MyPlanIQ 401k Investor HOME PROPERTIES INC. RETIREMENT SAVINGS PLAN

HOME PROPERTIES INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Conservative Allocation VASIX Vanguard Lifestrategy Income Portfolio
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard Lifestrategy Growth Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond DIPSX DFA Inflation Protected Securities
US EQUITY
Small Growth VISGX Vanguard Index Trust Small Capital Growth Fund
SMALL BLEND NAESX Vanguard Small Capital Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
Others
Conservative Allocation VASIX Vanguard Lifestrategy Income Portfolio
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard Lifestrategy Growth Portfolio
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Inflation-Protected Bond DIPSX DFA Inflation Protected Securities
US EQUITY
Small Growth VISGX Vanguard Index Trust Small Capital Growth Fund
SMALL BLEND NAESX Vanguard Small Capital Index Fund
LARGE GROWTH VIGRX Vanguard Growth Index Fund
LARGE BLEND VINIX Vanguard Index Trust S&P 500 Portfolio
LARGE VALUE DFLVX Dimensional Advisor US Large Capital Value Portfolio
SMALL VALUE DFSVX Dimensional Advisor US Small Capital Value Portfolio
LARGE BLEND CPAIX Federated Capital Preservation Fund
MID-CAP BLEND PESPX Dreyfus-Midcap Index Fund
Total Available Funds: 15
  • 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 VGTSX Vanguard Total International Stock Index Fund 16% 3 60 0 0.08% 3.43%
Others
Conservative Allocation VASIX Vanguard Lifestrategy Income Portfolio 91% 3 60 0 0.11% 3.38%
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Growth Fund 89% 3 60 0 0.12% 5.46%
Moderate Allocation VSMGX Vanguard Lifestrategy Growth Portfolio 84% 3 60 0 0.13% 4.19%
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Growth Fund 84% 3 60 0 0.13% 4.19%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 3 60 0 0.15% 3.17%
Inflation-Protected Bond DIPSX DFA Inflation Protected Securities 75% 3 60 0 0.11% 3.5%
US EQUITY
Small Growth VISGX Vanguard Index Trust Small Capital Growth Fund 100% 3 60 0 0.07% 0.67%
SMALL BLEND NAESX Vanguard Small Capital Index Fund 99% 3 60 0 0.03% 1.62%
LARGE GROWTH VIGRX Vanguard Growth Index Fund 97% 3 60 0 0.04% 0.58%
LARGE BLEND VINIX Vanguard Index Trust S&P 500 Portfolio 78% 3 60 0 0.02% 3.37%
LARGE VALUE DFLVX Dimensional Advisor US Large Capital Value Portfolio 77% 3 60 0 0.21% 4.01%
SMALL VALUE DFSVX Dimensional Advisor US Small Capital Value Portfolio 75% 3 60 0 0.52% 4.45%
LARGE BLEND CPAIX Federated Capital Preservation Fund 0% 3 60 0 0.99% 1.77%
MID-CAP BLEND PESPX Dreyfus-Midcap Index Fund 0% 3 60 0 0.51% 12.75%
Average Expense Ratio: 0.22%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:HME)
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, Fixed Income and Foreign Equity.
Home Federal Bancorp, Inc. (Ticker:HOME) has the "Home Properties, Inc. Retirement Savings Plan".


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.