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MyPlanIQ HENDRICK AUTOMOTIVE GROUP 401K PLAN

HENDRICK AUTOMOTIVE GROUP 401K PLAN Investment Model Portfolios

This Plan is unrated.
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HENDRICK AUTOMOTIVE GROUP 401(K) PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend DIISX Dreyfus Index Funds
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
SMALL BLEND DISSX Dreyfus Index Funds
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Blend DIISX Dreyfus Index Funds
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
SMALL BLEND DISSX Dreyfus Index Funds
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Total Available Funds: 10
  • 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 ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares 49% 3 60 0 1.04% 7.22%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Blend DIISX Dreyfus Index Funds 81% 3 60 0 0.6% 4.89%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 13.94%
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 4.14%
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 15.38%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 3.04%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 12.76%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.9%
Average Expense Ratio: 0.64%
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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*
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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
The investment options have not been imported yet.


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