MyPlanIQ FEDERATED MUTUAL INSURANCE COMPANY 401K PLAN AND TRUST

FEDERATED MUTUAL INSURANCE COMPANY 401K PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend AEGFX EuroPacific Growth Fund; Class F-1 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2016-2020 STPBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Class B Shares
Target Date 2041-2045 WFQPX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2045 Fund; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Funds Trust: Wells Fargo Advantage Core Bond Fund; Class A Shares
US EQUITY
Small Growth NVSOX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Opportunities Fund; Administrator Class Shares
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend AEGFX EuroPacific Growth Fund; Class F-1 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2016-2020 STPBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Class B Shares
Target Date 2041-2045 WFQPX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2045 Fund; Institutional Class Shares
Target Date 2000-2010 STNRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Class A Shares
Conservative Allocation NVMBX Wells Fargo Funds Trust: Wells Fargo Advantage Moderate Balanced Fund; Administrator Class Shares
Target Date 2021-2025 WFGYX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2025 Fund; Investor Class Shares
Target Date 2036-2040 STFRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Class A Shares
Target Date 2026-2030 SGPBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Class B Shares
Target Date 2011-2015 WFFFX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Administrator Class Shares
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Funds Trust: Wells Fargo Advantage Core Bond Fund; Class A Shares
US EQUITY
Small Growth NVSOX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Opportunities Fund; Administrator Class Shares
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE ACGQX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class R5 Shares
LARGE BLEND NVDAX Wells Fargo Funds Trust: Wells Fargo Advantage Diversified Equity Fund; Class A Shares
Total Available Funds: 20
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend AEGFX EuroPacific Growth Fund; Class F-1 Shares 58% 3 60 0 0.9% 3.63%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 58% 3 60 0 0.9% 3.64%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Target Date 2016-2020 STPBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2020 Fund; Class B Shares 0% 3 60 0 1.76% 0%
Target Date 2041-2045 WFQPX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2045 Fund; Institutional Class Shares 0% 3 60 0 0.6% 1.98%
Target Date 2000-2010 STNRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2010 Fund; Class A Shares 0% 3 60 0 1.35% 1.64%
Conservative Allocation NVMBX Wells Fargo Funds Trust: Wells Fargo Advantage Moderate Balanced Fund; Administrator Class Shares 0% 3 60 0 0.8% 1.87%
Target Date 2021-2025 WFGYX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2025 Fund; Investor Class Shares 0% 3 60 0 0.91% 0%
Target Date 2036-2040 STFRX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2040 Fund; Class A Shares 0% 3 60 0 0.49% 1.48%
Target Date 2026-2030 SGPBX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2030 Fund; Class B Shares 0% 3 60 0 1.77% 0%
Target Date 2011-2015 WFFFX Wells Fargo Funds Trust: Wells Fargo Advantage Dow Jones Target 2015 Fund; Administrator Class Shares 0% 3 60 0 0.6% 1.65%
FIXED INCOME
Intermediate-Term Bond MBFAX Wells Fargo Funds Trust: Wells Fargo Advantage Core Bond Fund; Class A Shares 63% 3 60 0 0.33% 3.47%
US EQUITY
Small Growth NVSOX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Opportunities Fund; Administrator Class Shares 96% 3 60 0 0.92% 0.11%
MID-CAP VALUE FLMVX JP Morgan Fleming Mutual Fund Group 86% 3 60 0 1.14% 1.22%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 3 60 0 0.02% 1.37%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE VALUE ACGQX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Growth & Income Fund; Class R5 Shares 22% 3 60 0 0.53% 1.56%
LARGE BLEND NVDAX Wells Fargo Funds Trust: Wells Fargo Advantage Diversified Equity Fund; Class A Shares 0% 3 60 0 1.25% 0.27%
Average Expense Ratio: 0.78%
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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*
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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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