MyPlanIQ 401k Investor Hausmann-McNally S.C. 401(k) Plan & Trust

Hausmann-McNally S.C. 401(k) Plan & Trust

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
WORLD STOCK OGLYX Oppenheimer Global Y
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Moderate Allocation VWENX Vanguard Wellington Adm
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE PRFDX T. Rowe Price Equity Income
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
WORLD STOCK OGLYX Oppenheimer Global Y
Foreign Large Value MINHX MFS International Value R4
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Moderate Allocation VWENX Vanguard Wellington Adm
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt
LARGE GROWTH PRGFX T. Rowe Price Growth Stock
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP VALUE JMVAX Perkins Mid Cap Value I
Mid-Cap Growth NBMLX Neuberger Berman Mid Cap Growth Inst
SMALL VALUE SSGSX Victory Small Company Opportunity A
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND TGBAX Templeton Global Bond 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
REAL ESTATE
REAL ESTATE IARIX Invesco Real Estate Institutional 78% 1 60 0 1.24% 2.47%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 1 60 0 1.02% 3.47%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 1 60 0 1.48% 0%
WORLD STOCK OGLYX Oppenheimer Global Y 85% 1 60 0 1.31% 0%
Foreign Large Value MINHX MFS International Value R4 62% 1 60 0 0.61% 0%
Others
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 1 60 0 1.08% 10.48%
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 1 60 0 0.6% 7.59%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 1 60 0 0.17% 12.42%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 1 60 0 0.63% 6.57%
US EQUITY
SMALL BLEND PENNX Royce Pennsylvania Mutual Invmt 100% 1 60 0 0.96% 0.36%
LARGE GROWTH PRGFX T. Rowe Price Growth Stock 100% 1 60 0 0% 0%
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 1 60 0 1.23% 1.94%
MID-CAP VALUE JMVAX Perkins Mid Cap Value I 90% 1 60 0 0.91% 1.13%
Mid-Cap Growth NBMLX Neuberger Berman Mid Cap Growth Inst 66% 1 60 0 1.31% 0%
SMALL VALUE SSGSX Victory Small Company Opportunity A 57% 1 60 0 0.85% 6.32%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 1 60 0 0.1% 1.26%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 1 60 0 0.05% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 1 60 0 0.64% 4.14%
Average Expense Ratio: 0.79%
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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 -1.0% 5.7% 2.5% 5.5% 4.9% 7.6%

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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 20 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, REITs, US Equity and Fixed Income.
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