MyPlanIQ 401k Investor BAKER 401(k) PLAN

BAKER 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds American Funds New Perspective Fund Class R5
Foreign Large Blend FIGRX Fidelity Investments Fidelity International Discovery Fund
Foreign Large Blend FSIIX Fidelity Investments Spartan International Index Fund Investor Class
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom Fund 2015
FIXED INCOME
Intermediate-Term Bond VBMFX The Vanguard Group Vanguard Total Bond Mkt Index Fund Investor Shares
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Distributors LLC Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds American Funds New Perspective Fund Class R5
Foreign Large Blend FIGRX Fidelity Investments Fidelity International Discovery Fund
Foreign Large Blend FSIIX Fidelity Investments Spartan International Index Fund Investor Class
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom Fund 2020
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom Fund 2015
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom Fund 2035
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom Fund 2030
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom Fund 2040
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom Fund 2025
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom Fund 2050
Moderate Allocation DODBX Dodge Cox Dodge Cox Balanced Fund
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom Fund 2010
Moderate Allocation OAKBX Harris Associates L.P. Oakmark Equity & Income Fund Class I
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom Fund 2045
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom Fund 2005
ROOT CASH Fidelity Investments Cash Balance
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom Fund 2000
ROOT CASH Fidelity Investments Fidelity rtmt Money Mkt Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX The Vanguard Group Vanguard Total Bond Mkt Index Fund Investor Shares
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Distributors LLC Pacific Investment Management Company Total Return Fund Institutional Class
US EQUITY
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund
SMALL BLEND LSSCX Loomis Sayles Loomis Sayles Small Cap Value Fund Institutional Class
Small Growth HSCYX Hartford Investment Financial Services LLC The Hartford Small Company Fund Class Y
LARGE GROWTH RGAFX American Funds American Funds The Growth Fund of Amer Class R5
MID-CAP BLEND FSEMX Fidelity Investments Spartan Extended Mkt Index Fund Investor Class
LARGE BLEND FSMKX Fidelity Investments Spartan 500 Index Fund Investor Class
Total Available Funds: 29
  • 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
INTERNATIONAL EQUITY
WORLD STOCK RNPFX American Funds American Funds New Perspective Fund Class R5 91% 3 60 0 1.47% 5.72%
Foreign Large Blend FIGRX Fidelity Investments Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIIX Fidelity Investments Spartan International Index Fund Investor Class 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom Fund 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom Fund 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom Fund 2035 96% 3 60 0 0.66% 3.25%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom Fund 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom Fund 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom Fund 2025 95% 3 60 0 0.34% 2.01%
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom Fund 2050 94% 3 60 0 0.75% 3.56%
Moderate Allocation DODBX Dodge Cox Dodge Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom Fund 2010 92% 3 60 0 0.49% 3.21%
Moderate Allocation OAKBX Harris Associates L.P. Oakmark Equity & Income Fund Class I 91% 3 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom Fund 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom Fund 2005 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity Investments Cash Balance 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Investments Fidelity Freedom Fund 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Investments Fidelity rtmt Money Mkt Portfolio 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX The Vanguard Group Vanguard Total Bond Mkt Index Fund Investor Shares 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX Pacific Investment Management Company Funds Distributors LLC Pacific Investment Management Company Total Return Fund Institutional Class 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
LARGE GROWTH FCNTX Fidelity Investments Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
SMALL BLEND LSSCX Loomis Sayles Loomis Sayles Small Cap Value Fund Institutional Class 88% 3 60 0 1.4% 0.19%
Small Growth HSCYX Hartford Investment Financial Services LLC The Hartford Small Company Fund Class Y 84% 3 60 0 1.61% 0%
LARGE GROWTH RGAFX American Funds American Funds The Growth Fund of Amer Class R5 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND FSEMX Fidelity Investments Spartan Extended Mkt Index Fund Investor Class 75% 3 60 0 0.1% 0%
LARGE BLEND FSMKX Fidelity Investments Spartan 500 Index Fund Investor Class 0% 3 60 0 NA NA
Average Expense Ratio: 0.69%
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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 2.2% 13.0% 3.5% 10.3% 8.3% 9.8%

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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:BHI)
The plan consists of 30 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Baker Hughes Incorporated and its subsidiaries supply wellbore related products, and technology services and systems for drilling, formation evaluation, completion and production, and reservoir technology and consulting to the oil and natural gas industry worldwide. It operates in two segments, Drilling and Evaluation, and Completion and Production.



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