MyPlanIQ 401k Investor AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN

AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN Investment Model Portfolios

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AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VFWIX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Investor Shares
Others
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
US EQUITY
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend VFWIX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Investor Shares
Others
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares
US EQUITY
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 11
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 1 60 0 0.9% 1.12%
Foreign Large Blend VFWIX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Investor Shares 0% 1 60 0 0.2% 3.08%
Others
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 9.11%
ROOT CASH Vanguard Money Market Reserves: Vanguard Prime Money Market Fund; Investor Shares 0% 1 60 0 NA 5.5%
US EQUITY
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares 100% 1 60 0 0.07% 0.22%
LARGE GROWTH VIGRX Vanguard Index Funds: Vanguard Growth Index Fund; Investor Class Shares 97% 1 60 0 0.04% 0.2%
LARGE VALUE VIVAX Vanguard Index Funds: Vanguard Value Index Fund; Investor Shares 95% 1 60 0 0.05% 1.75%
LARGE BLEND VTSMX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Investor Class Shares 94% 1 60 0 0.03% 0.67%
LARGE BLEND VTSAX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Admiral Class Shares 80% 1 60 0 0.03% 1.1%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 1 60 0 0.15% 2.14%
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 1 60 0 0.8% 2.61%
Average Expense Ratio: 0.24%
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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 0.6% 8.6% 3.4% 6.9% 6.4% 6.7%

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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 for Portfolio Details or Follow 17.1% 20.7% 8.9% 6.7% 8.2% 6.9%

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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 0.6% 17.4% 7.9% 9.6% 8.2% 9.0%

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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
The plan consists of 11 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income and US Equity.


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