MyPlanIQ 401k Investor GREAT WESTERN BANCORPORATION INC SECTION 401K PROFIT SHARING PLAN AND TRUST

GREAT WESTERN BANCORPORATION INC SECTION 401K PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Others
Target Date 2011-2015 TRRGX T.Rowe Price Retirement 2015 Advisor
Target Date 2031-2035 TRRJX T.Rowe Price Retirement 2035 Advisor
Target Date 2021-2025 TRRHX T.Rowe Price Retirement 2025 Advisor
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Intermediate-Term Bond FIIFX Federated Intermediate Corporate Bond Fund
Intermediate Government FUSGX Federated U.S. Government Securities
US EQUITY
LARGE BLEND FISPX Federated Max-Cap Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund Of America
SMALL VALUE VSFAX Federated Clover Small Value A
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
Others
Target Date 2011-2015 TRRGX T.Rowe Price Retirement 2015 Advisor
Target Date 2031-2035 TRRJX T.Rowe Price Retirement 2035 Advisor
Target Date 2021-2025 TRRHX T.Rowe Price Retirement 2025 Advisor
Moderate Allocation QIBGX Federated Moderate Balanced Fund
Moderate Allocation FSTBX Federated Stock and Bond Fund , Inc
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Intermediate-Term Bond FIIFX Federated Intermediate Corporate Bond Fund
Intermediate Government FUSGX Federated U.S. Government Securities
US EQUITY
LARGE BLEND FISPX Federated Max-Cap Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund Of America
SMALL VALUE VSFAX Federated Clover Small Value A
Mid-Cap Growth FGSAX Federated Mid Cap Growth Stratgies Fund
Small Growth BSCFX Baron Small Cap Fund
LARGE VALUE FMSTX Federated Stock Trust Fund
LARGE BLEND CPAIX Federated Capital Appreciation Fund
Total Available Funds: 16
  • 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% 3.92%
Others
Target Date 2011-2015 TRRGX T.Rowe Price Retirement 2015 Advisor 100% 3 60 0 0.76% 5.62%
Target Date 2031-2035 TRRJX T.Rowe Price Retirement 2035 Advisor 97% 3 60 0 0.84% 4.94%
Target Date 2021-2025 TRRHX T.Rowe Price Retirement 2025 Advisor 96% 3 60 0 1.05% 6.7%
Moderate Allocation QIBGX Federated Moderate Balanced Fund 79% 3 60 0 1.05% 1.96%
Moderate Allocation FSTBX Federated Stock and Bond Fund , Inc 66% 3 60 0 1.96% 1.68%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.99%
Intermediate-Term Bond FIIFX Federated Intermediate Corporate Bond Fund 81% 3 60 0 0.58% 3.99%
Intermediate Government FUSGX Federated U.S. Government Securities 46% 3 60 0 0.97% 3.26%
US EQUITY
LARGE BLEND FISPX Federated Max-Cap Index Fund 77% 3 60 0 1.12% 21.43%
LARGE GROWTH RGAFX American Funds Growth Fund Of America 75% 3 60 0 0.63% 8.65%
SMALL VALUE VSFAX Federated Clover Small Value A 56% 3 60 0 0.89% 3.21%
Mid-Cap Growth FGSAX Federated Mid Cap Growth Stratgies Fund 42% 3 60 0 0.85% 0%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 3.52%
LARGE VALUE FMSTX Federated Stock Trust Fund 22% 3 60 0 1.44% 2.31%
LARGE BLEND CPAIX Federated Capital Appreciation Fund 0% 3 60 0 0.99% 1.77%
Average Expense Ratio: 1.01%
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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*
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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:)
The plan consists of 18 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Great Western Bancorporation, Inc Section 401K Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature.



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