MyPlanIQ 401k Investor THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN

THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Small World Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Growth AIEVX AIM International Growth Fund
Others
Moderate Allocation MSFJX MFS Total Return Fund
Moderate Allocation RLBFX American Funds American Balanced Fund
Moderate Allocation ABWIX AllianceBernstein Balanced Fund
FIXED INCOME
Short-Term Bond PTLDX Pimco Low Duration Fund
Intermediate Government FUSAX Franklin U.S. Government Securities Fund
Intermediate-Term Bond RBFFX American Funds The Bond Fund of Amer
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Small World Class A
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Foreign Large Growth AIEVX AIM International Growth Fund
WORLD STOCK AGTIX AllianceBernstein Global Thematic Growth Fund
Others
Moderate Allocation MSFJX MFS Total Return Fund
Moderate Allocation RLBFX American Funds American Balanced Fund
Moderate Allocation ABWIX AllianceBernstein Balanced Fund
Technology SCMIX Seligman Communications Information Fund
ROOT CASH Cash Noninterest-bearing cash
FIXED INCOME
Short-Term Bond PTLDX Pimco Low Duration Fund
Intermediate Government FUSAX Franklin U.S. Government Securities Fund
Intermediate-Term Bond RBFFX American Funds The Bond Fund of Amer
Intermediate Government FGOAX Federated Government Obligations Fund
US EQUITY
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund
Mid-Cap Growth FSGAX Franklin Small Mid Cap Growth Fund
LARGE GROWTH RAFFX American Funds AMCAP Fund
LARGE BLEND ANCFX American Funds Fundamental Investors Fund
MID-CAP VALUE PCMRX Pioneer Mid cap Value Fund
LARGE GROWTH AGTHX American Funds The Growth Fund of Amer
LARGE BLEND AIVSX American Funds The Investment Company of Amer Fund
LARGE GROWTH VIDSX Victory Diversified Stock Fund
Total Available Funds: 22
  • 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 NEWFX American Funds Small World Class A 54% 3 60 0 1.03% 2.55%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg International Value Fund 94% 3 60 0 1.36% 2.46%
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 3.95%
Foreign Large Growth AIEVX AIM International Growth Fund 93% 3 60 0 1.27% 1.96%
WORLD STOCK AGTIX AllianceBernstein Global Thematic Growth Fund 89% 3 60 0 0.77% 0.26%
Others
Moderate Allocation MSFJX MFS Total Return Fund 83% 3 60 0 0.39% 6.52%
Moderate Allocation RLBFX American Funds American Balanced Fund 78% 3 60 0 0.31% 2.83%
Moderate Allocation ABWIX AllianceBernstein Balanced Fund 76% 3 60 0 1.42% 1.56%
Technology SCMIX Seligman Communications Information Fund 64% 3 60 0 1.43% 5.06%
ROOT CASH Cash Noninterest-bearing cash 0% 1 60 0 NA 2.67%
FIXED INCOME
Short-Term Bond PTLDX Pimco Low Duration Fund 90% 3 60 0 1.05% 3.75%
Intermediate Government FUSAX Franklin U.S. Government Securities Fund 80% 3 60 0 1.12% 3.61%
Intermediate-Term Bond RBFFX American Funds The Bond Fund of Amer 75% 3 60 0 0.33% 3.91%
Intermediate Government FGOAX Federated Government Obligations Fund 0% 3 60 0 1.76% 2.31%
US EQUITY
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund 92% 3 60 0 1.75% 8.36%
Mid-Cap Growth FSGAX Franklin Small Mid Cap Growth Fund 73% 3 60 0 0.85% 0%
LARGE GROWTH RAFFX American Funds AMCAP Fund 71% 3 60 0 0.49% 4.02%
LARGE BLEND ANCFX American Funds Fundamental Investors Fund 53% 3 60 0 0.28% 6.28%
MID-CAP VALUE PCMRX Pioneer Mid cap Value Fund 48% 3 60 0 0.89% 6.87%
LARGE GROWTH AGTHX American Funds The Growth Fund of Amer 41% 3 60 0 0.3% 8.05%
LARGE BLEND AIVSX American Funds The Investment Company of Amer Fund 38% 3 60 0 0.27% 5.46%
LARGE GROWTH VIDSX Victory Diversified Stock Fund 0% 3 60 0 0.61% 25.13%
Average Expense Ratio: 0.88%
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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 5.4% 11.0% 1.9% 6.2% 5.0% 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:HD)
The plan consists of 23 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

The Home Depot, Inc., together with its subsidiaries, operates as a home improvement retailer.



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