MyPlanIQ 401k Investor Farm Bureau 401(k) Savings Plan

Farm Bureau 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T. Rowe Price Retirement Emerging Mkts Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund
Others
ROOT CASH Wells Fargo Bank N.A. Adv Treasury Plus Money Mkt Fund
Target Date 2050+ WFQFX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2050
Target Date 2036-2040 WFOSX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2040
US EQUITY
LARGE BLEND VFINX Vanguard S P 500 Index Fund
LARGE VALUE MEIIX MFS Value Fund
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T. Rowe Price Retirement Emerging Mkts Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund
Others
ROOT CASH Wells Fargo Bank N.A. Adv Treasury Plus Money Mkt Fund
Target Date 2050+ WFQFX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2050
Target Date 2036-2040 WFOSX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2040
Target Date 2026-2030 WFOOX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2030
Target Date 2016-2020 WFOBX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2020
Target Date 2000-2010 STNRX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2010
Retirement Income WFBTX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund Today
Moderate Allocation FMNAX EquiTr Series Fund Inc. (2) Managed Portfolio
US EQUITY
LARGE BLEND VFINX Vanguard S P 500 Index Fund
LARGE VALUE MEIIX MFS Value Fund
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH AGTHX American Funds Growth Fund of Amer
LARGE BLEND FVGAX EquiTr Series Fund Inc.Value Growth Portfolio
LARGE BLEND FBUAX EquiTr Series Fund Inc. (2) Blue Chip Portfolio
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Bank N.A. Short-Term Investment Fund for EBT
Multisector Bond FSYAX EquiTr Series Fund Inc. (2) Strategic Yield Portfolio
Intermediate-Term Bond FHBAX EquiTr Series Fund Inc. (2) High Grade Bond Portfolio
Total Available Funds: 21
  • 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 VGSIX Vanguard REIT Index Fund 81% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS IEMFX T. Rowe Price Retirement Emerging Mkts Stock Fund 81% 3 60 0 1% 1.9%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds Euro Pacific Growth Fund 57% 3 60 0 0.9% 3.64%
Others
ROOT CASH Wells Fargo Bank N.A. Adv Treasury Plus Money Mkt Fund 0% 1 60 0 NA 4.14%
Target Date 2050+ WFQFX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2050 0% 3 60 0 0.85% 1.87%
Target Date 2036-2040 WFOSX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2040 0% 3 60 0 0.49% 1.85%
Target Date 2026-2030 WFOOX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2030 0% 3 60 0 0.29% 1.91%
Target Date 2016-2020 WFOBX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2020 0% 3 60 0 0.49% 2.06%
Target Date 2000-2010 STNRX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund 2010 0% 3 60 0 1.35% 1.64%
Retirement Income WFBTX Wells Fargo Bank N.A. Adv Dow Jones Target Date Fund Today 0% 3 60 0 0.86% 0%
Moderate Allocation FMNAX EquiTr Series Fund Inc. (2) Managed Portfolio 0% 3 60 0 NA NA
US EQUITY
LARGE BLEND VFINX Vanguard S P 500 Index Fund 98% 3 60 0 0.14% 1.27%
LARGE VALUE MEIIX MFS Value Fund 91% 3 60 0 0.8% 8.54%
SMALL VALUE ACVIX American Century Investments Small Cap Value Fund 90% 3 60 0 1.34% 1.18%
Small Growth VEXPX Vanguard Explorer Fund 76% 3 60 0 0.45% 4.34%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer 41% 3 60 0 0.3% 0%
LARGE BLEND FVGAX EquiTr Series Fund Inc.Value Growth Portfolio 0% 3 60 0 NA NA
LARGE BLEND FBUAX EquiTr Series Fund Inc. (2) Blue Chip Portfolio 0% 3 60 0 NA 0%
FIXED INCOME
Short-Term Bond SSHIX Wells Fargo Bank N.A. Short-Term Investment Fund for EBT 88% 3 60 0 0.25% 3.43%
Multisector Bond FSYAX EquiTr Series Fund Inc. (2) Strategic Yield Portfolio 0% 3 60 0 NA NA
Intermediate-Term Bond FHBAX EquiTr Series Fund Inc. (2) High Grade Bond Portfolio 0% 3 60 0 NA 0%
Average Expense Ratio: 0.64%
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Related Retirement Plans
FARM BUREAU 401(K) SAVINGS 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 1.8% 8.1% -1.0% 4.1% 4.3% 6.6%

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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
The plan consists of 23 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.
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