MyPlanIQ 401k Investor Ames National Corporation 401(k) Profit Sharing Plan

Ames National Corporation 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Develop Mkts
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth R5
Foreign Large Blend VDMIX Vanguard Develop Mkts Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045
Retirement Income VTINX Vanguard Target Retire Income
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index
Intermediate-Term Bond PTRRX Pimco Total Return R
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE BLEND VFINX Vanguard 500 Index
LARGE BLEND NYVTX Davis NY Venture A
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Develop Mkts
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth R5
Foreign Large Blend VDMIX Vanguard Develop Mkts Index
Others
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045
Retirement Income VTINX Vanguard Target Retire Income
Target Date 2031-2035 VTTHX Vanguard Target Retire 2035
World Allocation RIRFX American Funds Capital Income Builder R5
Moderate Allocation RIDFX American Funds Income Fund
ROOT CASH Money market account Common stock fund
Moderate Allocation IDMBX ANC Balanced Fund Bank administered trust fund
EQUITY WM Washington Mutual Investors
Target Date 2011-2015 VTXVX Vanguard Target Retire 2015
Target Date 2000-2010 VTOVX Vanguard Target Retire 2005
ROOT CASH Vanguard Prime Money Mkt Index
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index
Intermediate-Term Bond PTRRX Pimco Total Return R
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index
LARGE BLEND VFINX Vanguard 500 Index
LARGE BLEND NYVTX Davis NY Venture A
LARGE GROWTH RGAFX American Funds Growth
MID-CAP BLEND VMISX Vanguard Mid-Cap Index
Total Available Funds: 22
  • 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 ODMAX Oppenheimer Develop Mkts 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Europacific Growth R5 94% 3 60 0 0.84% 3.5%
Foreign Large Blend VDMIX Vanguard Develop Mkts Index 0% 3 60 0 0.2% 2.88%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retire 2025 97% 3 60 0 0.08% 4.05%
Target Date 2041-2045 VTIVX Vanguard Target Retire 2045 97% 3 60 0 0.08% 2.4%
Retirement Income VTINX Vanguard Target Retire Income 97% 3 60 0 0.08% 4.19%
Target Date 2031-2035 VTTHX Vanguard Target Retire 2035 96% 3 60 0 0.08% 2.58%
World Allocation RIRFX American Funds Capital Income Builder R5 86% 3 60 0 0.6% 4.55%
Moderate Allocation RIDFX American Funds Income Fund 86% 3 60 0 0.58% 3.24%
ROOT CASH Money market account Common stock fund 0% 1 60 0 NA 2.67%
Moderate Allocation IDMBX ANC Balanced Fund Bank administered trust fund 0% 3 60 0 NA 0.96%
EQUITY WM Washington Mutual Investors 0% 3 60 0 NA 1.79%
Target Date 2011-2015 VTXVX Vanguard Target Retire 2015 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Vanguard Target Retire 2005 0% 3 60 0 NA 2.94%
ROOT CASH Vanguard Prime Money Mkt Index 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index 100% 3 60 0 0.15% 3.28%
Intermediate-Term Bond PTRRX Pimco Total Return R 65% 3 60 0 0.8% 3.59%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 3 60 0 0.03% 1.53%
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.48%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.21%
LARGE GROWTH RGAFX American Funds Growth 75% 3 60 0 0.63% 8.1%
MID-CAP BLEND VMISX Vanguard Mid-Cap Index 0% 3 60 0 0.1% 1.21%
Average Expense Ratio: 0.42%
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Related Retirement Plans
AMES NATIONAL CORPORATION 401(K) PROFIT SHARING 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 4.0% 9.7% 0.2% 5.7% 4.8% 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(Ticker:ATLO)
The plan consists of 22 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.
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