MyPlanIQ 401k Investor FIRST MERCHANTS CORPORATION RETIREMENT INCOME AND SAVINGS PLAN

FIRST MERCHANTS CORPORATION RETIREMENT INCOME AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Foreign Large Blend RERFX American Funds Europacific Fund
Foreign Large Value TFEQX Templeton Foreign Fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
High Yield Bond RITFX American Funds High Income Tr Fund
WORLD BOND CWBFX American Funds Capital World Bond
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund
Foreign Large Blend RERFX American Funds Europacific Fund
Foreign Large Value TFEQX Templeton Foreign Fund
FOREIGN SMALL/MID GROWTH ISCIX Federated International Small-Mid Co Fund
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund
ROOT CASH Federated Government Obligations Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
High Yield Bond RITFX American Funds High Income Tr Fund
WORLD BOND CWBFX American Funds Capital World Bond
LONG GOVERNMENT FEDBX Federated U.S. Government Fund
US EQUITY
Small Growth PSGIX Blackrock Small Cap Growth Fund
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Equity Fund
LARGE VALUE MEIIX MFS Value Fund
SMALL BLEND SMEIX AIM Small Cap Equity Fund
LARGE BLEND MITIX MFS Massachusetts Investors Tr Fund
LARGE GROWTH RAFFX American Funds Amcap Fund
SMALL VALUE FVFRX Franklin Small Cap Value Fund
Mid-Cap Growth FRSLX First American Mid Cap Growth Opportunity Fund
MID-CAP BLEND FMCYX First American Mid Cap Index Fund
LARGE BLEND FAEIX First American Equity Index Fund
Total Available Funds: 29
  • 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 IARIX AIM Real Estate Fund 78% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Advisor Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Blend RERFX American Funds Europacific Fund 94% 3 60 0 0.84% 1.86%
Foreign Large Value TFEQX Templeton Foreign Fund 86% 3 60 0 0.97% 7.62%
FOREIGN SMALL/MID GROWTH ISCIX Federated International Small-Mid Co Fund 74% 3 60 0 0.99% 0.94%
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 Fund 94% 3 60 0 1.11% 1.99%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 Fund 93% 3 60 0 1.03% 2.39%
Target Date 2050+ FFFPX Fidelity Advisor Freedom 2050 Fund 93% 3 60 0 1% 1.79%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 Fund 92% 3 60 0 1.07% 2.15%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 Fund 91% 3 60 0 0.96% 1.9%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 Fund 90% 3 60 0 1.25% 1.93%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 Fund 89% 3 60 0 1.16% 1.8%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 Fund 88% 3 60 0 1.24% 1.17%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 Fund 85% 3 60 0 0.73% 2.62%
ROOT CASH Federated Government Obligations Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
High Yield Bond RITFX American Funds High Income Tr Fund 89% 3 60 0 0.72% 6.72%
WORLD BOND CWBFX American Funds Capital World Bond 63% 3 60 0 0.99% 2.3%
LONG GOVERNMENT FEDBX Federated U.S. Government Fund 0% 3 60 0 1.31% 0.43%
US EQUITY
Small Growth PSGIX Blackrock Small Cap Growth Fund 93% 3 60 0 1% 0.25%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Equity Fund 93% 3 60 0 1.18% 0.54%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.54%
SMALL BLEND SMEIX AIM Small Cap Equity Fund 89% 3 60 0 1.01% 0%
LARGE BLEND MITIX MFS Massachusetts Investors Tr Fund 87% 3 60 0 0.7% 1.02%
LARGE GROWTH RAFFX American Funds Amcap Fund 72% 3 60 0 0.49% 3.69%
SMALL VALUE FVFRX Franklin Small Cap Value Fund 52% 3 60 0 1.42% 0.14%
Mid-Cap Growth FRSLX First American Mid Cap Growth Opportunity Fund 40% 3 60 0 0.92% 0%
MID-CAP BLEND FMCYX First American Mid Cap Index Fund 0% 3 60 0 1.01% 2.63%
LARGE BLEND FAEIX First American Equity Index Fund 0% 3 60 0 0.61% 1.91%
Average Expense Ratio: 0.97%
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Related Retirement Plans
FIRST MERCHANTS CORPORATION RETIREMENT INCOME AND SAVINGS PLAN
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 -0.3% 8.8% 3.2% 6.2% 4.4% 6.7%

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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:FRME)
The plan consists of 30 funds. It covers 4 major asset classes and 27 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


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