MyPlanIQ 401k Investor Mercantile Bank of Michigan 401(k) Plan

Mercantile Bank of Michigan 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth
WORLD STOCK RWIFX American Funds Capital World G/I
Others
Conservative Allocation FISRX Franklin Income
World Allocation TIBMX Thornburg Investment Income Builder
Target Date 2041-2045 REHTX American Funds Target Date 2045
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
High Yield Bond PHK Pacific Investment Management Company High Yield
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
SMALL BLEND RVVHX Royce Value Investment
MID-CAP VALUE JMIVX Perkins MidCap Value
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth
WORLD STOCK RWIFX American Funds Capital World G/I
Others
Conservative Allocation FISRX Franklin Income
World Allocation TIBMX Thornburg Investment Income Builder
Target Date 2041-2045 REHTX American Funds Target Date 2045
Target Date 2011-2015 REJTX American Funds Target Date 2015
Target Date 2021-2025 REDTX American Funds Target Date 2025
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
High Yield Bond PHK Pacific Investment Management Company High Yield
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
SMALL BLEND RVVHX Royce Value Investment
MID-CAP VALUE JMIVX Perkins MidCap Value
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
Mid-Cap Growth KAUFX Federated Kaufmann
SMALL VALUE CCTRX Columbia Small Cap Value
LARGE BLEND RICEX American Funds Investment Company of America
LARGE VALUE TEBIX Franklin Mutual Beacon
US EQUITY MBWM Mercantile Bank Corporation
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World 94% 3 60 0 1.03% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth 94% 3 60 0 0.84% 3.91%
WORLD STOCK RWIFX American Funds Capital World G/I 92% 3 60 0 0.75% 3.62%
Others
Conservative Allocation FISRX Franklin Income 82% 3 60 0 0.72% 5.68%
World Allocation TIBMX Thornburg Investment Income Builder 75% 3 60 0 1.03% 5.21%
Target Date 2041-2045 REHTX American Funds Target Date 2045 73% 3 60 0 0.72% 5.88%
Target Date 2011-2015 REJTX American Funds Target Date 2015 72% 3 60 0 0.3% 3.86%
Target Date 2021-2025 REDTX American Funds Target Date 2025 71% 3 60 0 0.32% 6.86%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 97% 3 60 0 0.83% 3.99%
High Yield Bond PHK Pacific Investment Management Company High Yield 92% 3 60 0 NA 14.24%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 60 0 0.14% 1.57%
SMALL BLEND RVVHX Royce Value Investment 91% 3 60 0 1.24% 10.17%
MID-CAP VALUE JMIVX Perkins MidCap Value 89% 3 60 0 0.5% 9.45%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 8.75%
Mid-Cap Growth KAUFX Federated Kaufmann 64% 3 60 0 2.51% 2.03%
SMALL VALUE CCTRX Columbia Small Cap Value 46% 3 60 0 1.27% 7.35%
LARGE BLEND RICEX American Funds Investment Company of America 36% 3 60 0 0.27% 5.62%
LARGE VALUE TEBIX Franklin Mutual Beacon 31% 3 60 0 1.77% 6.26%
US EQUITY MBWM Mercantile Bank Corporation 0% 3 60 0 NA 5.58%
Average Expense Ratio: 0.87%
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Related Retirement Plans
MERCANTILE BANK OF MICHIGAN 401(K) 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 0.7% 10.7% 2.2% 7.1% 5.1% 8.2%

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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:MBWM)
The plan consists of 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.
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