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MyPlanIQ 401k Investor HERITAGE FINANCIAL CORPORATION 401(k) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

HERITAGE FINANCIAL CORPORATION 401(k) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Mkts Value Fund
Others
ROOT CASH Schwab cash
ROOT CASH Schwab Unitized Fund cash
ROOT CASH Frank Russell Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Capital World G I-4
Foreign Large Blend REREX American Funds Europac R4
Foreign Large Growth VIFIX Van Kampen Growth
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP BLEND ABMIX Aston Optimum Mid Cap Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Mkts Value Fund
Others
ROOT CASH Schwab cash
ROOT CASH Schwab Unitized Fund cash
ROOT CASH Frank Russell Money Mkt Fund
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Capital World G I-4
Foreign Large Blend REREX American Funds Europac R4
Foreign Large Growth VIFIX Van Kampen Growth
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE BLEND NYVTX Davis NY Venture A
MID-CAP BLEND ABMIX Aston Optimum Mid Cap Fund
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A
LARGE GROWTH RGAEX American Funds Growth Fund R4
Small Growth BSCFX Baron Small Cap Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Admin Fund
Total Available Funds: 14
  • 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 DFEVX DFA Emerging Mkts Value Fund 96% 3 60 0 0.44% 4.28%
Others
ROOT CASH Schwab cash 0% 1 60 0 NA 2.53%
ROOT CASH Schwab Unitized Fund cash 0% 1 60 0 NA 2.53%
ROOT CASH Frank Russell Money Mkt Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK RWIEX American Capital World G I-4 63% 3 60 0 0.53% 11.09%
Foreign Large Blend REREX American Funds Europac R4 57% 3 60 0 0.9% 14.16%
Foreign Large Growth VIFIX Van Kampen Growth 0% 3 60 0 NA 1.44%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Fund 97% 3 60 0 0.14% 1.19%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
MID-CAP BLEND ABMIX Aston Optimum Mid Cap Fund 87% 3 60 0 0.76% 12.63%
SMALL VALUE PCVAX Allianz NFJ Small Cap Value Fund Class A 56% 3 60 0 0.89% 4.5%
LARGE GROWTH RGAEX American Funds Growth Fund R4 39% 3 60 0 0.3% 11.29%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 8.98%
FIXED INCOME
Intermediate-Term Bond PTRAX Pimco Total Return Admin Fund 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.78%
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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 0.2% 0.9% -0.6% 3.3% 3.3% 2.7%

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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:HFWA)
The plan consists of 14 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
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