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MyPlanIQ 401k Investor Home Federal Bank’s 401(k) Plan

Home Federal Bank’s 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Management Lifetime 2055
Target Date 2050+ PPLIX Principal Global Lifetime 2050
Target Date 2036-2040 PTDIX Principal Global Lifetime 2040
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FDS Europacific growth
US EQUITY
SMALL BLEND FSCRX Fidelity ADV Small Cap
MID-CAP BLEND MPSIX Principal Global MIDCAP Stk Index
SMALL BLEND PSSIX Principal Global SMCAP Stk Index
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity ADV interm Bond
ULTRASHORT BOND PUSPX Principal Global U.S. Property
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Target Date 2050+ PPLIX Principal Management Lifetime 2055
Target Date 2050+ PPLIX Principal Global Lifetime 2050
Target Date 2036-2040 PTDIX Principal Global Lifetime 2040
Target Date 2026-2030 PMTIX Principal Global Lifetime 2030
Target Date 2016-2020 PLWIX Principal Global Lifetime 2020
Retirement Income PLSIX Principal Lifetm STR income
Target Date 2011-2015 LTINX Principal Management Lifetime 2015
Target Date 2031-2035 LTIUX Principal Management Lifetime 2035
Target Date 2041-2045 LTRIX Principal Management Lifetime 2045
Target Date 2021-2025 LTSTX Principal Management Lifetime 2025
Moderate Allocation RLBCX American Funds Am Balanced R3 -
ROOT CASH Principal Money Mkt
ROOT CASH ING Money Mkt
Target Date 2000-2010 PTTIX Principal Global Lifetime 2010
ROOT CASH Principal Global Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FDS Europacific growth
US EQUITY
SMALL BLEND FSCRX Fidelity ADV Small Cap
MID-CAP BLEND MPSIX Principal Global MIDCAP Stk Index
SMALL BLEND PSSIX Principal Global SMCAP Stk Index
LARGE BLEND PLFIX Principal Global LGCAP Stk Index
SMALL VALUE FVFRX Franklin Small Cap Value
LARGE VALUE AEURX A CENT EQTY income R
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity ADV interm Bond
ULTRASHORT BOND PUSPX Principal Global U.S. Property
Total Available Funds: 24
  • 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
Target Date 2050+ PPLIX Principal Management Lifetime 2055 100% 3 60 0 1.04% 10.19%
Target Date 2050+ PPLIX Principal Global Lifetime 2050 100% 3 60 0 1.04% 10.19%
Target Date 2036-2040 PTDIX Principal Global Lifetime 2040 94% 3 60 0 1% 9.91%
Target Date 2026-2030 PMTIX Principal Global Lifetime 2030 93% 3 60 0 1.45% 9.67%
Target Date 2016-2020 PLWIX Principal Global Lifetime 2020 90% 3 60 0 0.91% 9.88%
Retirement Income PLSIX Principal Lifetm STR income 84% 3 60 0 1.4% 5.87%
Target Date 2011-2015 LTINX Principal Management Lifetime 2015 83% 3 60 0 0.91% 11.43%
Target Date 2031-2035 LTIUX Principal Management Lifetime 2035 81% 3 60 0 0.62% 9.12%
Target Date 2041-2045 LTRIX Principal Management Lifetime 2045 78% 3 60 0 0.66% 9.53%
Target Date 2021-2025 LTSTX Principal Management Lifetime 2025 76% 3 60 0 0.81% 11.8%
Moderate Allocation RLBCX American Funds Am Balanced R3 - 63% 3 60 0 0.31% 8.46%
ROOT CASH Principal Money Mkt 0% 1 60 0 NA 2.53%
ROOT CASH ING Money Mkt 0% 1 60 0 NA 2.53%
Target Date 2000-2010 PTTIX Principal Global Lifetime 2010 0% 3 60 0 0.72% 7.1%
ROOT CASH Principal Global Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AM FDS Europacific growth 94% 3 60 0 0.84% 14.02%
US EQUITY
SMALL BLEND FSCRX Fidelity ADV Small Cap 90% 3 60 0 1.07% 14.69%
MID-CAP BLEND MPSIX Principal Global MIDCAP Stk Index 82% 3 60 0 0.42% 9.1%
SMALL BLEND PSSIX Principal Global SMCAP Stk Index 77% 3 60 0 0.54% 11.28%
LARGE BLEND PLFIX Principal Global LGCAP Stk Index 76% 3 60 0 0.52% 3.34%
SMALL VALUE FVFRX Franklin Small Cap Value 52% 3 60 0 1.42% 8.24%
LARGE VALUE AEURX A CENT EQTY income R 41% 3 60 0 0.59% 9.81%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity ADV interm Bond 78% 3 60 0 0.45% 3.7%
ULTRASHORT BOND PUSPX Principal Global U.S. Property 0% 3 60 0 NA 0.03%
Average Expense Ratio: 0.83%
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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:HOME)
The plan consists of 28 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
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