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MyPlanIQ HUNTER DOUGLAS INC. EMPLOYEE SAVINGS 401K PLAN

HUNTER DOUGLAS INC. EMPLOYEE SAVINGS 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
HUNTER DOUGLAS EMPLOYEES' RETIREMENT PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Funds
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
LARGE BLEND JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares
MID-CAP VALUE GSMSX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Service Shares
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
FIXED INCOME
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares
Total Available Funds: 12
  • 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 LZEMX Lazard Funds 91% 3 60 0 1.07% 2.47%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 79% 3 60 0 0.5% 6.11%
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg Investment Trust: Thornburg International Value Fund; Institutional Class Shares 94% 3 60 0 1.36% 3.98%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 63% 3 60 0 1.36% 3.84%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.8%
SMALL VALUE CSCZX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class Z Shares 89% 3 60 0 1.24% 13%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 14.16%
LARGE BLEND JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares 55% 3 60 0 0.54% 6%
MID-CAP VALUE GSMSX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Service Shares 46% 3 60 0 0.82% 14.48%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 45% 3 60 0 1.83% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.19%
FIXED INCOME
Intermediate-Term Bond BJBGX Artio Global Investment Funds: Artio Total Return Bond Fund; Class A Shares 0% 3 60 0 0.7% 7.26%
Average Expense Ratio: 0.99%
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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
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