MyPlanIQ HACHETTE BOOK GROUP INC. 401K PLAN

HACHETTE BOOK GROUP INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE AAGPX ABF LG CAP VAL INV
MID-CAP VALUE SMVTX RDGWTH MID CAP VAL I
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Blend REREX AF EUROPAC GRTH R4
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME
US EQUITY
MID-CAP VALUE FDVLX FID VALUE
LARGE VALUE AAGPX ABF LG CAP VAL INV
MID-CAP VALUE SMVTX RDGWTH MID CAP VAL I
LARGE GROWTH FDGRX FID GROWTH COMPANY
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I
LARGE GROWTH FGCKX FID GROWTH CO K
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
LARGE VALUE ABLYX ABF LARGE CAP VAL Y
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
SMALL BLEND SMCEX COL SM CAP CORE Z
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 19
  • 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 RERFX AF EUROPAC GROWTH R5 94% 3 60 0 0.84% 1.86%
Foreign Large Blend REREX AF EUROPAC GRTH R4 56% 3 60 0 0.9% 3.74%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 3 60 0 0.07% 2.62%
Others
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 3 60 0 0.64% 1.26%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 3 60 0 0.7% 1.55%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 1.45%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 1.49%
FIXED INCOME
Intermediate Government FGOVX FIDELITY GOVT INCOME 91% 3 60 0 0.76% 1.87%
US EQUITY
MID-CAP VALUE FDVLX FID VALUE 99% 3 60 0 0.76% 0.99%
LARGE VALUE AAGPX ABF LG CAP VAL INV 98% 3 60 0 0.94% 1.57%
MID-CAP VALUE SMVTX RDGWTH MID CAP VAL I 92% 3 60 0 0.79% 1.12%
LARGE GROWTH FDGRX FID GROWTH COMPANY 90% 3 60 0 0.79% 4.95%
Mid-Cap Growth MPEGX MSIF MID CAP GRTH I 80% 3 60 0 0.74% 0%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
Mid-Cap Growth MACGX MSIF MID CAP GRTH P 61% 3 60 0 1.03% 0%
LARGE VALUE ABLYX ABF LARGE CAP VAL Y 4% 3 60 0 0.63% 10.59%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
SMALL BLEND SMCEX COL SM CAP CORE Z 0% 3 60 0 1.08% 0.97%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 3 60 0 0.04% 1.84%
Average Expense Ratio: 0.67%
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Related Retirement Plans
HACHETTE BOOK GROUP, INC. 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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