MyPlanIQ 401k Investor HESS CORPORATION EMPLOYEES’ SAVINGS PLAN

HESS CORPORATION EMPLOYEES’ SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Financial Group Principal Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Asset Management Lazard Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Funds Artio International Equity II Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price T. Rowe Price rtmt 2005 Fund
Target Date 2036-2040 TRRDX T. Rowe Price T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund
FIXED INCOME
Inflation-Protected Bond WAIIX Western Asset Western Asset Inflation Index Plus Bond Fund
Intermediate-Term Bond WACPX Western Asset Western Asset Core Plus Bond Fund
Intermediate-Term Bond MPHQX BlackRock BlackRock Total Return Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PIREX Principal Financial Group Principal Real Estate Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Asset Management Lazard Emerging Mkts Fund
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Funds Artio International Equity II Fund
Others
Target Date 2000-2010 TRRFX T. Rowe Price T. Rowe Price rtmt 2005 Fund
Target Date 2036-2040 TRRDX T. Rowe Price T. Rowe Price rtmt 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund
Target Date 2011-2015 TRRGX T. Rowe Price T. Rowe Price rtmt 2015 Fund
Target Date 2016-2020 TRRBX T. Rowe Price T. Rowe Price rtmt 2020 Fund
Target Date 2031-2035 TRRJX T. Rowe Price T. Rowe Price rtmt 2035 Fund
Target Date 2000-2010 TRRAX T. Rowe Price T. Rowe Price rtmt 2010 Fund
Target Date 2021-2025 TRRHX T. Rowe Price T. Rowe Price rtmt 2025 Fund
Target Date 2041-2045 TRRKX T. Rowe Price T. Rowe Price rtmt 2045 Fund
Retirement Income TRRIX T. Rowe Price T. Rowe Price rtmt Income Fund
ROOT CASH BlackRock BlackRock TempFund
ROOT CASH JPMorgan Chase Money Mkt Fund
FIXED INCOME
Inflation-Protected Bond WAIIX Western Asset Western Asset Inflation Index Plus Bond Fund
Intermediate-Term Bond WACPX Western Asset Western Asset Core Plus Bond Fund
Intermediate-Term Bond MPHQX BlackRock BlackRock Total Return Fund
High Yield Bond BRHYX BlackRock BlackRock High Yield Bond Fund
US EQUITY
SMALL VALUE VISVX The Vanguard Group Vanguard Small-Cap Index Fund
Mid-Cap Growth VMGIX The Vanguard Group mid-Cap Index Fund
LARGE BLEND VFINX The Vanguard Group Vanguard 500 Index Fund
MID-CAP BLEND CRIMX CRM Funds Mid Cap Value Fund
Small Growth WBSIX William Blair Funds William BlairFu International Small Cap Growth fund
SMALL VALUE JASCX James Adv Funds J Fames Small Cap Value fund
LARGE VALUE OIBHX Old Mutual Old Mutual Barrow Hanley Value Fund
LARGE GROWTH PAPIX Allianz Global Investors Allianz Cadence Capital app Fund
Total Available Funds: 27
  • 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
REAL ESTATE
REAL ESTATE PIREX Principal Financial Group Principal Real Estate Fund 81% 3 60 0 1.99% 3.53%
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Asset Management Lazard Emerging Mkts Fund 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Funds Artio International Equity II Fund 93% 3 60 0 0.9% 4.99%
Others
Target Date 2000-2010 TRRFX T. Rowe Price T. Rowe Price rtmt 2005 Fund 100% 3 60 0 0.34% 2.74%
Target Date 2036-2040 TRRDX T. Rowe Price T. Rowe Price rtmt 2040 Fund 100% 3 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX T. Rowe Price T. Rowe Price rtmt 2030 Fund 100% 3 60 0 1.08% 10.48%
Target Date 2011-2015 TRRGX T. Rowe Price T. Rowe Price rtmt 2015 Fund 100% 3 60 0 0.76% 11.16%
Target Date 2016-2020 TRRBX T. Rowe Price T. Rowe Price rtmt 2020 Fund 100% 3 60 0 0.78% 11.87%
Target Date 2031-2035 TRRJX T. Rowe Price T. Rowe Price rtmt 2035 Fund 97% 3 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX T. Rowe Price T. Rowe Price rtmt 2010 Fund 97% 3 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX T. Rowe Price T. Rowe Price rtmt 2025 Fund 96% 3 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX T. Rowe Price T. Rowe Price rtmt 2045 Fund 96% 3 60 0 1.12% 6.6%
Retirement Income TRRIX T. Rowe Price T. Rowe Price rtmt Income Fund 91% 3 60 0 0.34% 2.96%
ROOT CASH BlackRock BlackRock TempFund 0% 1 60 0 NA 4.14%
ROOT CASH JPMorgan Chase Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond WAIIX Western Asset Western Asset Inflation Index Plus Bond Fund 79% 3 60 0 0.82% 3.46%
Intermediate-Term Bond WACPX Western Asset Western Asset Core Plus Bond Fund 78% 3 60 0 0.82% 4.45%
Intermediate-Term Bond MPHQX BlackRock BlackRock Total Return Fund 75% 3 60 0 0.75% 4.38%
High Yield Bond BRHYX BlackRock BlackRock High Yield Bond Fund 72% 3 60 0 0.51% 5.68%
US EQUITY
SMALL VALUE VISVX The Vanguard Group Vanguard Small-Cap Index Fund 100% 3 60 0 0.06% 1.97%
Mid-Cap Growth VMGIX The Vanguard Group mid-Cap Index Fund 98% 3 60 0 0.19% 0.58%
LARGE BLEND VFINX The Vanguard Group Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND CRIMX CRM Funds Mid Cap Value Fund 87% 3 60 0 1.16% 1.08%
Small Growth WBSIX William Blair Funds William BlairFu International Small Cap Growth fund 71% 3 60 0 1.24% 1.57%
SMALL VALUE JASCX James Adv Funds J Fames Small Cap Value fund 34% 3 60 0 1.56% 0.69%
LARGE VALUE OIBHX Old Mutual Old Mutual Barrow Hanley Value Fund 0% 3 60 0 NA 0%
LARGE GROWTH PAPIX Allianz Global Investors Allianz Cadence Capital app Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.83%
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Related Retirement Plans
HESS CORPORATION EMPLOYEES' SAVINGS PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -1.9% 3.1% 2.0% 6.2% 5.4% 8.0%

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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:HES)
The plan consists of 27 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.

 



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