M/I Homes, Inc. 401(k) Profit Sharing Plan
Investment Model Portfolios

Total Available Funds: 12
Asset Class Ticker Description
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE SEI Stable Asset Fund
Intermediate-Term Bond SDFIX Dreyfus/Standish Fixed Income Fund
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund
US EQUITY
Mid-Cap Growth HLGEX JP Morgan Diversified Mid-Cap Growth Select
LARGE BLEND HLEIX JP Morgan Equity Index Select
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP VALUE JMVSX JP Morgan Mid-Cap Value Select
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
Small Growth VISGX Vanguard Small Cap Growth Index Fund
US EQUITY MHO M/I Homes Company Stock Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend JIEIX Artio International Equity Fund

The following is a moderate-risk model portfolio constructed from the investment options of M/I Homes, Inc. 401(k) Profit Sharing Plan.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for M/I Homes, Inc. 401(k) Profit Sharing Plan

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