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MyPlanIQ 401k Investor COMMUNITY SHORES BANK 401(k) PLAN

COMMUNITY SHORES BANK 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX John Hancock Oppenheimer Developing Mkt Fund
Others
Equity Energy VGENX John Hancock Energy Fund
Moderate Allocation DODBX John Hancock American Balanced Fund
Retirement Income TRRIX John Hancock T. Rowe Price Retirement Equity Inc.
INTERNATIONAL EQUITY
Foreign Large Blend RERFX John Hancock EuroPacific Growth Fund
WORLD STOCK IGMIX John Hancock Oppenheimer Global
WORLD STOCK JEFGX John Hancock JH Templeton World
US EQUITY
Small Growth JESGX John Hancock Small Cap Growth Index
SMALL BLEND PRSVX John Hancock T. Rowe Price Retirement Small Cap Value Fund
LARGE BLEND JTLGX John Hancock Lifestyle Growth Fund
Total Available Funds: 54
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX John Hancock Oppenheimer Developing Mkt Fund
Others
Equity Energy VGENX John Hancock Energy Fund
Moderate Allocation DODBX John Hancock American Balanced Fund
Retirement Income TRRIX John Hancock T. Rowe Price Retirement Equity Inc.
World Allocation MALOX John Hancock BlackRock Global Allocation
Target Date 2011-2015 JLBHX John Hancock Lifecycle 2015
Target Date 2041-2045 JLJHX John Hancock Lifecycle 2045
Target Date 2031-2035 JLHHX John Hancock Lifecycle 2035
Conservative Allocation JTLRX John Hancock Lifestyle Conservative Fund
Target Date 2016-2020 JLDHX John Hancock Lifecycle 2020
Conservative Allocation JTLMX John Hancock Lifestyle Moderate Fund
Utilities MMUJX John Hancock MFS Utilities
Technology JESTX John Hancock Science Technology Fund
Technology PRSCX John Hancock T. Rowe Price Retirement Science Technology
Moderate Allocation JALBX John Hancock Lifestyle Balanced
Natural Resources JNRRX John Hancock Natural Resources Fund
Moderate Allocation JFAOX John Hancock FT Founding Allocation
ROOT CASH John Hancock Money Mkt Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX John Hancock EuroPacific Growth Fund
WORLD STOCK IGMIX John Hancock Oppenheimer Global
WORLD STOCK JEFGX John Hancock JH Templeton World
WORLD STOCK TEDIX John Hancock Mutual Global Discovery
Foreign Small/Mid Value JIIMX John Hancock International Small Cap Fund
Foreign Large Value JIVIX John Hancock International Value Fund
Foreign Large Blend JEIEX John Hancock International Equity Index Fund
US EQUITY
Small Growth JESGX John Hancock Small Cap Growth Index
SMALL BLEND PRSVX John Hancock T. Rowe Price Retirement Small Cap Value Fund
LARGE BLEND JTLGX John Hancock Lifestyle Growth Fund
LARGE VALUE RWMFX John Hancock Washington Mutual Investors
MID-CAP BLEND JECIX John Hancock Mid Cap Index Fund
LARGE BLEND JTLAX John Hancock Lifestyle Aggressive Fund
LARGE BLEND JETSX John Hancock Total Stock Mkt Index Fund
LARGE BLEND RICFX John Hancock Investment Company of Amer
LARGE BLEND DSFRX John Hancock Domini Social Equity
LARGE BLEND JEQAX John Hancock Optimized All Cap Fund
LARGE BLEND NYVRX John Hancock Davis NY Venture
LARGE GROWTH RGABX John Hancock The Growth Fund of Amer
MID-CAP VALUE FBSRX John Hancock Franklin Balance Sheet
LARGE VALUE TEBIX John Hancock Mutual Beacon
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund
LARGE BLEND JICVX John Hancock All Cap Value Fund
Mid-Cap Growth TWCVX John Hancock American Century Vista
SMALL BLEND KSCIX John Hancock Keeley Small Cap Value
MID-CAP VALUE JHAWX John Hancock JPM MidCap Value Fund
LARGE VALUE JHCLX John Hancock Black Rock Large Value
LARGE VALUE URBIX John Hancock Columbia Value Restructuring Fund
LARGE BLEND JEINX John Hancock 500 Index Fund
LARGE GROWTH JHBCX John Hancock Blue Chip Growth Fund
REAL ESTATE
Global Real Estate JHAMX John Hancock Real Estate Securities Fund
FIXED INCOME
Intermediate-Term Bond PTTRX John Hancock Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT VSGBX John Hancock Short-Term Federal
WORLD BOND OIBYX John Hancock Oppenheimer International Bond
WORLD BOND JYGAX John Hancock JH LM Partners Global High Yield
Intermediate-Term Bond JITRX John Hancock Total Return Fund
Total Available Funds: 54
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX John Hancock Oppenheimer Developing Mkt Fund 64% 3 60 0 0.84% 34.62%
Others
Equity Energy VGENX John Hancock Energy Fund 97% 3 60 0 0.46% 8.88%
Moderate Allocation DODBX John Hancock American Balanced Fund 92% 3 60 0 0.42% 1.66%
Retirement Income TRRIX John Hancock T. Rowe Price Retirement Equity Inc. 91% 3 60 0 0.34% 5.17%
World Allocation MALOX John Hancock BlackRock Global Allocation 90% 3 60 0 0.84% 9.34%
Target Date 2011-2015 JLBHX John Hancock Lifecycle 2015 87% 3 60 0 0.53% 7.1%
Target Date 2041-2045 JLJHX John Hancock Lifecycle 2045 84% 3 60 0 0.84% 9.74%
Target Date 2031-2035 JLHHX John Hancock Lifecycle 2035 83% 3 60 0 0.71% 9.25%
Conservative Allocation JTLRX John Hancock Lifestyle Conservative Fund 79% 3 60 0 0.88% 3.46%
Target Date 2016-2020 JLDHX John Hancock Lifecycle 2020 78% 3 60 0 0.66% 6.7%
Conservative Allocation JTLMX John Hancock Lifestyle Moderate Fund 77% 3 60 0 0.92% 6.67%
Utilities MMUJX John Hancock MFS Utilities 66% 3 60 0 1% 4.22%
Technology JESTX John Hancock Science Technology Fund 58% 3 60 0 1.16% 23.25%
Technology PRSCX John Hancock T. Rowe Price Retirement Science Technology 58% 3 60 0 0.84% 13.38%
Moderate Allocation JALBX John Hancock Lifestyle Balanced 54% 3 60 0 1.18% 10.15%
Natural Resources JNRRX John Hancock Natural Resources Fund 49% 3 60 0 0.9% 1%
Moderate Allocation JFAOX John Hancock FT Founding Allocation 0% 3 60 0 1.05% 0%
ROOT CASH John Hancock Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX John Hancock EuroPacific Growth Fund 94% 3 60 0 0.84% 13.89%
WORLD STOCK IGMIX John Hancock Oppenheimer Global 85% 3 60 0 1.2% 24.26%
WORLD STOCK JEFGX John Hancock JH Templeton World 79% 3 60 0 0.95% 12.82%
WORLD STOCK TEDIX John Hancock Mutual Global Discovery 57% 3 60 0 1.45% 10.74%
Foreign Small/Mid Value JIIMX John Hancock International Small Cap Fund 0% 3 60 0 1.08% 0%
Foreign Large Value JIVIX John Hancock International Value Fund 0% 3 60 0 0.89% 11.55%
Foreign Large Blend JEIEX John Hancock International Equity Index Fund 0% 3 60 0 0.63% 0%
US EQUITY
Small Growth JESGX John Hancock Small Cap Growth Index 85% 3 60 0 1.16% 0.08%
SMALL BLEND PRSVX John Hancock T. Rowe Price Retirement Small Cap Value Fund 85% 3 60 0 1.17% 23.18%
LARGE BLEND JTLGX John Hancock Lifestyle Growth Fund 83% 3 60 0 0.97% 13.34%
LARGE VALUE RWMFX John Hancock Washington Mutual Investors 83% 3 60 0 0.26% 10.42%
MID-CAP BLEND JECIX John Hancock Mid Cap Index Fund 80% 3 60 0 0.54% 8.93%
LARGE BLEND JTLAX John Hancock Lifestyle Aggressive Fund 80% 3 60 0 1.29% 14.99%
LARGE BLEND JETSX John Hancock Total Stock Mkt Index Fund 78% 3 60 0 0.57% 3.05%
LARGE BLEND RICFX John Hancock Investment Company of Amer 76% 3 60 0 0.58% 11.15%
LARGE BLEND DSFRX John Hancock Domini Social Equity 69% 3 60 0 1.09% 11.53%
LARGE BLEND JEQAX John Hancock Optimized All Cap Fund 68% 3 60 0 0.76% 12.11%
LARGE BLEND NYVRX John Hancock Davis NY Venture 41% 3 60 0 1.75% 11.89%
LARGE GROWTH RGABX John Hancock The Growth Fund of Amer 35% 3 60 0 0.3% 12.09%
MID-CAP VALUE FBSRX John Hancock Franklin Balance Sheet 34% 3 60 0 1.16% 4.38%
LARGE VALUE TEBIX John Hancock Mutual Beacon 31% 3 60 0 1.77% 7.13%
Mid-Cap Growth JIMSX John Hancock Mid Cap Stock Fund 0% 3 60 0 0.91% 0%
LARGE BLEND JICVX John Hancock All Cap Value Fund 0% 3 60 0 0.87% 0%
Mid-Cap Growth TWCVX John Hancock American Century Vista 0% 3 60 0 1.03% 0%
SMALL BLEND KSCIX John Hancock Keeley Small Cap Value 0% 3 60 0 1.1% 7.82%
MID-CAP VALUE JHAWX John Hancock JPM MidCap Value Fund 0% 3 60 0 0.93% 6.61%
LARGE VALUE JHCLX John Hancock Black Rock Large Value 0% 3 60 0 NA 1.3%
LARGE VALUE URBIX John Hancock Columbia Value Restructuring Fund 0% 3 60 0 1.47% 13.52%
LARGE BLEND JEINX John Hancock 500 Index Fund 0% 3 60 0 0.53% 6.18%
LARGE GROWTH JHBCX John Hancock Blue Chip Growth Fund 0% 3 60 0 0.78% 0%
REAL ESTATE
Global Real Estate JHAMX John Hancock Real Estate Securities Fund 0% 3 60 0 1% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX John Hancock Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT VSGBX John Hancock Short-Term Federal 95% 3 60 0 0.1% 3.86%
WORLD BOND OIBYX John Hancock Oppenheimer International Bond 95% 3 60 0 0.71% 4.14%
WORLD BOND JYGAX John Hancock JH LM Partners Global High Yield 0% 3 60 0 1.3% 1.57%
Intermediate-Term Bond JITRX John Hancock Total Return Fund 0% 3 60 0 0.78% 4.64%
Average Expense Ratio: 0.89%
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Model Portfolios

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*
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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 to Create Model Portfolio

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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*
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(Ticker:CSHB)
The plan consists of 54 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs.
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