MyPlanIQ 401k Investor Harman International Industries Inc. Retirement Savings Plan

Harman International Industries Inc. Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Small Growth GTSVX Invesco Small Cap Growth I
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Blend HIINX Harbor International Inv
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Growth AIIEX Invesco International Growth A
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Small Growth GTSVX Invesco Small Cap Growth I
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Inv
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
Small Growth GTSIX Invesco Small Cap Growth Inv
SMALL BLEND LRSCX Lord Abbett Small Cap Value A
LARGE VALUE LSGIX Loomis Sayles Value Y
LARGE VALUE LSVRX Loomis Sayles Value A
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 Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.47%
Foreign Large Blend HIINX Harbor International Inv 60% 3 60 0 0.69% 2.63%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 58% 3 60 0 0.9% 3.64%
Foreign Large Growth AIIEX Invesco International Growth A 52% 3 60 0 1.6% 1.6%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth 100% 3 60 0 1.23% 0%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 1%
Small Growth GTSVX Invesco Small Cap Growth I 91% 3 60 0 0.91% 0%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 3.11%
Mid-Cap Growth NMANX Neuberger Berman Mid Cap Growth Inv 87% 3 60 0 1.31% 0%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.35%
Small Growth GTSIX Invesco Small Cap Growth Inv 52% 3 60 0 0.91% 0%
SMALL BLEND LRSCX Lord Abbett Small Cap Value A 48% 3 60 0 1.48% 3.22%
LARGE VALUE LSGIX Loomis Sayles Value Y 0% 3 60 0 0.74% 462.59%
LARGE VALUE LSVRX Loomis Sayles Value A 0% 3 60 0 0.98% 13.88%
Average Expense Ratio: 0.99%
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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*
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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
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