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MyPlanIQ 401k Investor Hsbc North America (U.S.) Tax Reduction Investment Plan

Hsbc North America (U.S.) Tax Reduction Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Mkts Stock Idx Inst
INTERNATIONAL EQUITY
Foreign Large Value BIIEX Brandes International Equity I
WORLD STOCK VTWIX Vanguard Total World Stock Index Instl
Foreign Large Blend VIDMX Vanguard Developed Markets Index Instl
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Mkts Stock Idx Inst
INTERNATIONAL EQUITY
Foreign Large Value BIIEX Brandes International Equity I
WORLD STOCK VTWIX Vanguard Total World Stock Index Instl
Foreign Large Blend VIDMX Vanguard Developed Markets Index Instl
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls
Foreign Large Growth NMOAX Columbia Marsico Intl Opp Z
Foreign Large Blend MKRYX MM MSCI EAFE® International Index Y
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE BLEND VINIX Vanguard Institutional Index Instl
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl
Small Growth JSERX JPMorgan Small Cap Equity R5
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
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
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Mkts Stock Idx Inst 87% 3 60 0 0.08% 3.04%
INTERNATIONAL EQUITY
Foreign Large Value BIIEX Brandes International Equity I 84% 3 60 0 1.89% 6.78%
WORLD STOCK VTWIX Vanguard Total World Stock Index Instl 2% 3 60 0 0.07% 2.03%
Foreign Large Blend VIDMX Vanguard Developed Markets Index Instl 0% 3 60 0 0.08% 3.03%
Foreign Large Blend VDMPX Vanguard Developed Markets Idx Instl Pls 0% 3 60 0 0.06% 3.04%
Foreign Large Growth NMOAX Columbia Marsico Intl Opp Z 0% 3 60 0 1.24% 0%
Foreign Large Blend MKRYX MM MSCI EAFE® International Index Y 0% 3 60 0 0.41% 46.77%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 60 0 0.03% 1.39%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.19%
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv 95% 3 60 0 0.31% 17.92%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.38%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 3.05%
LARGE BLEND VINIX Vanguard Institutional Index Instl 77% 3 60 0 0.02% 3.04%
MID-CAP BLEND VIEIX Vanguard Extended Market Idx Instl 75% 3 60 0 0.06% 1.32%
Small Growth JSERX JPMorgan Small Cap Equity R5 65% 3 60 0 0.81% 16.14%
SMALL BLEND NEFJX Natixis Vaughan Nelson Small Cap Value A 53% 3 60 0 1% 6.55%
MID-CAP BLEND VEMPX Vanguard Extended Market Idx Instl Plus 4% 3 60 0 0.06% 1.33%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 4.03%
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm 94% 3 60 0 0.2% 4.01%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 90% 3 60 0 0.1% 4.54%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 3 60 0 0.03% 4.04%
Average Expense Ratio: 0.35%
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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*
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 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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