MyPlanIQ 401k Investor Hormel Foods Corporation Tax Deferred Investment Plan A

Hormel Foods Corporation Tax Deferred Investment Plan A

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value LIDSX Black Rock High Yield Bond Fund
Foreign Large Blend REQIX Laudus Rosenberg International Small Capitalization Fund
Foreign Large Blend AEPGX Massachusetts Mutual Life Insurance Company American Funds EuroPacific Growth Fund
Others
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Conservative Journey
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Select Fundamental Value Fund (Wellington)
Moderate Allocation MAMAX Massachusetts Mutual Life Insurance Company Moderate Growth Option
FIXED INCOME
Intermediate-Term Bond MMCBX Massachusetts Mutual Life Insurance Company Premier Core Bond Fund (Babson Capital)
US EQUITY
LARGE VALUE MVUSX Massachusetts Mutual Life Insurance Company Select Small Cap Value Equity Fund (SSgA)
LARGE GROWTH RGAFX Massachusetts Mutual Life Insurance Company American Funds Growth Fund of America
LARGE GROWTH MMAAX Massachusetts Mutual Life Insurance Company Aggressive Growth Option
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value LIDSX Black Rock High Yield Bond Fund
Foreign Large Blend REQIX Laudus Rosenberg International Small Capitalization Fund
Foreign Large Blend AEPGX Massachusetts Mutual Life Insurance Company American Funds EuroPacific Growth Fund
Others
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Conservative Journey
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Select Fundamental Value Fund (Wellington)
Moderate Allocation MAMAX Massachusetts Mutual Life Insurance Company Moderate Growth Option
ROOT RIMEX Rainier Large Cap Growth Equity Portfolio
EQUITY HRL State Street Corporation Hormel Stock Fund
FIXED INCOME
Intermediate-Term Bond MMCBX Massachusetts Mutual Life Insurance Company Premier Core Bond Fund (Babson Capital)
US EQUITY
LARGE VALUE MVUSX Massachusetts Mutual Life Insurance Company Select Small Cap Value Equity Fund (SSgA)
LARGE GROWTH RGAFX Massachusetts Mutual Life Insurance Company American Funds Growth Fund of America
LARGE GROWTH MMAAX Massachusetts Mutual Life Insurance Company Aggressive Growth Option
SMALL BLEND MMYAX Massachusetts Mutual Life Insurance Company Select Large Cap Value (Davis)
LARGE BLEND MIEAX Massachusetts Mutual Life Insurance Company Select Indexed Equity Fund (Northern Trust)
Small Growth VISCX Van Kampen Small Cap Growth
LARGE BLEND MMLAX Massachusetts Mutual Life Insurance Company Conservative Growth Option
Total Available Funds: 16
  • 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 Small/Mid Value LIDSX Black Rock High Yield Bond Fund 0% 3 60 0 NA 2.43%
Foreign Large Blend REQIX Laudus Rosenberg International Small Capitalization Fund 0% 3 60 0 NA 3.08%
Foreign Large Blend AEPGX Massachusetts Mutual Life Insurance Company American Funds EuroPacific Growth Fund 0% 3 60 0 NA NA
Others
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Conservative Journey 90% 3 60 0 0.84% 3.71%
Conservative Allocation MACIX Massachusetts Mutual Life Insurance Company Select Fundamental Value Fund (Wellington) 90% 3 60 0 0.84% 3.71%
Moderate Allocation MAMAX Massachusetts Mutual Life Insurance Company Moderate Growth Option 60% 3 60 0 0.65% 4.24%
ROOT RIMEX Rainier Large Cap Growth Equity Portfolio 0% 3 60 0 1.17% 44.72%
EQUITY HRL State Street Corporation Hormel Stock Fund 0% 3 60 0 NA 2.78%
FIXED INCOME
Intermediate-Term Bond MMCBX Massachusetts Mutual Life Insurance Company Premier Core Bond Fund (Babson Capital) 60% 3 60 0 0.52% 4.1%
US EQUITY
LARGE VALUE MVUSX Massachusetts Mutual Life Insurance Company Select Small Cap Value Equity Fund (SSgA) 88% 3 60 0 0.76% 10.07%
LARGE GROWTH RGAFX Massachusetts Mutual Life Insurance Company American Funds Growth Fund of America 75% 3 60 0 0.63% 8.75%
LARGE GROWTH MMAAX Massachusetts Mutual Life Insurance Company Aggressive Growth Option 47% 3 60 0 0.86% 0%
SMALL BLEND MMYAX Massachusetts Mutual Life Insurance Company Select Large Cap Value (Davis) 45% 3 60 0 1.56% 6.36%
LARGE BLEND MIEAX Massachusetts Mutual Life Insurance Company Select Indexed Equity Fund (Northern Trust) 34% 3 60 0 0.62% 7.78%
Small Growth VISCX Van Kampen Small Cap Growth 0% 3 60 0 1.08% 20.78%
LARGE BLEND MMLAX Massachusetts Mutual Life Insurance Company Conservative Growth Option 0% 3 60 0 1.26% 0.41%
Average Expense Ratio: 0.9%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A
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 1.4% 3.8% 2.3% 1.6% 1.1% 1.9%

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*
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.


Description(Ticker:HRL)
The plan consists of 17 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Hormel Foods Corporation, together with its subsidiaries, produces and markets various meat and food products in the United States and Internationally.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.