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MyPlanIQ 401k Investor Hanford Contractors Multi Employer Savings Plan For Hamtc Represented Employees

Hanford Contractors Multi Employer Savings Plan For Hamtc Represented Employees Investment Model Portfolios

This Plan is unrated.
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HANFORD CONTRACTORS MULTI-EMPLOYER SAVINGS PLAN FOR HAMTC REPRESENTED EMPLOYEES
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VPMCX Vanguard PRIMECAP Inv
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A
MID-CAP VALUE HWMAX Hotchkis and Wiley Mid-Cap Value A
LARGE BLEND AIVSX American Funds Invmt Co of America A
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Total Available Funds: 13
  • 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 Balanced 92% 3 60 0 0.42% 1.67%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 13.79%
US EQUITY
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%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 3.5%
LARGE GROWTH VHCOX Vanguard Capital Opportunity Inv 91% 3 60 0 0.43% 11.01%
Small Growth VEXPX Vanguard Explorer Inv 76% 3 60 0 0.45% 7.81%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I 70% 3 60 0 1.97% 1.59%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value A 56% 3 60 0 0.89% 4.5%
MID-CAP VALUE HWMAX Hotchkis and Wiley Mid-Cap Value A 45% 3 60 0 1.97% 1.34%
LARGE BLEND AIVSX American Funds Invmt Co of America A 38% 3 60 0 0.27% 11.09%
FIXED INCOME
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I 90% 3 60 0 0.52% 4.49%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 3.93%
Average Expense Ratio: 0.75%
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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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