MyPlanIQ 401k Investor Jack Henry and Associates Inc 401 K Retirement Savings Plan

Jack Henry and Associates Inc 401 K Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl
LARGE BLEND NYVTX Davis NY Venture A
FIXED INCOME
Intermediate Government OGGAX JPMorgan Government Bond A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl
LARGE BLEND NYVTX Davis NY Venture A
LARGE VALUE MADVX BlackRock Equity Dividend Instl
SMALL VALUE DHSCX Diamond Hill Small Cap A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Mid-Cap Growth BARAX Baron Asset Retail
FIXED INCOME
Intermediate Government OGGAX JPMorgan Government Bond A
Total Available Funds: 10
  • 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 AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 3.64%
Others
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 2.74%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
Small Growth LSSIX Loomis Sayles Small Cap Growth Instl 95% 3 60 0 0.83% 0%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.07%
LARGE VALUE MADVX BlackRock Equity Dividend Instl 91% 3 60 0 1% 7.21%
SMALL VALUE DHSCX Diamond Hill Small Cap A 53% 3 60 0 0.85% 28.42%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
Mid-Cap Growth BARAX Baron Asset Retail 35% 3 60 0 1.33% 3.55%
FIXED INCOME
Intermediate Government OGGAX JPMorgan Government Bond A 40% 3 60 0 0.48% 2.29%
Average Expense Ratio: 0.9%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
Model Portfolios

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.