MyPlanIQ 401k Investor CAPITAL CITY BANK GROUP, INC. 401(k) Plan

CAPITAL CITY BANK GROUP, INC. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRREX DWS Reef Real Estate Securities Fund
REAL ESTATE TRREX T Rowe Price Real Estate Retail Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Funds
WORLD STOCK SMCWX American Funds Small-Cap Fund
Foreign Large Blend VDMIX Vanguard Developed Market Index Fund
Others
ROOT CASH Goldman Sachs Financial Square Prime Obligations
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Reinvestment
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund
Intermediate-Term Bond FTRBX Federated Total Return Bond
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RRREX DWS Reef Real Estate Securities Fund
REAL ESTATE TRREX T Rowe Price Real Estate Retail Shares
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Funds
WORLD STOCK SMCWX American Funds Small-Cap Fund
Foreign Large Blend VDMIX Vanguard Developed Market Index Fund
Others
ROOT CASH Goldman Sachs Financial Square Prime Obligations
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Reinvestment
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund
Intermediate-Term Bond FTRBX Federated Total Return Bond
High Yield Bond ARK American Funds High Income Fund
US EQUITY
LARGE BLEND VFINX Vanguard Index 500 Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
LARGE BLEND SLASX Selected American
MID-CAP BLEND RPFIX Royce Premier Investment
LARGE GROWTH VPMCX Vanguard Prime Obligation Fund
LARGE BLEND VTSMX Vanguard Total Stock Market
MID-CAP VALUE CMVIX Blackrock Mid-Cap Value Fund
LARGE BLEND RFNFX American Fundamental Growth Funds
LARGE BLEND GSELX Goldman Sachs Structured U.S. Equity Fund
LARGE GROWTH AGTHX Growth Fund of Americ
Mid-Cap Growth VGRDX Van Kampen Mid-Cap Growth
LARGE VALUE VCEAX Van Kampen Funds Equity Fund
SMALL BLEND KDSIX DWS Dreman Small Cap Fund
Total Available Funds: 23
  • 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 RRREX DWS Reef Real Estate Securities Fund 81% 3 60 0 0.61% 1.73%
REAL ESTATE TRREX T Rowe Price Real Estate Retail Shares 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Funds 94% 3 60 0 0.84% 1.86%
WORLD STOCK SMCWX American Funds Small-Cap Fund 63% 3 60 0 0.66% 0%
Foreign Large Blend VDMIX Vanguard Developed Market Index Fund 0% 3 60 0 0.2% 0%
Others
ROOT CASH Goldman Sachs Financial Square Prime Obligations 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Reinvestment 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond DBIRX Dreyfus Bond Market Index Fund 95% 3 60 0 0.4% 3.44%
Intermediate-Term Bond FTRBX Federated Total Return Bond 90% 3 60 0 0.94% 3.26%
High Yield Bond ARK American Funds High Income Fund 0% 3 60 0 NA 0%
US EQUITY
LARGE BLEND VFINX Vanguard Index 500 Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 97% 3 60 0 0.04% 1.35%
LARGE BLEND SLASX Selected American 97% 3 60 0 0.99% 0.75%
MID-CAP BLEND RPFIX Royce Premier Investment 96% 3 60 0 2.24% 7.07%
LARGE GROWTH VPMCX Vanguard Prime Obligation Fund 95% 3 60 0 0.31% 7.81%
LARGE BLEND VTSMX Vanguard Total Stock Market 94% 3 60 0 0.03% 1.26%
MID-CAP VALUE CMVIX Blackrock Mid-Cap Value Fund 88% 3 60 0 0.87% 0.22%
LARGE BLEND RFNFX American Fundamental Growth Funds 88% 3 60 0 0.6% 1.27%
LARGE BLEND GSELX Goldman Sachs Structured U.S. Equity Fund 66% 3 60 0 0.55% 2.06%
LARGE GROWTH AGTHX Growth Fund of Americ 41% 3 60 0 0.3% 0%
Mid-Cap Growth VGRDX Van Kampen Mid-Cap Growth 0% 3 60 0 0.91% 0%
LARGE VALUE VCEAX Van Kampen Funds Equity Fund 0% 3 60 0 NA NA
SMALL BLEND KDSIX DWS Dreman Small Cap Fund 0% 3 60 0 0.89% 10.54%
Average Expense Ratio: 0.63%
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Related Retirement Plans
CAPITAL CITY BANK GROUP, INC. RETIREMENT PLAN
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*
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:CCBG)
The plan consists of 23 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, REITs, Fixed Income and Foreign Equity.

This plan was created based on Arizona Board of Regents Optional Retiremetn Plan performance evaluation report.  The Arizona Board of Regents is the governing board for the state’s public universities: Arizona State University, Northern Arizona University, and the University of Arizona.

 



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