MyPlanIQ 401k Investor Hewlett-Packard Company 401(k) Plan

Hewlett-Packard Company 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Growth ARTIX Artisan International Fund,,
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund
Others
ROOT CASH Interest-bearing cash
FIXED INCOME
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted)
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted)
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Growth ARTIX Artisan International Fund,,
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)**
Others
ROOT CASH Interest-bearing cash
FIXED INCOME
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted)
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted)
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins
WORLD BOND PIGLX PIMCO Global Bond II Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Bond Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund
High Yield Bond PHIYX PIMCO High Yield Fund
Muni National Long PFMIX PIMCO Municipal Sector Portfolio**
LONG GOVERNMENT PFGCX PIMCO US Government Sector Portfolio
US EQUITY
LARGE BLEND SPY SPDR Trust - ETF
MID-CAP BLEND VEXMX Vanguard Extended Market Index
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH VPMCX Vanguard PRIMECAP ADMFund
LARGE VALUE DODGX Dodge & Cox Stock Fund
MID-CAP BLEND CRIMX CRM MID CAP VALUE FD INSTL
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND DSFRX Domini Social Equity Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE VALUE ICAEX Mainstay I CAP Equity Portfolio
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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio 97% 3 60 0 0.85% 3.89%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund 94% 3 60 0 0.71% 0.37%
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio 92% 3 60 0 1.12% 0.88%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.64% 0%
Foreign Large Growth ARTIX Artisan International Fund,, 92% 3 60 0 1.22% 0%
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund 90% 3 60 0 1.14% 0%
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)** 79% 3 60 0 0.75% 0%
Others
ROOT CASH Interest-bearing cash 0% 1 60 0 NA 0.02%
FIXED INCOME
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted) 92% 3 60 0 0.5% 2.44%
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund 92% 3 60 0 0.5% 2.44%
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted) 90% 3 60 0 0.5% 3.51%
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins 90% 3 60 0 0.45% 1.09%
WORLD BOND PIGLX PIMCO Global Bond II Fund 89% 3 60 0 0.55% 1.67%
Inflation-Protected Bond PRRIX PIMCO Real Return Bond Fund 81% 3 60 0 0.45% 5.58%
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 81% 3 60 0 0.45% 5.58%
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund 75% 3 60 0 0.83% 4.3%
High Yield Bond PHIYX PIMCO High Yield Fund 74% 3 60 0 0.55% 4.48%
Muni National Long PFMIX PIMCO Municipal Sector Portfolio** 55% 3 60 0 0.44% 2.06%
LONG GOVERNMENT PFGCX PIMCO US Government Sector Portfolio 28% 3 60 0 1.58% 28.89%
US EQUITY
LARGE BLEND SPY SPDR Trust - ETF 100% 3 60 0 0.09% 1.23%
MID-CAP BLEND VEXMX Vanguard Extended Market Index 96% 3 60 0 0.28% 1.04%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.81% 2.13%
LARGE GROWTH VPMCX Vanguard PRIMECAP ADMFund 95% 3 60 0 0.45% 8.11%
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.44%
MID-CAP BLEND CRIMX CRM MID CAP VALUE FD INSTL 87% 3 60 0 0.81% 0%
LARGE GROWTH FMAGX Fidelity Magellan Fund 76% 3 60 0 0.55% 0%
LARGE BLEND DSFRX Domini Social Equity Fund 69% 3 60 0 0.9% 2.1%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.79% 0%
LARGE VALUE ICAEX Mainstay I CAP Equity Portfolio 0% 3 60 0 0.9% 0%
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% 5.2% 11.0% 6.5% 6.9% 5.8%

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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 for Portfolio Details or Follow -5.3% -0.6% 6.8% 6.1% 7.3% 8.1%

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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 29 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

Hewlett Packard Company (commonly known as 'HP') (NYSE: HPQ) is one of the largest IT companies. Founded by Bill Hwelett and Dave Packard in Palo Alto, California, HP was the earliest technology company that eventually led the formation of Silicon Valley in the San Francisco bay area. Today Hewlett-Packard has over 300 thousands employees world wide.

HP is renown to be employee friendly. It has been named several times as one of the best companies to work for. Its 401k plan provides a fairly diversified array of high quality funds.



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