MyPlanIQ 401k Investor J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE RETIREMENT PLAN

J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund Institutional Class
INTERNATIONAL EQUITY
Foreign Large Blend BISIX Blackrock International Opportunities Portfolio Class I
Foreign Large Value AFJAX Allianz NFJ International Class A
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Admin Class
Inflation-Protected Bond PARRX Pacific Investment Management Company Real Return Fund Admin Class
US EQUITY
LARGE VALUE ACGIX Van Kampen Growth Income Fund Class A
SMALL VALUE COVAX Columbia Small Cap Value Fund II Class A
Small Growth SAGWX Sentinel Small Company Fund Class A
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund Institutional Class
INTERNATIONAL EQUITY
Foreign Large Blend BISIX Blackrock International Opportunities Portfolio Class I
Foreign Large Value AFJAX Allianz NFJ International Class A
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Admin Class
Inflation-Protected Bond PARRX Pacific Investment Management Company Real Return Fund Admin Class
US EQUITY
LARGE VALUE ACGIX Van Kampen Growth Income Fund Class A
SMALL VALUE COVAX Columbia Small Cap Value Fund II Class A
Small Growth SAGWX Sentinel Small Company Fund Class A
LARGE GROWTH RGAEX American Growth Fund of Amer Class R4
LARGE BLEND MASRX Blackrock S P 500 Index Fund Class I
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
REAL ESTATE
REAL ESTATE IARIX AIM Real Estate Fund Institutional Class 78% 3 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Blend BISIX Blackrock International Opportunities Portfolio Class I 96% 3 60 0 0.93% 1.71%
Foreign Large Value AFJAX Allianz NFJ International Class A 57% 3 60 0 1.01% 2.05%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund Admin Class 66% 3 60 0 0.8% 4.94%
Inflation-Protected Bond PARRX Pacific Investment Management Company Real Return Fund Admin Class 61% 3 60 0 1.37% 4.19%
US EQUITY
LARGE VALUE ACGIX Van Kampen Growth Income Fund Class A 55% 3 60 0 0.53% 1.34%
SMALL VALUE COVAX Columbia Small Cap Value Fund II Class A 46% 3 60 0 1.27% 6.99%
Small Growth SAGWX Sentinel Small Company Fund Class A 45% 3 60 0 0.81% 0.16%
LARGE GROWTH RGAEX American Growth Fund of Amer Class R4 39% 3 60 0 0.3% 0%
LARGE BLEND MASRX Blackrock S P 500 Index Fund Class I 0% 3 60 0 0.3% 0%
Average Expense Ratio: 0.86%
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Related Retirement Plans
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT 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 -0.3% 9.6% 2.0% 5.3% 3.9% 6.9%

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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(Ticker:JBHT)
The plan consists of 11 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.
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