MyPlanIQ 401k Investor Jennie-O Turkey Store Retirement Savings Plan

Jennie-O Turkey Store Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BREAX Black Rock International Opportunity Fund Class 1
Foreign Large Growth AIIEX AIM International Growth Fund Class A
Others
Conservative Allocation FSFIX First American Strategy Income Allocation Fund Class A
ROOT CASH Orchard Trust Company, LLC U.S. Bank Stable Asset Fund
FIXED INCOME
Multisector Bond FRSTX Franklin Strategic Income Fund
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund
LARGE GROWTH JARTX Janus Forty Fund Class S
LARGE VALUE MEIAX MFS Value Fund Class A
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BREAX Black Rock International Opportunity Fund Class 1
Foreign Large Growth AIIEX AIM International Growth Fund Class A
Others
Conservative Allocation FSFIX First American Strategy Income Allocation Fund Class A
ROOT CASH Orchard Trust Company, LLC U.S. Bank Stable Asset Fund
FIXED INCOME
Multisector Bond FRSTX Franklin Strategic Income Fund
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund
LARGE GROWTH JARTX Janus Forty Fund Class S
LARGE VALUE MEIAX MFS Value Fund Class A
LARGE GROWTH RGAEX American Growth Fund of America Class R4
Small Growth VISCX Van Kampen Small Cap Growth Fund
LARGE BLEND FEIIX First American Equity Index Fund Class Y
Total Available Funds: 11
  • 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 BREAX Black Rock International Opportunity Fund Class 1 61% 3 60 0 0.9% 1.68%
Foreign Large Growth AIIEX AIM International Growth Fund Class A 52% 3 60 0 1.6% 1.6%
Others
Conservative Allocation FSFIX First American Strategy Income Allocation Fund Class A 0% 3 60 0 1.07% 1.31%
ROOT CASH Orchard Trust Company, LLC U.S. Bank Stable Asset Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Multisector Bond FRSTX Franklin Strategic Income Fund 63% 3 60 0 0.52% 4.78%
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund 90% 3 60 0 1.34% 1.18%
LARGE GROWTH JARTX Janus Forty Fund Class S 63% 3 60 0 1.64% 9.3%
LARGE VALUE MEIAX MFS Value Fund Class A 56% 3 60 0 0.8% 8.34%
LARGE GROWTH RGAEX American Growth Fund of America Class R4 39% 3 60 0 0.3% 0%
Small Growth VISCX Van Kampen Small Cap Growth Fund 0% 3 60 0 1.08% 0%
LARGE BLEND FEIIX First American Equity Index Fund Class Y 0% 3 60 0 0.37% 0%
Average Expense Ratio: 0.96%
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
JENNIE-O TURKEY STORE RETIREMENT SAVINGS PLAN
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 2.4% 8.6% 2.2% 5.6% 3.4% 5.4%

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 11 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

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.