MyPlanIQ 401k Investor Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan

Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified International Fund
Foreign Large Value TEMFX Templeton Foreign A Fund
Others
Target Date 2016-2020 FFFDX Freedom 2020 Fund
Target Date 2016-2020 FFFDX Freedom 2000 Fund
Retirement Income FFFAX Freedom Income Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund
Intermediate-Term Bond FTHRX Intermediate Bond Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Management Trust Company Contrafund
LARGE BLEND FGRIX Fidelity Management Trust Company Growth and Income Fund
LARGE GROWTH FMAGX Fidelity Management Trust Company Growth Magellan Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Diversified International Fund
Foreign Large Value TEMFX Templeton Foreign A Fund
Others
Target Date 2016-2020 FFFDX Freedom 2020 Fund
Target Date 2016-2020 FFFDX Freedom 2000 Fund
Retirement Income FFFAX Freedom Income Fund
Target Date 2026-2030 FFFEX Freedom 2030 Fund
Target Date 2036-2040 FFFFX Freedom 2040 Fund
Target Date 2000-2010 FFFCX Freedom 2010 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund
Intermediate-Term Bond FTHRX Intermediate Bond Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Management Trust Company Contrafund
LARGE BLEND FGRIX Fidelity Management Trust Company Growth and Income Fund
LARGE GROWTH FMAGX Fidelity Management Trust Company Growth Magellan Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund
LARGE BLEND DSFRX Domini Social Equity Fund
LARGE GROWTH DPUIX Spartan U.S. Equity Fund
SMALL BLEND RSPFX RS Partners Fund—A
MID-CAP BLEND FLPSX Low Priced Stock Fund
LARGE VALUE ICAZX ICAP Equity Fund
Mid-Cap Growth RAISX Rainier SM/Mid Cap Equity Fund
Total Available Funds: 21
  • 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
Foreign Large Blend FDIVX Diversified International Fund 98% 3 60 0 0.65% 1.59%
Foreign Large Value TEMFX Templeton Foreign A Fund 55% 3 60 0 0.85% 1.01%
Others
Target Date 2016-2020 FFFDX Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Target Date 2016-2020 FFFDX Freedom 2000 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2026-2030 FFFEX Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2000-2010 FFFCX Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond FTHRX Intermediate Bond Fund 78% 3 60 0 0.45% 3.11%
US EQUITY
LARGE GROWTH FCNTX Fidelity Management Trust Company Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FGRIX Fidelity Management Trust Company Growth and Income Fund 95% 3 60 0 0.58% 1.47%
LARGE GROWTH FMAGX Fidelity Management Trust Company Growth Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE GROWTH HACAX Harbor Capital Appreciation Fund 75% 3 60 0 1.04% 0%
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund 75% 3 60 0 0.1% 0%
LARGE BLEND DSFRX Domini Social Equity Fund 69% 3 60 0 1.09% 1.36%
LARGE GROWTH DPUIX Spartan U.S. Equity Fund 69% 3 60 0 0.83% 146.71%
SMALL BLEND RSPFX RS Partners Fund—A 40% 3 60 0 1.12% 5.35%
MID-CAP BLEND FLPSX Low Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE VALUE ICAZX ICAP Equity Fund 0% 3 60 0 1.53% 23.56%
Mid-Cap Growth RAISX Rainier SM/Mid Cap Equity Fund 0% 3 60 0 1.01% 11.98%
Average Expense Ratio: 0.74%
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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 4.7% 14.2% 2.5% 6.9% 5.4% 7.1%

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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:HPQ)
The plan consists of 22 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan is a defined contribution plan with a profit-sharing component.



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