MyPlanIQ 401k Investor M/I Homes, Inc. 401(k) Profit Sharing Plan

M/I Homes, Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend JIEIX Artio International Equity Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
Small Growth VISGX Vanguard Small Cap Growth Index Fund
MID-CAP VALUE JMVSX JP Morgan Mid-Cap Value Select
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
Intermediate-Term Bond SDFIX Dreyfus/Standish Fixed Income Fund
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend JIEIX Artio International Equity Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
Small Growth VISGX Vanguard Small Cap Growth Index Fund
MID-CAP VALUE JMVSX JP Morgan Mid-Cap Value Select
Mid-Cap Growth HLGEX JP Morgan Diversified Mid-Cap Growth Select
LARGE BLEND HLEIX JP Morgan Equity Index Select
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
Intermediate-Term Bond SDFIX Dreyfus/Standish Fixed Income Fund
Total Available Funds: 11
  • 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 Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend JIEIX Artio International Equity Fund 93% 3 60 0 0.9% 7.06%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 1.97%
Small Growth VISGX Vanguard Small Cap Growth Index Fund 100% 3 60 0 0.07% 0.54%
MID-CAP VALUE JMVSX JP Morgan Mid-Cap Value Select 85% 3 60 0 1.14% 1.1%
Mid-Cap Growth HLGEX JP Morgan Diversified Mid-Cap Growth Select 81% 3 60 0 1.14% 0%
LARGE BLEND HLEIX JP Morgan Equity Index Select 77% 3 60 0 0.2% 1.24%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 16% 3 60 0 NA 27.03%
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund 16% 3 60 0 NA 27.03%
Intermediate-Term Bond SDFIX Dreyfus/Standish Fixed Income Fund 0% 3 60 0 0.56% 1.85%
Average Expense Ratio: 0.63%
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Related Retirement Plans
M/I HOMES, INC. 401(K) PROFIT SHARING 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 6.8% 17.7% 7.3% 9.1% 6.3% 8.9%

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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:MHO)
The plan consists of 12 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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