MyPlanIQ 401k Investor HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN

HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN Investment Model Portfolios

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HUNTINGTON INVESTMENT AND TAX SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth Fund
WORLD STOCK HRITX Huntington Rotating Markets Fund
Foreign Large Blend HUIBX Huntington International Equity Fund
Others
Moderate Allocation VWELX Vanguard Wellington Fund
Moderate Allocation HDCTX Huntington Dividend Capture Fund
Natural Resources HRSTX Huntington Real Strategies Fund
FIXED INCOME
Intermediate Government HMGIX Huntington Intermediate Government Income Fund
Intermediate-Term Bond HFISX Huntington Fixed Income Securities Fund
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE VALUE ERSTX Eaton Vance Special Investment Trust Eaton Vance Large Cap Value Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth Fund
WORLD STOCK HRITX Huntington Rotating Markets Fund
Foreign Large Blend HUIBX Huntington International Equity Fund
Others
Moderate Allocation VWELX Vanguard Wellington Fund
Moderate Allocation HDCTX Huntington Dividend Capture Fund
Natural Resources HRSTX Huntington Real Strategies Fund
ROOT CASH Huntington Treasury Money Market Fund
ROOT CASH Huntington National Bank Cash and Cash Equivalents
FIXED INCOME
Intermediate Government HMGIX Huntington Intermediate Government Income Fund
Intermediate-Term Bond HFISX Huntington Fixed Income Securities Fund
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE VALUE ERSTX Eaton Vance Special Investment Trust Eaton Vance Large Cap Value Fund
SMALL BLEND HSUAX Huntington Situs Fund
SMALL BLEND PASSX T. Rowe Price Small Cap Stock Fund
MID-CAP BLEND HMATX Huntington Mid Corp America Fund
Mid-Cap Growth HNETX Huntington New Economy Fund
LARGE VALUE HIEFX Huntington Income Equity Fund
LARGE GROWTH HGWTX Huntington Growth Fund
Total Available Funds: 19
  • 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 CEUFX American Funds Europacific Growth Fund 94% 3 60 0 0.9% 0.91%
WORLD STOCK HRITX Huntington Rotating Markets Fund 0% 3 60 0 1.22% 10.41%
Foreign Large Blend HUIBX Huntington International Equity Fund 0% 3 60 0 NA 0%
Others
Moderate Allocation VWELX Vanguard Wellington Fund 89% 3 60 0 0.17% 10.34%
Moderate Allocation HDCTX Huntington Dividend Capture Fund 80% 3 60 0 1.48% 0%
Natural Resources HRSTX Huntington Real Strategies Fund 28% 3 60 0 2.31% 3.69%
ROOT CASH Huntington Treasury Money Market Fund 0% 1 60 0 NA 2.61%
ROOT CASH Huntington National Bank Cash and Cash Equivalents 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate Government HMGIX Huntington Intermediate Government Income Fund 0% 3 60 0 1.08% 2.15%
Intermediate-Term Bond HFISX Huntington Fixed Income Securities Fund 0% 3 60 0 1.05% 3.3%
US EQUITY
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 9.86%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 2.66%
LARGE VALUE ERSTX Eaton Vance Special Investment Trust Eaton Vance Large Cap Value Fund 46% 3 60 0 1.27% 0.53%
SMALL BLEND HSUAX Huntington Situs Fund 45% 3 60 0 1.47% 0%
SMALL BLEND PASSX T. Rowe Price Small Cap Stock Fund 37% 3 60 0 1.17% 0.24%
MID-CAP BLEND HMATX Huntington Mid Corp America Fund 0% 3 60 0 1.33% 0.12%
Mid-Cap Growth HNETX Huntington New Economy Fund 0% 3 60 0 NA 0%
LARGE VALUE HIEFX Huntington Income Equity Fund 0% 3 60 0 1.2% 3.42%
LARGE GROWTH HGWTX Huntington Growth Fund 0% 3 60 0 1.19% 16.68%
Average Expense Ratio: 1.14%
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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 0.5% 10.1% 2.4% 4.6% 4.4% 5.5%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 11.0% 4.9% 8.7% 7.2% 7.9%

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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*
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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:HBAN)
The plan consists of 19 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Huntington Bancshares Incorporated operates as the holding company for The Huntington National Bank that provides commercial and consumer banking services. It offers deposit products, including checking accounts, savings accounts, interest bearing and non-interest bearing demand deposits, time deposits, money market deposits, and brokered deposits and negotiable certificate of deposits.



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