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MyPlanIQ John Hancock Retirement Plan Services

John Hancock Retirement Plan Services

Investment Menu Rating:

Investment Options
Total Available Funds: 50
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
Others
ROOT DSEFX DSEFX
Moderate Allocation JILBX JILBX
Conservative Allocation JILCX JILCX
INTERNATIONAL EQUITY
WORLD STOCK TEDIX TEDIX
Foreign Large Blend RERCX RERCX
WORLD STOCK OPPAX OPPAX
US EQUITY
MID-CAP VALUE LAVLX LAVLX
MID-CAP VALUE FRBSX FRBSX
LARGE BLEND NYVTX NYVTX
Total Available Funds: 50
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
Others
ROOT DSEFX DSEFX
Moderate Allocation JILBX JILBX
Conservative Allocation JILCX JILCX
Conservative Allocation JILMX JILMX
Health PRHSX PRHSX
Moderate Allocation RLBCX RLBCX
Utilities MMUFX MMUFX
Technology PASTX PASTX
Financial RPFGX RPFGX
INTERNATIONAL EQUITY
WORLD STOCK TEDIX TEDIX
Foreign Large Blend RERCX RERCX
WORLD STOCK OPPAX OPPAX
WORLD STOCK TEMWX TEMWX
Foreign Small/Mid Value FINEX FINEX
Foreign Large Blend JEIEX JEIEX
Foreign Large Value JIVIX JIVIX
US EQUITY
MID-CAP VALUE LAVLX LAVLX
MID-CAP VALUE FRBSX FRBSX
LARGE BLEND NYVTX NYVTX
LARGE BLEND JILGX JILGX
LARGE BLEND JILAX JILAX
MID-CAP BLEND JECIX JECIX
LARGE BLEND JETSX JETSX
SMALL BLEND JESIX JESIX
LARGE VALUE WPVLX WPVLX
LARGE BLEND JEQAX JEQAX
LARGE BLEND LDFVX LDFVX
Small Growth GTSAX GTSAX
LARGE VALUE PAFDX PAFDX
LARGE GROWTH PJFAX PJFAX
SMALL BLEND PASVX PASVX
LARGE GROWTH PABGX PABGX
Mid-Cap Growth FRSGX FRSGX
LARGE VALUE MDLVX MDLVX
LARGE VALUE TEBIX TEBIX
LARGE GROWTH LMGFX LMGFX
Mid-Cap Growth TWCVX TWCVX
Mid-Cap Growth JIMSX JIMSX
LARGE GROWTH CSTGX CSTGX
LARGE VALUE UMBIX UMBIX
LARGE BLEND JEINX JEINX
LARGE VALUE JIQVX JIQVX
REAL ESTATE
REAL ESTATE RRREX RRREX
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
SHORT GOVERNMENT VSGBX VSGBX
Multisector Bond RPSIX RPSIX
Intermediate-Term Bond PTRAX PTRAX
High Yield Bond SAHYX SAHYX
Total Available Funds: 50
  • 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 VEIEX VEIEX 99% 3 60 0 0.08% 2.88%
DIVERSIFIED EMERGING MKTS ODMAX ODMAX 64% 3 60 0 0.84% 35%
Others
ROOT DSEFX DSEFX 98% 3 60 0 0.71% 11.34%
Moderate Allocation JILBX JILBX 79% 3 60 0 1.18% 10.61%
Conservative Allocation JILCX JILCX 79% 3 60 0 1.33% 3.47%
Conservative Allocation JILMX JILMX 77% 3 60 0 0.92% 6.72%
Health PRHSX PRHSX 63% 3 60 0 0.8% 13.55%
Moderate Allocation RLBCX RLBCX 63% 3 60 0 0.31% 8.46%
Utilities MMUFX MMUFX 46% 3 60 0 1% 4%
Technology PASTX PASTX 42% 3 60 0 0.84% 13.76%
Financial RPFGX RPFGX 33% 3 60 0 0.72% 4.59%
INTERNATIONAL EQUITY
WORLD STOCK TEDIX TEDIX 57% 3 60 0 1.45% 10.86%
Foreign Large Blend RERCX RERCX 56% 3 60 0 0.9% 13.98%
WORLD STOCK OPPAX OPPAX 48% 3 60 0 1.31% 22.42%
WORLD STOCK TEMWX TEMWX 44% 3 60 0 0.81% 13.7%
Foreign Small/Mid Value FINEX FINEX 0% 3 60 0 1.55% 2%
Foreign Large Blend JEIEX JEIEX 0% 3 60 0 0.63% 0%
Foreign Large Value JIVIX JIVIX 0% 3 60 0 0.89% 11.55%
US EQUITY
MID-CAP VALUE LAVLX LAVLX 93% 3 60 0 0.86% 7.32%
MID-CAP VALUE FRBSX FRBSX 93% 3 60 0 1.15% 4.69%
LARGE BLEND NYVTX NYVTX 92% 3 60 0 1.75% 12.3%
LARGE BLEND JILGX JILGX 84% 3 60 0 0.97% 13.58%
LARGE BLEND JILAX JILAX 81% 3 60 0 1.29% 15.2%
MID-CAP BLEND JECIX JECIX 80% 3 60 0 0.54% 8.96%
LARGE BLEND JETSX JETSX 78% 3 60 0 0.57% 3.07%
SMALL BLEND JESIX JESIX 78% 3 60 0 0.6% 8.02%
LARGE VALUE WPVLX WPVLX 69% 3 60 0 1.09% 8.34%
LARGE BLEND JEQAX JEQAX 68% 3 60 0 0.76% 12.18%
LARGE BLEND LDFVX LDFVX 54% 3 60 0 0.63% 8.52%
Small Growth GTSAX GTSAX 53% 3 60 0 0.91% 11.05%
LARGE VALUE PAFDX PAFDX 50% 3 60 0 1.23% 2.63%
LARGE GROWTH PJFAX PJFAX 45% 3 60 0 0.58% 13.36%
SMALL BLEND PASVX PASVX 43% 3 60 0 1.17% 11.8%
LARGE GROWTH PABGX PABGX 42% 3 60 0 1.23% 6.04%
Mid-Cap Growth FRSGX FRSGX 41% 3 60 0 0.85% 7.81%
LARGE VALUE MDLVX MDLVX 34% 3 60 0 0.79% 9.8%
LARGE VALUE TEBIX TEBIX 31% 3 60 0 1.77% 7.24%
LARGE GROWTH LMGFX LMGFX 26% 3 60 0 1.06% 7.28%
Mid-Cap Growth TWCVX TWCVX 0% 3 60 0 1.03% 0%
Mid-Cap Growth JIMSX JIMSX 0% 3 60 0 0.91% 0%
LARGE GROWTH CSTGX CSTGX 0% 3 60 0 1.29% 0%
LARGE VALUE UMBIX UMBIX 0% 3 60 0 0.97% 13.86%
LARGE BLEND JEINX JEINX 0% 3 60 0 0.53% 6.18%
LARGE VALUE JIQVX JIQVX 0% 3 60 0 NA 5.88%
REAL ESTATE
REAL ESTATE RRREX RRREX 80% 3 60 0 0.61% 1.83%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX 100% 3 60 0 0.15% 3.9%
SHORT GOVERNMENT VSGBX VSGBX 95% 3 60 0 0.1% 3.86%
Multisector Bond RPSIX RPSIX 84% 3 60 0 0.62% 5.7%
Intermediate-Term Bond PTRAX PTRAX 66% 3 60 0 0.8% 4.37%
High Yield Bond SAHYX SAHYX 0% 3 60 0 0.9% 4.47%
Average Expense Ratio: 0.9%
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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 for Portfolio Details or Follow -2.1% -5.9% 4.2% 3.2% 7.5% 5.7%

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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 0.5% 9.0% 4.1% 6.6% 6.2% 7.4%

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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:HBHC)
The plan consists of 50 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs and Emerging Market Equity.
Hancock Holding (Ticker:HBHC) has the "John Hancock Retirement Plan Services".

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