MyPlanIQ 401k Investor The Walt Disney Hourly Savings and Investment Plan

The Walt Disney Hourly Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class
US EQUITY
LARGE BLEND SEQUX Sequoia Fund
LARGE BLEND FSTMX Fidelity US Equity Index Commingled Pool – Class 1
LARGE GROWTH CGRIX Calamos Growth Fund – Institutional Class
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Conservative Allocation FTANX Fidelity Asset Manager Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
ROOT CASH Fidelity Institutional Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class
US EQUITY
LARGE BLEND SEQUX Sequoia Fund
LARGE BLEND FSTMX Fidelity US Equity Index Commingled Pool – Class 1
LARGE GROWTH CGRIX Calamos Growth Fund – Institutional Class
LARGE GROWTH FDCAX Fidelity Capital Appreciation Fund
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Class
SMALL BLEND TETIX Tamarack Enterprise I Fund – Institutional Share
LARGE BLEND AIGOX Fidelity Growth & Income Portfolio Fund
MID-CAP BLEND CAAPX Ariel Appreciation Fund
Mid-Cap Growth BGRFX Baron Growth Fund
SMALL BLEND RLPHX Royce Low Priced Stock Fund – Investment Class
Total Available Funds: 26
  • 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 Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Conservative Allocation FTANX Fidelity Asset Manager Fund 95% 3 60 0 0.83% 2.81%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Institutional Money Market Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Fund – Institutional Class 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE BLEND SEQUX Sequoia Fund 100% 3 60 0 1% 0%
LARGE BLEND FSTMX Fidelity US Equity Index Commingled Pool – Class 1 94% 3 60 0 0.09% 1.62%
LARGE GROWTH CGRIX Calamos Growth Fund – Institutional Class 76% 3 60 0 1.05% 0%
LARGE GROWTH FDCAX Fidelity Capital Appreciation Fund 73% 3 60 0 0.83% 3.39%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund – Institutional Class 72% 3 60 0 0.04% 1.5%
SMALL BLEND TETIX Tamarack Enterprise I Fund – Institutional Share 65% 3 60 0 1.09% 13.52%
LARGE BLEND AIGOX Fidelity Growth & Income Portfolio Fund 52% 3 60 0 0.93% 0.83%
MID-CAP BLEND CAAPX Ariel Appreciation Fund 46% 3 60 0 1.1% 6.13%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 1.84%
SMALL BLEND RLPHX Royce Low Priced Stock Fund – Investment Class 0% 3 60 0 1.26% 6.51%
Average Expense Ratio: 0.71%
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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 5.2% 15.9% 4.6% 8.0% 5.2% 7.6%

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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 for Portfolio Details or Follow 6.6% 16.2% 2.9% 4.3% 4.7% 7.3%

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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:DIS)
The plan consists of 28 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The Walt Disney Company (Ticker: DIS), together with its subsidiaries, operates as an entertainment company worldwide. The company’s Media Networks segment includes domestic broadcast television network, television production and distribution operations, domestic television stations, cable networks, domestic broadcast radio networks and stations, and publishing and digital operations. It operates the ABC Television Network and 10 owned television stations, the ESPN Radio and Radio Disney networks, and 46 owned radio stations. The company was founded in 1923 and is based in Burbank, California.

The Walt Disney Hourly Savings and Investment Plan uses Disney's Master Trust. The available investment funds are those in the Master Trust.



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