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MyPlanIQ 401k Investor HOME BANCSHARES INC. 401K PLAN

HOME BANCSHARES INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Conservative Allocation RCLRX Russell Life Points Conservative Strategy Fund
Conservative Allocation RMLDX Russell Life Points Moderate Strategy Fund
Moderate Allocation RALDX Russell Life Points Growth Strategy Fund
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX ARTIO International Equity Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income
LARGE BLEND SLASX Selected American Shares
MID-CAP BLEND RPFIX Royce Premier Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
SHORT GOVERNMENT FFXSX Fidelity Institutional Short Int Govt
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Conservative Allocation RCLRX Russell Life Points Conservative Strategy Fund
Conservative Allocation RMLDX Russell Life Points Moderate Strategy Fund
Moderate Allocation RALDX Russell Life Points Growth Strategy Fund
Moderate Allocation RBLDX Russell Life Points Balanced Strategy Fund
ROOT CASH Fidelity rtmt Money Mkt
ROOT CASH Fidelity Money Mkt
ROOT CASH Fidelity Cash Reserves
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX ARTIO International Equity Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income
LARGE BLEND SLASX Selected American Shares
MID-CAP BLEND RPFIX Royce Premier Fund
Mid-Cap Growth JORNX Janus Orion Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
SMALL VALUE DFSVX Dimensional Adv U.S. Small Cap Value
MID-CAP VALUE CMVRX Columbia Mid-Cap Value
Small Growth BSCFX Baron Small Cap Fund
SMALL BLEND KSCIX Keeley Small Cap Value Fund
LARGE BLEND RELDX Russell Life Points Equity Growth Strategy Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return
SHORT GOVERNMENT FFXSX Fidelity Institutional Short Int Govt
Total Available Funds: 20
  • 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
Conservative Allocation RCLRX Russell Life Points Conservative Strategy Fund 65% 3 60 0 0.97% 3.31%
Conservative Allocation RMLDX Russell Life Points Moderate Strategy Fund 0% 3 60 0 1.39% 0.19%
Moderate Allocation RALDX Russell Life Points Growth Strategy Fund 0% 3 60 0 1.56% 0%
Moderate Allocation RBLDX Russell Life Points Balanced Strategy Fund 0% 3 60 0 1.49% 0.08%
ROOT CASH Fidelity rtmt Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Fidelity Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH Fidelity Cash Reserves 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend JIEIX ARTIO International Equity Fund 93% 3 60 0 0.9% 2.4%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Retirement Equity Income 97% 3 60 0 1.23% 4.14%
LARGE BLEND SLASX Selected American Shares 97% 3 60 0 0.99% 12.3%
MID-CAP BLEND RPFIX Royce Premier Fund 96% 3 60 0 2.24% 11.68%
Mid-Cap Growth JORNX Janus Orion Fund 93% 3 60 0 1.04% 10.56%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 11.32%
SMALL VALUE DFSVX Dimensional Adv U.S. Small Cap Value 74% 3 60 0 0.52% 2%
MID-CAP VALUE CMVRX Columbia Mid-Cap Value 40% 3 60 0 1.13% 6.68%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 8.78%
SMALL BLEND KSCIX Keeley Small Cap Value Fund 0% 3 60 0 1.1% 7.82%
LARGE BLEND RELDX Russell Life Points Equity Growth Strategy Fund 0% 3 60 0 1.62% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT FFXSX Fidelity Institutional Short Int Govt 87% 3 60 0 0.3% 3.37%
Average Expense Ratio: 1.13%
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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*
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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 20 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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