MyPlanIQ HELEN OF TROY 401K PLAN

HELEN OF TROY 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HIINX HARBOR INTL INV
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE GROWTH FBGKX FID BLUE CHIP GR K
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HIINX HARBOR INTL INV
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR
LARGE GROWTH FCNTX FID CONTRAFUND
LARGE GROWTH FBGKX FID BLUE CHIP GR K
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
MID-CAP BLEND FLPSX FID LOW PRICED STK
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A
Mid-Cap Growth ACTWX COL/ACORN SELECT Z
SMALL BLEND SSMVX WFA SM CAP VAL INV
Total Available Funds: 10
  • 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 HIINX HARBOR INTL INV 60% 3 60 0 0.69% 2.63%
US EQUITY
LARGE GROWTH FBGRX FID BLUE CHIP GR 99% 3 60 0 0.69% 0%
LARGE GROWTH FCNTX FID CONTRAFUND 96% 3 60 0 0.55% 4.32%
LARGE GROWTH FBGKX FID BLUE CHIP GR K 68% 3 60 0 0.76% 0.62%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 3 60 0 0.92% 1.69%
MID-CAP VALUE FMIVX VIRTUS MID-CAP VAL A 0% 3 60 0 1.47% 3.5%
Mid-Cap Growth ACTWX COL/ACORN SELECT Z 0% 3 60 0 0.92% 0.36%
SMALL BLEND SSMVX WFA SM CAP VAL INV 0% 3 60 0 1.35% 0%
Average Expense Ratio: 0.87%
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Related Retirement Plans
HELEN OF TROY 401(K) 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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