MyPlanIQ 401k Investor Bank Mutual Corporation 401(k) Plan

Bank Mutual Corporation 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050 Fund
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040 Fund
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE MEIJX MFS Value Fund
Small Growth JISGX JPMorgan Small Cap Growth
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050 Fund
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040 Fund
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030 Fund
Target Date 2016-2020 WFOBX Wells Fargo Advantage Dow Jones Target 2020 Fund
Target Date 2000-2010 WFOAX Wells Fargo Advantage Dow Jones Target 2010 Fund
Retirement Income WFBTX Wells Fargo Advantage Dow Jones Target Today Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund
LARGE VALUE MEIJX MFS Value Fund
Small Growth JISGX JPMorgan Small Cap Growth
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund
LARGE BLEND NYVRX Davis New York Venture Fund
Mid-Cap Growth BARAX Baron Asset Fund
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value 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 RERFX American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Target Date 2050+ WFQFX Wells Fargo Advantage Dow Jones Target 2050 Fund 0% 3 60 0 0.85% 1.87%
Target Date 2036-2040 WFOSX Wells Fargo Advantage Dow Jones Target 2040 Fund 0% 3 60 0 0.49% 1.85%
Target Date 2026-2030 WFOOX Wells Fargo Advantage Dow Jones Target 2030 Fund 0% 3 60 0 0.29% 1.91%
Target Date 2016-2020 WFOBX Wells Fargo Advantage Dow Jones Target 2020 Fund 0% 3 60 0 0.49% 2.06%
Target Date 2000-2010 WFOAX Wells Fargo Advantage Dow Jones Target 2010 Fund 0% 3 60 0 1.35% 2.15%
Retirement Income WFBTX Wells Fargo Advantage Dow Jones Target Today Fund 0% 3 60 0 0.86% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH PRGFX T. Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
LARGE VALUE MEIJX MFS Value Fund 91% 3 60 0 0.8% 8.61%
Small Growth JISGX JPMorgan Small Cap Growth 89% 3 60 0 1.24% 0%
MID-CAP VALUE GCMTX Goldman Sachs Mid Cap Value Fund 67% 3 60 0 0.82% 4.25%
LARGE BLEND NYVRX Davis New York Venture Fund 42% 3 60 0 1.75% 7.81%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Fund 0% 3 60 0 1.28% 0%
Average Expense Ratio: 0.88%
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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 4.3% 16.6% 1.6% 7.6% 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:BKMU)
The plan consists of 15 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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