MyPlanIQ WOODFOREST FINANCIAL GROUP ESOP EMPLOYEE STOCK OWNERSHIP PLAN

WOODFOREST FINANCIAL GROUP ESOP EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
WORLD STOCK SMCWX SMALLCAP World Fund
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE BLEND AIVSX Investment Company of America; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
WORLD STOCK SMCWX SMALLCAP World Fund
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE BLEND AIVSX Investment Company of America; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE GROWTH ANEFX New Economy Fund; Class A Shares
Total Available Funds: 9
  • 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
WORLD STOCK ANWPX New Perspective Fund; Class A Shares 72% 3 60 0 1.47% 5.44%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 26% 3 60 0 0.9% 3.64%
WORLD STOCK SMCWX SMALLCAP World Fund 17% 3 60 0 0.66% 0%
Others
Moderate Allocation ABALX American Balanced Fund; Class A Shares 86% 3 60 0 0.31% 2.39%
FIXED INCOME
Intermediate-Term Bond ABNDX Bond Fund of America; A 59% 3 60 0 0.33% 3.52%
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 95% 3 60 0 0.26% 3.46%
LARGE BLEND AIVSX Investment Company of America; Class A Shares 91% 3 60 0 0.27% 5.04%
LARGE GROWTH AGTHX Growth Fund of America 47% 3 60 0 0.3% 0%
LARGE GROWTH ANEFX New Economy Fund; Class A Shares 14% 3 60 0 0.53% 4.01%
Average Expense Ratio: 0.56%
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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*
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
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