MyPlanIQ 401k Investor MAINSOURCE FINANCIAL GROUP, INC. 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN

MAINSOURCE FINANCIAL GROUP, INC. 401(k) AND EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds Emerging Mkts Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5
Others
Target Date 2021-2025 VTTVX Vanguard Funds Target rtmt 2025
Target Date 2031-2035 VTTHX Vanguard Funds Target rtmt 2035
Target Date 2011-2015 VTXVX Vanguard Funds Target rtmt 2015
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Funds Total Stock Mkt Index
Small Growth BUFSX Buffalo Funds Buffalo Small Cap
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Z
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds Emerging Mkts Equity Instl
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5
Others
Target Date 2021-2025 VTTVX Vanguard Funds Target rtmt 2025
Target Date 2031-2035 VTTHX Vanguard Funds Target rtmt 2035
Target Date 2011-2015 VTXVX Vanguard Funds Target rtmt 2015
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
US EQUITY
LARGE BLEND VTSMX Vanguard Funds Total Stock Mkt Index
Small Growth BUFSX Buffalo Funds Buffalo Small Cap
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Z
SMALL BLEND PRSVX T. Rowe Price Retirement Small-Cap Value Fund
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund
LARGE GROWTH RGACX American Funds Growth Fund of Amer R-3
LARGE BLEND CPAIX Federated Capital Preservation Fund
Total Available Funds: 13
  • 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 LZEMX Lazard Funds Emerging Mkts Equity Instl 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth R5 94% 3 60 0 0.84% 1.86%
Others
Target Date 2021-2025 VTTVX Vanguard Funds Target rtmt 2025 97% 3 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX Vanguard Funds Target rtmt 2035 96% 3 60 0 0.08% 2.34%
Target Date 2011-2015 VTXVX Vanguard Funds Target rtmt 2015 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.26%
US EQUITY
LARGE BLEND VTSMX Vanguard Funds Total Stock Mkt Index 94% 3 60 0 0.03% 1.26%
Small Growth BUFSX Buffalo Funds Buffalo Small Cap 92% 3 60 0 1.01% 0%
Mid-Cap Growth PEGZX Jennison Mid-Cap Growth Z 89% 3 60 0 1.08% 3.11%
SMALL BLEND PRSVX T. Rowe Price Retirement Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
MID-CAP BLEND FMDCX Federated Mid Cap Index Fund 79% 3 60 0 0.32% 11.71%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R-3 37% 3 60 0 0.3% 0%
LARGE BLEND CPAIX Federated Capital Preservation Fund 0% 3 60 0 0.99% 0%
Average Expense Ratio: 0.61%
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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(Ticker:MSFG)
The plan consists of 14 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.
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