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MyPlanIQ 401k Investor Hunt Companies Inc 401k plan

Hunt Companies Inc 401k plan

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz NFJ International Value A
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
Moderate Allocation FBALX Fidelity Balanced
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz NFJ International Value A
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE VALUE MEIAX MFS Value A
Small Growth HRSCX Eagle Small Cap Growth A
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Total Available Funds: 12
  • 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 FBALX Fidelity Balanced 79% 3 60 0 0.5% 6.11%
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz NFJ International Value A 55% 3 60 0 1.01% 6.25%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor 91% 3 60 0 1.05% 7.15%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.39%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.32%
LARGE VALUE MEIAX MFS Value A 54% 3 60 0 0.8% 9.45%
Small Growth HRSCX Eagle Small Cap Growth A 43% 3 60 0 0.71% 9.14%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A 39% 3 60 0 1.23% 21.45%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.05%
REAL ESTATE
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.95%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.82%
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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 for Portfolio Details or Follow -0.3% 5.2% -1.2% 2.7% 3.8% 5.0%

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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:)
The plan consists of 16 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

This plan is created based on a user's request.



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