MyPlanIQ 401k Investor American Honda Motor Company Inc SAVINGS PLAN

American Honda Motor Company Inc SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST
Foreign Large Growth SWMIX LAU INTL MKT MSTR SL
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 V
Target Date 2041-2045 VTIVX PYR COR LFC 2045 V
Target Date 2031-2035 VTTHX PYR COR LFC 2035 V
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond PHIYX PIM HIGH YIELD INST
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
SMALL VALUE JSCVX PERKINS SM CAP VAL T
LARGE GROWTH MFEIX MFS GROWTH I
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX HARBOR INTL INST
Foreign Large Growth SWMIX LAU INTL MKT MSTR SL
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 V
Target Date 2041-2045 VTIVX PYR COR LFC 2045 V
Target Date 2031-2035 VTTHX PYR COR LFC 2035 V
Target Date 2051+ VFFVX PYR COR LFC 2055 V
Target Date 2046-2050 VFIFX PYR COR LFC 2050 V
Target Date 2026-2030 VTHRX PYR COR LFC 2030 V
Target Date 2036-2040 VFORX PYR COR LFC 2040 V
Target Date 2016-2020 VTWNX PYR COR LFC 2020 V
Target Date 2011-2015 VTXVX PYR COR LFC 2015 V
Target Date 2000-2010 VTENX PYR COR LFC 2010 V
Target Date 2000-2010 VTOVX PYR COR LFC 2005 V
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond PHIYX PIM HIGH YIELD INST
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND
SMALL VALUE JSCVX PERKINS SM CAP VAL T
LARGE GROWTH MFEIX MFS GROWTH I
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE AADEX ABF LG CAP VAL INST
LARGE GROWTH RAFFX AF AMCAP R5
LARGE BLEND FSKTX SPTN TOT MKT IDX INS
Small Growth SPVIX JHANCOCK SM CP EQ I
MID-CAP VALUE RSCMX COL MID CP VAL OP R5
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 Blend HAINX HARBOR INTL INST 99% 1 60 0 1.02% 3.71%
Foreign Large Growth SWMIX LAU INTL MKT MSTR SL 80% 1 60 0 0.84% 1.99%
Others
Target Date 2021-2025 VTTVX PYR COR LFC 2025 V 97% 1 60 0 0.08% 0%
Target Date 2041-2045 VTIVX PYR COR LFC 2045 V 97% 1 60 0 0.08% 2.47%
Target Date 2031-2035 VTTHX PYR COR LFC 2035 V 96% 1 60 0 0.08% 0%
Target Date 2051+ VFFVX PYR COR LFC 2055 V 80% 1 60 0 0.08% 0%
Target Date 2046-2050 VFIFX PYR COR LFC 2050 V 75% 1 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX PYR COR LFC 2030 V 70% 1 60 0 0.08% 3.79%
Target Date 2036-2040 VFORX PYR COR LFC 2040 V 69% 1 60 0 0.08% 2.82%
Target Date 2016-2020 VTWNX PYR COR LFC 2020 V 66% 1 60 0 0.08% 9.11%
Target Date 2011-2015 VTXVX PYR COR LFC 2015 V 0% 1 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX PYR COR LFC 2010 V 0% 1 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX PYR COR LFC 2005 V 0% 1 60 0 NA 2.94%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 96% 1 60 0 0.83% 2.79%
High Yield Bond PHIYX PIM HIGH YIELD INST 72% 1 60 0 0.66% 3.69%
US EQUITY
LARGE GROWTH FFIDX FID FIDELITY FUND 100% 1 60 0 0.46% 0%
SMALL VALUE JSCVX PERKINS SM CAP VAL T 92% 1 60 0 1.36% 1.3%
LARGE GROWTH MFEIX MFS GROWTH I 90% 1 60 0 0.5% 0.09%
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I 86% 1 60 0 1.04% 1.31%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 1 60 0 0.74% 0%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 1 60 0 0.05% 1.14%
LARGE VALUE AADEX ABF LG CAP VAL INST 78% 1 60 0 0.94% 0%
LARGE GROWTH RAFFX AF AMCAP R5 71% 1 60 0 0.49% 0.64%
LARGE BLEND FSKTX SPTN TOT MKT IDX INS 0% 1 60 0 0.03% 2.32%
Small Growth SPVIX JHANCOCK SM CP EQ I 0% 1 60 0 0.9% 1.07%
MID-CAP VALUE RSCMX COL MID CP VAL OP R5 0% 1 60 0 0.91% 4.19%
Average Expense Ratio: 0.47%
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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 0.5% 7.3% 3.8% 7.0% 6.3% 6.6%

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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 to Create Model Portfolio

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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 0.4% 4.7% -2.1% 1.8% 1.3% 2.1%

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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
The plan consists of 28 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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