MyPlanIQ 401k Investor Huawei USA 401K

Huawei USA 401K Investment Model Portfolios

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HUAWEI USA 401(K) PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Growth TGIRX Thornburg International Value R6
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
Others
Target Date 2051+ JFFIX JPMorgan SmartRetirement® 2055 Instl
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Instl
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
MID-CAP VALUE MVCJX MFS Mid Cap Value R4
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFCEX DFA Emerging Markets Core Equity I
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Growth TGIRX Thornburg International Value R6
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal
Others
Target Date 2051+ JFFIX JPMorgan SmartRetirement® 2055 Instl
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Instl
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025 Instl
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Instl
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl
Target Date 2031-2035 SRJIX JPMorgan SmartRetirement 2035 Instl
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Instl
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
MID-CAP VALUE MVCJX MFS Mid Cap Value R4
Mid-Cap Growth CMGVX Columbia Mid Cap Growth R5
Small Growth HSRUX Eagle Small Cap Growth R6
LARGE GROWTH JLGMX JPMorgan Large Cap Growth R6
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal
LARGE BLEND VIFSX Vanguard 500 Index Signal
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
Total Available Funds: 24
  • 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 DFCEX DFA Emerging Markets Core Equity I 93% 3 60 0 0.4% 2.67%
REAL ESTATE
REAL ESTATE PIREX Principal Real Estate Securities Inst 81% 3 60 0 1.99% 2.12%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 7%
Foreign Large Growth TGIRX Thornburg International Value R6 2% 3 60 0 1.36% 1.93%
Foreign Large Blend VTSGX Vanguard Total Intl Stock Index Signal 0% 3 60 0 0.18% 3.25%
Others
Target Date 2051+ JFFIX JPMorgan SmartRetirement® 2055 Instl 100% 3 60 0 0.67% 2.51%
Target Date 2046-2050 JTSIX JPMorgan SmartRetirement 2050 Instl 92% 3 60 0 0.67% 2.3%
Target Date 2041-2045 JSAIX JPMorgan SmartRetirement 2045 Instl 82% 3 60 0 0.67% 4.51%
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2025 Instl 81% 3 60 0 0.63% 4.74%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 Instl 79% 3 60 0 0.64% 5.49%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 Instl 74% 3 60 0 0.67% 4.93%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 Instl 74% 3 60 0 0.62% 4.89%
Target Date 2031-2035 SRJIX JPMorgan SmartRetirement 2035 Instl 73% 3 60 0 0.51% 2.88%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 Instl 0% 3 60 0 0.66% 1.68%
US EQUITY
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 10.31%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 85% 3 60 0 1% 19.03%
MID-CAP VALUE MVCJX MFS Mid Cap Value R4 71% 3 60 0 0.74% 1.19%
Mid-Cap Growth CMGVX Columbia Mid Cap Growth R5 6% 3 60 0 0.88% 12.97%
Small Growth HSRUX Eagle Small Cap Growth R6 5% 3 60 0 0.71% 19.32%
LARGE GROWTH JLGMX JPMorgan Large Cap Growth R6 3% 3 60 0 0.69% 1.21%
MID-CAP BLEND VEMSX Vanguard Extended Market Idx Signal 0% 3 60 0 0.14% 1.15%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.71%
Average Expense Ratio: 0.7%
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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 0.3% 6.6% 3.2% 5.2% 4.4% 5.4%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 7.5% 0.5% 4.0% 3.5% 5.2%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 1.4% 1.5% 6.7% 6.6% 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(Ticker:)
The plan consists of 24 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, REITs, Fixed Income and Foreign Equity.




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