HOME BANK PROFIT SHARING 401(K) PLAN
Investment Model Portfolios

Investment options of HOME BANK PROFIT SHARING 401(K) PLAN

Total Available Funds: 27
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond FKBAX Franklin Total Return Fund A
Intermediate-Term Bond FKBAX GM Franklin Total Return Fund A
Intermediate Government BGIBX BlackRock Government Income Portfolio
Intermediate Government CPTNX American Century Government Bond Fund
Intermediate Government CPTNX American Century Government Bond Fund
US EQUITY
LARGE VALUE MRLVX BlackRock Large Cap Value Fund
LARGE BLEND MRLRX BlackRock Large Cap Core Fund
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
LARGE GROWTH MRLHX BlackRock Large Cap Growth Fund
MID-CAP BLEND SSVSX Victory Special Value A
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE GROWTH RGACX GM American Funds Growth Fund of Amer R3
LARGE GROWTH MRLHX BlackRock GM BlackRock Large Cap Growth Fund
LARGE BLEND NYVTX Davis GM Davis NY Venture Fund A
LARGE VALUE MRLVX BlackRock GM BlackRock Large Cap Value Fund
MID-CAP BLEND SSVSX Victory GM Victory Special Value A
LARGE VALUE MRDVX BlackRock Equity Dividend Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A
LARGE VALUE MRDVX BlackRock Equity Dividend Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A
Others
World Allocation MRLOX BlackRock Global Allocation Fund
EQUITY MER Merrill Lynch ML rtmt Preservation Tr
ROOT unknow Merrill Lynch GM ML rtmt Preservation Tr
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg International Value A
Foreign Large Blend TGVAX Thornburg GM Thornburg International Value A

Investment model portfolios

We provide two types of investment model portfolios for HOME BANK PROFIT SHARING 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HOME BANK PROFIT SHARING 401(K) PLAN Tactical Asset Allocation Moderate NA 15.99% 0.41% 5.40% 3.53% 3.78% 5.56% 5.86%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

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