60 0 0.77% 6.71%
LARGE BLEND FSMKX Spartan 500 Index Fd Investor Class 0% 1 60 0 NA NA
SMALL BLEND WFSVX Wells Fargo Small Cap Value Fd Cl A 0% 1 60 0 0.88% 0%
LARGE VALUE ICSLX Mainstay ICAP Select Equity 0% 1 60 0 0.9% 0%
FIXED INCOME
Inflation-Protected Bond ACITX American Century Inflation Adj Treas 92% 1 60 0 0.76% 4.48%
Intermediate-Term Bond PTRAX PIMCO Total Return Administrative 66% 1 60 0 0.8% 4.94%
Average Expense Ratio: 1.08%
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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 -0.8% 10.4% 1.4% 6.9% 5.7% 8.3%

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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*
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
The plan consists of 25 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, REITs, US Equity, Foreign Equity and Emerging Market Equity.


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