MyPlanIQ
401k Investor
Quest Information Systems 401K John Hancock
Investment Options
| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.73%
* If you find the above investment options have changed, please
email us the latest change or directly
Modify Investment Options
after you login
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 | 2.9% | 14.4% | 6.8% | 10.1% | 6.8% | 8.9% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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* |
|
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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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:HBHC)
The plan consists of 18 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
This plan's information is based on a user's request:
Aggressive Growth:
Marisco International Opportunities Fund (JIIOX)
DFA International Value Fund (DFIVX)
Vanguard Small Cap Value Index Fund (VISVX)
DFA US Small Cap Fund (DFSTX)
American Century Vista Fund (TWCVX)
Vanguard Explorer Fund (VEXPX)
Wellington Mid Cap Stock Fund (JIMSX)
American Funds EuroPacific Growth Fund (RERFX)
Growth:
RiverSource Mid Cap Value Fund (RMCVX)
MFC Mid Cap Index Fund (JECIX)
MFC Total Stock Market Index Fund (JETSX)
American Funds The Growth Fund of America (RGAFX)
Eaton Vance Large-Cap Value Fund (EHSTX)
Franklin Templeton Investments Mutual Global Discovery Fund (MDISX)
Growth and Income:
MFC 500 Index Fund (JEINX)
Income
PIMCO Total Return Fund (PTRAX)
MFC Strategic Income Opportunites Fund (JESNX)
Conservative:
John Hancock Stable Value Fund (Cash)
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