MyPlanIQ 401k Investor FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS PLAN

FIDELITY SOUTHERN CORPORATION TAX DEFERRED 401(k) SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Investment Partners Inc. Virtus Real Estate Securities Fund Class 1
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Colombia Funds Colombia Acorn International Select Class Z
Foreign Large Blend RERFX American Funds Europacific Growth Fund Class R-5 Shares
Foreign Large Blend HRINX Harbor Capital Advisors Inc. Harbor International Fund International Class
Others
Target Date 2021-2025 VTTVX Vanguard Group Inc. Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Group Inc. Vanguard Target rtmt 2045 Fund
Target Date 2031-2035 VTTHX Vanguard Group Inc. Vanguard Target rtmt 2035 Fund
US EQUITY
LARGE BLEND OAKMX Oakmark Family of Funds Harris Associates Investment Tr Oakmark
Small Growth BCSIX Nottingham Investment Tr II Brown Capital Management Small Co Fund
MID-CAP VALUE JAMVX Janus Investment Fund Perkins Mid Cap Value Fund Class J
Total Available Funds: 25
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PHRIX Virtus Investment Partners Inc. Virtus Real Estate Securities Fund Class 1
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Colombia Funds Colombia Acorn International Select Class Z
Foreign Large Blend RERFX American Funds Europacific Growth Fund Class R-5 Shares
Foreign Large Blend HRINX Harbor Capital Advisors Inc. Harbor International Fund International Class
Others
Target Date 2021-2025 VTTVX Vanguard Group Inc. Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Group Inc. Vanguard Target rtmt 2045 Fund
Target Date 2031-2035 VTTHX Vanguard Group Inc. Vanguard Target rtmt 2035 Fund
Moderate Allocation VGSTX Vanguard Group Inc. Vanguard STAR Funds Total International
Target Date 2050+ VFIFX Vanguard Group Inc. Vanguard Target rtmt 2050 Fund
Target Date 2036-2040 VFORX Vanguard Group Inc. Vanguard Target rtmt 2040 Fund
Target Date 2026-2030 VTHRX Vanguard Group Inc. Vanguard Target rtmt 2030 Fund
Target Date 2016-2020 VTWNX Vanguard Group Inc. Vanguard Target rtmt 2020 Fund
Target Date 2000-2010 VTENX Vanguard Group Inc. Vanguard Target rtmt 2010 Fund
Target Date 2011-2015 VTXVX Vanguard Group Inc. Vanguard Target rtmt 2015 Fund
ROOT CASH M I Investment Management Corporation Marshall Prime Money Mkt Fund
US EQUITY
LARGE BLEND OAKMX Oakmark Family of Funds Harris Associates Investment Tr Oakmark
Small Growth BCSIX Nottingham Investment Tr II Brown Capital Management Small Co Fund
MID-CAP VALUE JAMVX Janus Investment Fund Perkins Mid Cap Value Fund Class J
SMALL VALUE JSCOX Janus Investment Fund Perkins Small Cap Value Fund Class J
MID-CAP BLEND NMPAX Colombia Funds Colombia Mid Cap Index Fund Class Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer income Class R5
Mid-Cap Growth ATHAX American Century Mutual Funds Inc. Heritage Fund Investor Class Shares
LARGE BLEND FSMKX Fidelity Management Research Co. Spartan 500 Index Fund Investor Class
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class Shares
SHORT GOVERNMENT STABLEVALUE M I Investment Management Corporation M I Employee Benefit Stable Principal Fund
Total Available Funds: 25
  • 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 PHRIX Virtus Investment Partners Inc. Virtus Real Estate Securities Fund Class 1 58% 3 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Colombia Funds Colombia Acorn International Select Class Z 100% 3 60 0 0.99% 0%
Foreign Large Blend RERFX American Funds Europacific Growth Fund Class R-5 Shares 94% 3 60 0 0.84% 1.86%
Foreign Large Blend HRINX Harbor Capital Advisors Inc. Harbor International Fund International Class 60% 3 60 0 0.69% 2.68%
Others
Target Date 2021-2025 VTTVX Vanguard Group Inc. Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Group Inc. Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX Vanguard Group Inc. Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Moderate Allocation VGSTX Vanguard Group Inc. Vanguard STAR Funds Total International 84% 3 60 0 0.31% 7.45%
Target Date 2050+ VFIFX Vanguard Group Inc. Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Group Inc. Vanguard Target rtmt 2040 Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Group Inc. Vanguard Target rtmt 2030 Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Group Inc. Vanguard Target rtmt 2020 Fund 66% 3 60 0 0.08% 4.48%
Target Date 2000-2010 VTENX Vanguard Group Inc. Vanguard Target rtmt 2010 Fund 0% 3 60 0 0.17% 0%
Target Date 2011-2015 VTXVX Vanguard Group Inc. Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
ROOT CASH M I Investment Management Corporation Marshall Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND OAKMX Oakmark Family of Funds Harris Associates Investment Tr Oakmark 99% 3 60 0 0.63% 0.98%
Small Growth BCSIX Nottingham Investment Tr II Brown Capital Management Small Co Fund 97% 3 60 0 1.25% 9.63%
MID-CAP VALUE JAMVX Janus Investment Fund Perkins Mid Cap Value Fund Class J 89% 3 60 0 0.91% 3.68%
SMALL VALUE JSCOX Janus Investment Fund Perkins Small Cap Value Fund Class J 83% 3 60 0 1.36% 9.94%
MID-CAP BLEND NMPAX Colombia Funds Colombia Mid Cap Index Fund Class Z 80% 3 60 0 0.2% 1.25%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer income Class R5 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth ATHAX American Century Mutual Funds Inc. Heritage Fund Investor Class Shares 64% 3 60 0 0.01% 0%
LARGE BLEND FSMKX Fidelity Management Research Co. Spartan 500 Index Fund Investor Class 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund Institutional Class Shares 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE M I Investment Management Corporation M I Employee Benefit Stable Principal Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.52%
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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 0.7% 10.3% 1.3% 5.1% 4.6% 7.5%

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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:LION)
The plan consists of 25 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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