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MyPlanIQ 401k Investor HOME BANK PROFIT SHARING 401(K) PLAN

HOME BANK PROFIT SHARING 401(K) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
World Allocation MRLOX BlackRock Global Allocation Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg GM Thornburg International Value A
Foreign Large Blend TGVAX Thornburg International Value A
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
LARGE BLEND NYVTX Davis GM Davis NY Venture Fund A
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Fund
Intermediate Government CPTNX American Century Government Bond Fund
Intermediate-Term Bond FKBAX GM Franklin Total Return Fund A
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
World Allocation MRLOX BlackRock Global Allocation Fund
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg GM Thornburg International Value A
Foreign Large Blend TGVAX Thornburg International Value A
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio
LARGE BLEND NYVTX Davis GM Davis NY Venture Fund A
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE VALUE MRDVX BlackRock Equity Dividend Fund
LARGE VALUE MRDVX BlackRock Equity Dividend Fund
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A
LARGE GROWTH RGACX GM American Funds Growth Fund of Amer R3
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
MID-CAP BLEND SSVSX Victory GM Victory Special Value A
MID-CAP BLEND SSVSX Victory Special Value A
LARGE BLEND MRLRX BlackRock Large Cap Core Fund
LARGE VALUE MRLVX BlackRock GM BlackRock Large Cap Value Fund
LARGE VALUE MRLVX BlackRock Large Cap Value Fund
LARGE GROWTH MRLHX BlackRock GM BlackRock Large Cap Growth Fund
LARGE GROWTH MRLHX BlackRock Large Cap Growth Fund
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Fund
Intermediate Government CPTNX American Century Government Bond Fund
Intermediate-Term Bond FKBAX GM Franklin Total Return Fund A
Intermediate-Term Bond FKBAX Franklin Total Return Fund A
Intermediate Government BGIBX BlackRock Government Income Portfolio
Total Available Funds: 25
  • 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
Others
World Allocation MRLOX BlackRock Global Allocation Fund 73% 3 60 0 0.84% 9.58%
INTERNATIONAL EQUITY
Foreign Large Blend TGVAX Thornburg GM Thornburg International Value A 63% 3 60 0 1.36% 3.81%
Foreign Large Blend TGVAX Thornburg International Value A 63% 3 60 0 1.36% 3.81%
US EQUITY
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio 94% 3 60 0 1% 0.13%
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio 94% 3 60 0 1% 0.13%
LARGE BLEND NYVTX Davis GM Davis NY Venture Fund A 92% 3 60 0 1.75% 12.2%
LARGE BLEND NYVTX Davis NY Venture Fund A 92% 3 60 0 1.75% 12.2%
LARGE VALUE MRDVX BlackRock Equity Dividend Fund 55% 3 60 0 1% 9.68%
LARGE VALUE MRDVX BlackRock Equity Dividend Fund 55% 3 60 0 1% 9.68%
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A 50% 3 60 0 0.86% 14.99%
SMALL VALUE CSMIX Columbia Small Cap Value 1 Fund A 50% 3 60 0 0.86% 14.99%
LARGE GROWTH RGACX GM American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 11.14%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 11.14%
MID-CAP BLEND SSVSX Victory GM Victory Special Value A 36% 3 60 0 1.15% 13.31%
MID-CAP BLEND SSVSX Victory Special Value A 36% 3 60 0 1.15% 13.31%
LARGE BLEND MRLRX BlackRock Large Cap Core Fund 34% 3 60 0 0.73% 10.81%
LARGE VALUE MRLVX BlackRock GM BlackRock Large Cap Value Fund 32% 3 60 0 0.79% 10.21%
LARGE VALUE MRLVX BlackRock Large Cap Value Fund 32% 3 60 0 0.79% 10.21%
LARGE GROWTH MRLHX BlackRock GM BlackRock Large Cap Growth Fund 0% 3 60 0 1.17% 9.56%
LARGE GROWTH MRLHX BlackRock Large Cap Growth Fund 0% 3 60 0 1.17% 9.56%
FIXED INCOME
Intermediate Government CPTNX American Century Government Bond Fund 94% 3 60 0 0.36% 3.74%
Intermediate Government CPTNX American Century Government Bond Fund 94% 3 60 0 0.36% 3.74%
Intermediate-Term Bond FKBAX GM Franklin Total Return Fund A 49% 3 60 0 0.52% 3.99%
Intermediate-Term Bond FKBAX Franklin Total Return Fund A 49% 3 60 0 0.52% 3.99%
Intermediate Government BGIBX BlackRock Government Income Portfolio 0% 3 60 0 NA 2.94%
Average Expense Ratio: 0.91%
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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*
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 0.5% 3.9% 0.8% 4.5% 3.0% 3.1%

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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:HOME)
The plan consists of 27 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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