MyPlanIQ 401k Investor Home Federal Savings Bank Employees Savings and Profit Sharing Plan

Home Federal Savings Bank Employees Savings and Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Fund A
Others
Conservative Allocation VWIAX Vanguard Wellesley
ROOT CASH TD Bank USA Money Market Account
ROOT CASH TD Bank USA Institutional Money Market
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Government Securities Fund
ULTRASHORT BOND NVSAX Galliard/Wells Fargo Stable Value Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP BLEND RPFIX Royce Premier
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Europacific Fund A
Others
Conservative Allocation VWIAX Vanguard Wellesley
ROOT CASH TD Bank USA Money Market Account
ROOT CASH TD Bank USA Institutional Money Market
ROOT CASH Fidelity Advisor Daily Prime Money
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Government Securities Fund
ULTRASHORT BOND NVSAX Galliard/Wells Fargo Stable Value Fund
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
MID-CAP VALUE VMVIX Vanguard Mid Cap Index
MID-CAP BLEND RPFIX Royce Premier
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Advisors
LARGE GROWTH AMCPX American Funds AMCAP Fund A
LARGE GROWTH AGTHX American Funds Growth Fund A
Total Available Funds: 14
  • 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 Blend AEPGX American Funds Europacific Fund A 57% 3 60 0 0.9% 3.58%
Others
Conservative Allocation VWIAX Vanguard Wellesley 91% 3 60 0 0.16% 4.92%
ROOT CASH TD Bank USA Money Market Account 0% 1 60 0 NA 2.67%
ROOT CASH TD Bank USA Institutional Money Market 0% 1 60 0 NA 2.67%
ROOT CASH Fidelity Advisor Daily Prime Money 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Government Securities Fund 87% 3 60 0 0.84% 3.8%
ULTRASHORT BOND NVSAX Galliard/Wells Fargo Stable Value Fund 0% 3 60 0 NA 0.2%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.57%
MID-CAP VALUE VMVIX Vanguard Mid Cap Index 96% 3 60 0 0.19% 2.4%
MID-CAP BLEND RPFIX Royce Premier 96% 3 60 0 2.24% 7.49%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
Mid-Cap Growth RPMGX T. Rowe Price Mid Cap Growth Advisors 87% 3 60 0 1.29% 6.75%
LARGE GROWTH AMCPX American Funds AMCAP Fund A 45% 3 60 0 0.49% 3.71%
LARGE GROWTH AGTHX American Funds Growth Fund A 41% 3 60 0 0.3% 8.43%
Average Expense Ratio: 0.71%
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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 7.2% 15.8% 3.2% 7.3% 5.8% 7.4%

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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:HOME)
The plan consists of 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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