MyPlanIQ 401k Investor HARDINGE INC. RETIREMENT PLAN

HARDINGE INC. RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth
Foreign Large Blend VGTSX Vanguard Total International Stock Index
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Mutual Fund
Retirement Income PARIX T. Rowe Price Retirement Equity Income Fund Advisor Class Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005
ROOT CASH Vanguard Prime Money Mkt Fund Money Mkt Fund
ROOT CASH Federated Prime Obligation Fund Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index
SMALL BLEND RTRIX Royce Total Return Fund-Financial Intermediary Shares Mutual Fund
Small Growth VEXPX Vanguard Explorer
LARGE GROWTH VGEQX Vanguard Growth Equity
Mid-Cap Growth TMGEX Turner Midcap Growth Fund Class I Shares Mutual Fund
Total Available Funds: 21
  • 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 VWIGX Vanguard International Growth 83% 3 60 0 0.45% 1.84%
Foreign Large Blend VGTSX Vanguard Total International Stock Index 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Mutual Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 96% 3 60 0 0.08% 2.34%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares Mutual Fund 90% 3 60 0 0.17% 12.31%
Retirement Income PARIX T. Rowe Price Retirement Equity Income Fund Advisor Class Mutual Fund 45% 3 60 0 0.49% 9.3%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund Money Mkt Fund 0% 1 60 0 NA 4.14%
ROOT CASH Federated Prime Obligation Fund Money Mkt Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index 100% 3 60 0 0.15% 3.15%
US EQUITY
SMALL BLEND NAESX Vanguard Small-Cap Index Fund Investor Shares Mutual Fund 99% 3 60 0 0.03% 1.4%
LARGE BLEND VFINX Vanguard 500 Index Fund Investor Shares Mutual Fund 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 97% 3 60 0 0.04% 1.35%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index 96% 3 60 0 0.19% 2.11%
SMALL BLEND RTRIX Royce Total Return Fund-Financial Intermediary Shares Mutual Fund 94% 3 60 0 1.95% 10.23%
Small Growth VEXPX Vanguard Explorer 76% 3 60 0 0.45% 4.34%
LARGE GROWTH VGEQX Vanguard Growth Equity 0% 3 60 0 0.52% 0.34%
Mid-Cap Growth TMGEX Turner Midcap Growth Fund Class I Shares Mutual Fund 0% 3 60 0 0.93% 0%
Average Expense Ratio: 0.33%
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Related Retirement Plans
HARDINGE INC. 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 1.6% 10.4% 1.3% 8.7% 7.0% 8.4%

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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:HDNG)
The plan consists of 22 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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