MyPlanIQ D.R. HORTON INC. PROFIT SHARING PLUS PLAN

D.R. HORTON INC. PROFIT SHARING PLUS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
EUROPE STOCK PRESX T Rowe Price International Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2031-2035 PRRYX Putnam RetirementReady Funds: Putnam RetirementReady 2035 Fund; Class Y Shares
Target Date 2036-2040 PRZZX Putnam RetirementReady Funds: Putnam RetirementReady 2040 Fund; Class Y Shares
Target Date 2041-2045 PRVLX Putnam RetirementReady Funds: Putnam RetirementReady 2045 Fund; Class A Shares
US EQUITY
LARGE GROWTH PNOPX Putnam Multi-Cap Growth Fund; Class A Shares
MID-CAP VALUE LVMAX Lord Abbett Equity Trust: Lord Abbett Calibrated Mid Cap Value Fund; Class A Shares
FIXED INCOME
LONG GOVERNMENT PGOVX PIMCO Funds: PIMCO Long-Term US Government Fund; Institutional Class Shares
High Yield Bond PHYIX Putnam High Yield Advantage Fund; Class A Shares
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
EUROPE STOCK PRESX T Rowe Price International Funds
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2031-2035 PRRYX Putnam RetirementReady Funds: Putnam RetirementReady 2035 Fund; Class Y Shares
Target Date 2036-2040 PRZZX Putnam RetirementReady Funds: Putnam RetirementReady 2040 Fund; Class Y Shares
Target Date 2041-2045 PRVLX Putnam RetirementReady Funds: Putnam RetirementReady 2045 Fund; Class A Shares
Target Date 2021-2025 PRROX Putnam RetirementReady Funds: Putnam RetirementReady 2025 Fund; Class A Shares
Target Date 2026-2030 PRRQX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class A Shares
Retirement Income PRMAX Putnam RetirementReady Funds: Putnam Retirement Income Fund Lifestyle 1; Class A Shares
Moderate Allocation PGEOX George Putnam Balanced Fund; Class A Shares
Target Date 2016-2020 PRRMX Putnam RetirementReady Funds: Putnam RetirementReady 2020 Fund; Class A Shares
Target Date 2011-2015 PRRHX Putnam RetirementReady Funds: Putnam RetirementReady 2015 Fund; Class A Shares
US EQUITY
LARGE GROWTH PNOPX Putnam Multi-Cap Growth Fund; Class A Shares
MID-CAP VALUE LVMAX Lord Abbett Equity Trust: Lord Abbett Calibrated Mid Cap Value Fund; Class A Shares
FIXED INCOME
LONG GOVERNMENT PGOVX PIMCO Funds: PIMCO Long-Term US Government Fund; Institutional Class Shares
High Yield Bond PHYIX Putnam High Yield Advantage Fund; Class A Shares
Total Available Funds: 15
  • 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
INTERNATIONAL EQUITY
EUROPE STOCK PRESX T Rowe Price International Funds 76% 3 60 0 0% 1.78%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.58%
Others
Target Date 2031-2035 PRRYX Putnam RetirementReady Funds: Putnam RetirementReady 2035 Fund; Class Y Shares 88% 3 60 0 0.6% 2.3%
Target Date 2036-2040 PRZZX Putnam RetirementReady Funds: Putnam RetirementReady 2040 Fund; Class Y Shares 87% 3 60 0 0.85% 2.11%
Target Date 2041-2045 PRVLX Putnam RetirementReady Funds: Putnam RetirementReady 2045 Fund; Class A Shares 63% 3 60 0 1% 2.34%
Target Date 2021-2025 PRROX Putnam RetirementReady Funds: Putnam RetirementReady 2025 Fund; Class A Shares 59% 3 60 0 0.75% 3.18%
Target Date 2026-2030 PRRQX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class A Shares 53% 3 60 0 0.6% 3.2%
Retirement Income PRMAX Putnam RetirementReady Funds: Putnam Retirement Income Fund Lifestyle 1; Class A Shares 33% 3 60 0 1.6% 3.8%
Moderate Allocation PGEOX George Putnam Balanced Fund; Class A Shares 30% 3 60 0 1.69% 1.32%
Target Date 2016-2020 PRRMX Putnam RetirementReady Funds: Putnam RetirementReady 2020 Fund; Class A Shares 0% 3 60 0 0.9% 2.87%
Target Date 2011-2015 PRRHX Putnam RetirementReady Funds: Putnam RetirementReady 2015 Fund; Class A Shares 0% 3 60 0 1.03% 0%
US EQUITY
LARGE GROWTH PNOPX Putnam Multi-Cap Growth Fund; Class A Shares 30% 3 60 0 0.99% 3.36%
MID-CAP VALUE LVMAX Lord Abbett Equity Trust: Lord Abbett Calibrated Mid Cap Value Fund; Class A Shares 0% 3 60 0 0.85% 0.02%
FIXED INCOME
LONG GOVERNMENT PGOVX PIMCO Funds: PIMCO Long-Term US Government Fund; Institutional Class Shares 61% 3 60 0 1.39% 2.96%
High Yield Bond PHYIX Putnam High Yield Advantage Fund; Class A Shares 61% 3 60 0 1.79% 6.16%
Average Expense Ratio: 1%
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Related Retirement Plans
D.R. HORTON, INC. PROFIT SHARING PLUS PLAN
Model Portfolios

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
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