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MyPlanIQ 401k Investor The PepsiCo 401(k) Plan for Hourly Employees

The PepsiCo 401(k) Plan for Hourly Employees Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Retirement Income STLAX Blackrock Lifepath 2015
ROOT PEP Pepsico Common Stock
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Bond Separate Account
Foreign Large Blend MAIIX BlackRock International Equity Index Fund
WORLD STOCK SGOLX Security Plus Fund
US EQUITY
Mid-Cap Growth NMCIX Wellington Trust Mid-Cap Opportunities Portfolio
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund
SMALL BLEND MASKX BlackRock Small Cap Equity Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Separate Account
Intermediate-Term Bond WFBIX BlackRock U. S. Bond Index Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Retirement Income STLAX Blackrock Lifepath 2015
ROOT PEP Pepsico Common Stock
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Bond Separate Account
Foreign Large Blend MAIIX BlackRock International Equity Index Fund
WORLD STOCK SGOLX Security Plus Fund
US EQUITY
Mid-Cap Growth NMCIX Wellington Trust Mid-Cap Opportunities Portfolio
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund
SMALL BLEND MASKX BlackRock Small Cap Equity Index Fund
SMALL BLEND RLPIX Royce Low Priced Stock Instl
LARGE BLEND PNIEX Blackrock Large Equity Index
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Separate Account
Intermediate-Term Bond WFBIX BlackRock U. S. Bond Index Fund
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
Others
Retirement Income STLAX Blackrock Lifepath 2015 92% 3 60 0 0.84% 4.98%
ROOT PEP Pepsico Common Stock 0% 3 60 0 NA 4.31%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Bond Separate Account 99% 3 60 0 0.52% 1.4%
Foreign Large Blend MAIIX BlackRock International Equity Index Fund 81% 3 60 0 0.34% 4.01%
WORLD STOCK SGOLX Security Plus Fund 0% 3 60 0 NA 1.65%
US EQUITY
Mid-Cap Growth NMCIX Wellington Trust Mid-Cap Opportunities Portfolio 85% 3 60 0 0.83% 12.62%
Mid-Cap Growth CMGIX BlackRock Mid-Cap Equity Index Fund 82% 3 60 0 1.05% 17.91%
SMALL BLEND MASKX BlackRock Small Cap Equity Index Fund 78% 3 60 0 0.37% 3.66%
SMALL BLEND RLPIX Royce Low Priced Stock Instl 0% 3 60 0 1.19% 0%
LARGE BLEND PNIEX Blackrock Large Equity Index 0% 3 60 0 0.18% 1.61%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Separate Account 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond WFBIX BlackRock U. S. Bond Index Fund 96% 3 60 0 0.1% 3.94%
Average Expense Ratio: 0.63%
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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 for Portfolio Details or Follow -5.7% -4.9% 3.9% 2.8% 8.3% 5.9%

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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 -4.5% -2.2% 4.9% 1.7% 5.5% 6.4%

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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 for Portfolio Details or Follow -5.0% 4.4% 2.8% 6.5% 7.5%

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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:PEP)
The plan consists of 12 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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