MyPlanIQ 401k Investor HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN

HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VQNPX Vanguard G/I Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Retirement Income VTINX Vanguard Target rtmt Income
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
ROOT CASH Vanguard Prime Money Mkt Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
LARGE BLEND VQNPX Vanguard G/I Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund
LARGE GROWTH AGTHX American Funds Growth Fund of Amer
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Total Available Funds: 16
  • 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 Growth ARTIX Artisan International Fund 91% 3 60 0 0.97% 1.83%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.02%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VQNPX Vanguard G/I Fund 98% 3 60 0 0.22% 1.03%
LARGE BLEND VFINX Vanguard 500 Index Fund 98% 3 60 0 0.14% 1.27%
SMALL BLEND TASCX Third Avenue Small-Cap Value Fund 85% 3 60 0 1.4% 14.75%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Fund 65% 3 60 0 0.33% 0%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer 41% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund 100% 3 60 0 0.15% 3.15%
Average Expense Ratio: 0.3%
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Related Retirement Plans
HECLA MINING COMPANY CAPITAL ACCUMULATION 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 4.7% 11.8% 2.5% 6.5% 5.4% 7.3%

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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:HL)
The plan consists of 16 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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