MyPlanIQ 401k Investor Ozburn Hessey 401K Retirement and Savings Plan

Ozburn Hessey 401K Retirement and Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PRWLX Principal Diversified Intl A
Others
Target Date 2046-2050 PPEAX Principal LifeTime 2050 A
Target Date 2036-2040 PTDAX Principal LifeTime 2040 A
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J
US EQUITY
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst
SMALL VALUE PPVIX Principal SmallCap Value II Inst
MID-CAP BLEND PMFNX Principal MidCap S&P 400 Index R2
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PRWLX Principal Diversified Intl A
Others
Target Date 2046-2050 PPEAX Principal LifeTime 2050 A
Target Date 2036-2040 PTDAX Principal LifeTime 2040 A
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J
Target Date 2016-2020 PTBAX Principal LifeTime 2020 A
Target Date 2000-2010 PTAJX Principal LifeTime 2010 J
US EQUITY
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst
SMALL VALUE PPVIX Principal SmallCap Value II Inst
MID-CAP BLEND PMFNX Principal MidCap S&P 400 Index R2
LARGE BLEND PLICX Principal Large Cap S&P 500 Index C
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 PRWLX Principal Diversified Intl A 40% 3 60 0 0.78% 0.54%
Others
Target Date 2046-2050 PPEAX Principal LifeTime 2050 A 69% 3 60 0 0.92% 7.6%
Target Date 2036-2040 PTDAX Principal LifeTime 2040 A 49% 3 60 0 0.83% 7.27%
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J 48% 3 60 0 1.14% 8.73%
Target Date 2016-2020 PTBAX Principal LifeTime 2020 A 44% 3 60 0 0.79% 8.43%
Target Date 2000-2010 PTAJX Principal LifeTime 2010 J 0% 3 60 0 0.72% 7.37%
US EQUITY
SMALL BLEND PSSIX Principal SmallCap S&P 600 Index Inst 78% 3 60 0 0.54% 10.04%
SMALL VALUE PPVIX Principal SmallCap Value II Inst 73% 3 60 0 1.31% 10.02%
MID-CAP BLEND PMFNX Principal MidCap S&P 400 Index R2 0% 3 60 0 0.91% 0.3%
LARGE BLEND PLICX Principal Large Cap S&P 500 Index C 0% 3 60 0 0.52% 1.57%
Average Expense Ratio: 0.85%
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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

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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 investment options have not been imported yet.


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