MyPlanIQ 401k Investor KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES

KEHE DISTRIBUTORS INC. 401K RETIREMENT SAVINGS PLAN - NONUNION EMPLOYEES

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HIEMX HIEMX
INTERNATIONAL EQUITY
Foreign Large Blend MRSJX MRSJX
US EQUITY
LARGE BLEND VFINX Dryden S&P 500 Index Fund
LARGE VALUE PRFDX PRFDX
LARGE GROWTH SGRNX SGRNX
FIXED INCOME
Intermediate Government PGVZX Prudential Guaranteed Income Fund
Inflation-Protected Bond PARRX PARRX
Intermediate-Term Bond ONIAX ONIAX
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HIEMX HIEMX
INTERNATIONAL EQUITY
Foreign Large Blend MRSJX MRSJX
US EQUITY
LARGE BLEND VFINX Dryden S&P 500 Index Fund
LARGE VALUE PRFDX PRFDX
LARGE GROWTH SGRNX SGRNX
SMALL BLEND GSSIX GSSIX
SMALL BLEND VSMAX VSMAX
LARGE GROWTH FDCAX FDCAX
MID-CAP BLEND VIMAX VIMAX
Mid-Cap Growth EAASX EAASX
MID-CAP BLEND CHTTX CHTTX
Small Growth QUAKX QUAKX
FIXED INCOME
Intermediate Government PGVZX Prudential Guaranteed Income Fund
Inflation-Protected Bond PARRX PARRX
Intermediate-Term Bond ONIAX ONIAX
High Yield Bond EVIBX EVIBX
WORLD BOND AIBRX AIBRX
Total Available Funds: 17
  • 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 HIEMX HIEMX 95% 3 60 0 1.56% 0%
INTERNATIONAL EQUITY
Foreign Large Blend MRSJX MRSJX 89% 3 60 0 0.75% 1.68%
US EQUITY
LARGE BLEND VFINX Dryden S&P 500 Index Fund 98% 3 60 0 0.14% 1.25%
LARGE VALUE PRFDX PRFDX 97% 3 60 0 1.23% 5.75%
LARGE GROWTH SGRNX SGRNX 94% 3 60 0 1.91% 6.25%
SMALL BLEND GSSIX GSSIX 86% 3 60 0 1% 4.07%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.46%
LARGE GROWTH FDCAX FDCAX 73% 3 60 0 0.83% 2.95%
MID-CAP BLEND VIMAX VIMAX 72% 3 60 0 0.04% 1.53%
Mid-Cap Growth EAASX EAASX 64% 3 60 0 1.14% 3.12%
MID-CAP BLEND CHTTX CHTTX 52% 3 60 0 0.76% 0.41%
Small Growth QUAKX QUAKX 51% 3 60 0 1.03% 0%
FIXED INCOME
Intermediate Government PGVZX Prudential Guaranteed Income Fund 70% 3 60 0 0.48% 3.8%
Inflation-Protected Bond PARRX PARRX 61% 3 60 0 1.37% 4.19%
Intermediate-Term Bond ONIAX ONIAX 55% 3 60 0 1.15% 4.1%
High Yield Bond EVIBX EVIBX 50% 3 60 0 0.66% 5.56%
WORLD BOND AIBRX AIBRX 0% 3 60 0 0.6% 0%
Average Expense Ratio: 0.86%
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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 2.7% 8.1% -0.3% 4.4% 4.3% 6.8%

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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 17 funds. It covers 4 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity and Foreign Equity.


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