MyPlanIQ 401k Investor THE HEARST CORPORATION EMPLOYEE SAVINGS PLAN

THE HEARST CORPORATION EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOP MARKETS Y
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AMERICAN FUNDS EUROPAC GRW R6
Foreign Large Blend VTSGX VANGUARD TOT INTL STK INDX SIG
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH TRUST T2
LARGE VALUE TRVLX VALUE FUND
SMALL BLEND PRSVX SMALL-CAP VALUE FUND
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOP MARKETS Y
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AMERICAN FUNDS EUROPAC GRW R6
Foreign Large Blend VTSGX VANGUARD TOT INTL STK INDX SIG
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND
Retirement Income VTINX VANGUARD TARGET RTMT INC INV
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND
Target Date 2051+ TRRNX RETIREMENT 2055 FUND
Moderate Allocation VBINX BALANCED INDEX FUND
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND
ROOT NAT NEW HORIZONS TRUST CLASS A
ROOT GIB GROWTH AND INC TRUST CLASS B
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH TRUST T2
LARGE VALUE TRVLX VALUE FUND
SMALL BLEND PRSVX SMALL-CAP VALUE FUND
MID-CAP BLEND VEMSX VANGUARD EXT MRKTS IDX SIGNAL
LARGE BLEND PRGIX GROWTH AND INCOME FUND
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPPENHEIMER DEVELOP MARKETS Y 89% 3 60 0 0.84% 0.8%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AMERICAN FUNDS EUROPAC GRW R6 32% 3 60 0 0.9% 4%
Foreign Large Blend VTSGX VANGUARD TOT INTL STK INDX SIG 0% 3 60 0 0.18% 3.25%
Others
Target Date 2036-2040 TRRDX RETIREMENT 2040 FUND 100% 3 60 0 0.6% 5.83%
Target Date 2026-2030 TRRCX RETIREMENT 2030 FUND 100% 3 60 0 1.08% 6.3%
Target Date 2016-2020 TRRBX RETIREMENT 2020 FUND 100% 3 60 0 0.78% 6.82%
Target Date 2011-2015 TRRGX RETIREMENT 2015 FUND 100% 3 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX RETIREMENT 2005 FUND 100% 3 60 0 0.34% 4.34%
Target Date 2000-2010 TRRAX RETIREMENT 2010 FUND 97% 3 60 0 0.99% 4.43%
Target Date 2031-2035 TRRJX RETIREMENT 2035 FUND 97% 3 60 0 0.84% 4.89%
Retirement Income VTINX VANGUARD TARGET RTMT INC INV 97% 3 60 0 0.08% 4.22%
Target Date 2021-2025 TRRHX RETIREMENT 2025 FUND 96% 3 60 0 1.05% 6.66%
Target Date 2041-2045 TRRKX RETIREMENT 2045 FUND 96% 3 60 0 1.12% 4.65%
Target Date 2051+ TRRNX RETIREMENT 2055 FUND 93% 3 60 0 1.14% 4.06%
Moderate Allocation VBINX BALANCED INDEX FUND 93% 3 60 0 0.07% 4.68%
Target Date 2046-2050 TRRMX RETIREMENT 2050 FUND 77% 3 60 0 0.63% 4.71%
ROOT NAT NEW HORIZONS TRUST CLASS A 0% 3 60 0 NA 12.53%
ROOT GIB GROWTH AND INC TRUST CLASS B 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN INSTL 97% 3 60 0 0.83% 3.75%
SHORT GOVERNMENT STABLEVALUE TRP STABLE VALUE FUND SCH B 16% 3 60 0 NA 29.52%
US EQUITY
LARGE GROWTH TRBCX TRP BLUE CHIP GROWTH TRUST T2 100% 3 60 0 1.23% 3.95%
LARGE VALUE TRVLX VALUE FUND 98% 3 60 0 0.57% 3.18%
SMALL BLEND PRSVX SMALL-CAP VALUE FUND 85% 3 60 0 1.17% 3.43%
MID-CAP BLEND VEMSX VANGUARD EXT MRKTS IDX SIGNAL 0% 3 60 0 0.14% 1.15%
LARGE BLEND PRGIX GROWTH AND INCOME FUND 0% 3 60 0 0.64% 9.46%
Average Expense Ratio: 0.73%
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Related Retirement Plans
THE HEARST CORPORATION RETIREMENT PLAN
HEARST 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 1.0% 16.8% 4.8% 8.2% 6.2% 7.8%

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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
The plan consists of 27 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income and Foreign Equity.


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