MyPlanIQ HITACHI CONSULTING 401K SAVINGS PLAN

HITACHI CONSULTING 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Technology FSPTX FID SEL TECHNOLOGY
Moderate Allocation FBAKX FID BALANCED K
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE VALUE MEIJX MFS VALUE R4
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AF EUROPAC GROWTH R6
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Technology FSPTX FID SEL TECHNOLOGY
Moderate Allocation FBAKX FID BALANCED K
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
LARGE VALUE MEIJX MFS VALUE R4
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Small Growth BSFIX BARON SMALL CAP INST
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 15
  • 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 RERGX AF EUROPAC GROWTH R6 32% 3 60 0 0.9% 3.96%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.44%
Others
Technology FSPTX FID SEL TECHNOLOGY 74% 3 60 0 0.7% 0%
Moderate Allocation FBAKX FID BALANCED K 70% 3 60 0 0.5% 2.68%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
US EQUITY
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I 93% 3 60 0 0.91% 10.25%
LARGE VALUE MEIJX MFS VALUE R4 91% 3 60 0 0.8% 8.61%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 3 60 0 0.74% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 3.89%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 17.32%
Small Growth BSFIX BARON SMALL CAP INST 6% 3 60 0 1.04% 3.29%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 4.47%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.6%
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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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