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MyPlanIQ HP HOOD LLC RETIREMENT SAVINGS PLAN

HP HOOD LLC RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
HP HOOD LLC RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2000-2010 JSWIX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Institutional Class Shares
Target Date 2011-2015 JSFIX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE ALVIX American Century Capital Portfolios
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Trust II: JPMorgan Core Bond Fund; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
Target Date 2000-2010 JSWIX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Institutional Class Shares
Target Date 2011-2015 JSFIX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE ALVIX American Century Capital Portfolios
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Trust II: JPMorgan Core Bond Fund; Class A Shares
Total Available Funds: 10
  • 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
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.67%
Target Date 2000-2010 JSWIX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Institutional Class Shares 0% 3 60 0 0.61% 2.9%
Target Date 2011-2015 JSFIX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Institutional Class Shares 0% 3 60 0 0.66% 1.68%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.79%
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares 100% 3 60 0 0.96% 7.21%
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 98% 3 60 0 0.04% 1.46%
LARGE VALUE ALVIX American Century Capital Portfolios 74% 3 60 0 0.63% 12.43%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 11.19%
LARGE BLEND VIFSX Vanguard Index Funds: Vanguard 500 Index Fund; Signal Shares 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Trust II: JPMorgan Core Bond Fund; Class A Shares 65% 3 60 0 1.1% 3.52%
Average Expense Ratio: 0.57%
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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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