MyPlanIQ HBI 401K RETIREMENT SAVINGS PLAN

HBI 401K RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Moderate Allocation FPUKX FID PURITAN K
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Moderate Allocation FPUKX FID PURITAN K
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE VALUE FEIKX FID EQUITY INCOME K
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
Small Growth TGSCX TCW Funds
Total Available Funds: 13
  • 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 FDIVX Fidelity Investment Trust: Fidelity Diversified International Fund 98% 3 60 0 0.65% 1.59%
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
Moderate Allocation FPUKX FID PURITAN K 69% 3 60 0 0.5% 4.37%
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 3 60 0 0.45% 3.11%
US EQUITY
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
LARGE VALUE FEIKX FID EQUITY INCOME K 68% 3 60 0 0.57% 4.28%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares 0% 3 60 0 0.04% 1.84%
Small Growth TGSCX TCW Funds 0% 3 60 0 1.22% 0%
Average Expense Ratio: 0.57%
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Related Retirement Plans
HBI 401(K) RETIREMENT SAVINGS PLAN
Model Portfolios

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
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