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MyPlanIQ
401k Investor
Harvest Graphics 401k
Investment Options
| Total Available Funds: | 21 |
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| Total Available Funds: | 21 |
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| 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.9%
* 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* |
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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* |
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Click for Portfolio Details or Follow | 16.6% | 17.3% | 6.7% | 10.6% | 7.9% | 8.7% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| 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* |
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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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:HNR)
The plan consists of 21 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
The following is Harvest Graphics 401K investment options. The default 3 month minimum holidng period is assumed for each fund (other than Money Market)
Buffalo Small Cap BUFSX Dodge & Cox Int’l DODFX Fidelity Advisor Lev Co Stk FLSAX Goldman Sachs Mid Value GCMAX Heritage Mid Cap Stk HMCAX Janus fund JDGAX Neuberger Berman Genesis NBGNX Oppenheimer Main St Small OPMSX American Century Ultra TWCUX Templeton Foreign fund TEMFX Thornburg Intl Value TGVIX Amer Fds World G/I R5 RWIFX Amer Century Inc & Growth BIGRX Dreyfus S&P 500 PEOPX Fidelity Puritan FPURX Pioneer High Yield TAHYX Van Kampen Comstock ACSTX Amer Fds Bond Fund RBFFX Federated Bond fund ISHIX Vanguard Short term US Treas VFIRX Fidelity Money Market
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