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MyPlanIQ 401k Investor HARSCO RETIREMENT SAVINGS AND INVESTMENT PLAN

HARSCO RETIREMENT SAVINGS AND INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Fund
LARGE VALUE DODGX Dodge Cox Stock Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley Institutional Fund Inc. U.S. Real Estate Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Short-Term Bond MADBX Core Growth Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045
Retirement Income TRRIX T Rowe Price rtmt Income
Target Date 2050+ TRRMX T Rowe Price rtmt 2050
ROOT CASH Putnam Money Mkt
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Fund
LARGE VALUE DODGX Dodge Cox Stock Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley Institutional Fund Inc. U.S. Real Estate Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Short-Term Bond MADBX Core Growth Fund
Total Available Funds: 21
  • 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 2036-2040 TRRDX T Rowe Price rtmt 2040 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 100% 3 60 0 0.78% 6.23%
Target Date 2011-2015 TRRGX T Rowe Price rtmt 2015 100% 3 60 0 0.76% 5.87%
Target Date 2000-2010 TRRFX T Rowe Price rtmt 2005 100% 3 60 0 0.34% 5.7%
Target Date 2031-2035 TRRJX T Rowe Price rtmt 2035 97% 3 60 0 0.84% 4.92%
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 97% 3 60 0 0.99% 6%
Target Date 2021-2025 TRRHX T Rowe Price rtmt 2025 96% 3 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX T Rowe Price rtmt 2045 96% 3 60 0 1.12% 4.11%
Retirement Income TRRIX T Rowe Price rtmt Income 91% 3 60 0 0.34% 5.2%
Target Date 2050+ TRRMX T Rowe Price rtmt 2050 77% 3 60 0 0.63% 4.34%
ROOT CASH Putnam Money Mkt 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund 94% 3 60 0 0.84% 14.02%
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis Tr Fund 96% 3 60 0 0.84% 14.29%
LARGE VALUE DODGX Dodge Cox Stock Fund 93% 3 60 0 0.52% 1.38%
MID-CAP BLEND CRIMX CRM Mid Cap Value Fund 88% 3 60 0 1.16% 6.47%
LARGE BLEND VINIX Vanguard Institutional Index Fund 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 11.46%
REAL ESTATE
REAL ESTATE REFDX Morgan Stanley Institutional Fund Inc. U.S. Real Estate Fund 0% 3 60 0 NA 0.42%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
Short-Term Bond MADBX Core Growth Fund 0% 3 60 0 0.65% 2.75%
Average Expense Ratio: 0.74%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 0.7% 5.9% 1.4% 4.4% 3.9% 5.7%

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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:HSC)
The plan consists of 22 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.

The symbol of the complany is HSC.



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