MyPlanIQ 401k Investor Hd Supply 401 K Retirement Plan

Hd Supply 401 K Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Others
Natural Resources IGNAX Ivy Global Natural Resources A
Moderate Allocation ACEQX Invesco Van Kampen Equity and Income B
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
High Yield Bond AHITX American Funds American Hi Inc Tr A
WORLD BOND ANAGX AllianceBern Global Bond A
US EQUITY
SMALL VALUE TASVX Target Small Capitalization Value T
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
Total Available Funds: 13
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Others
Natural Resources IGNAX Ivy Global Natural Resources A
Moderate Allocation ACEQX Invesco Van Kampen Equity and Income B
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
High Yield Bond AHITX American Funds American Hi Inc Tr A
WORLD BOND ANAGX AllianceBern Global Bond A
US EQUITY
SMALL VALUE TASVX Target Small Capitalization Value T
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
Small Growth AMCIX Allianz AGIC Micro Cap I
Total Available Funds: 13
  • 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 ABEMX Aberdeen Emerging Markets Instl 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.47%
Others
Natural Resources IGNAX Ivy Global Natural Resources A 42% 3 60 0 1.08% 0%
Moderate Allocation ACEQX Invesco Van Kampen Equity and Income B 0% 3 60 0 1.56% 5.79%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 3.91%
High Yield Bond AHITX American Funds American Hi Inc Tr A 47% 3 60 0 0.41% 6.39%
WORLD BOND ANAGX AllianceBern Global Bond A 47% 3 60 0 0.55% 3.23%
US EQUITY
SMALL VALUE TASVX Target Small Capitalization Value T 90% 3 60 0 0.79% 3.5%
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl 87% 3 60 0 1.16% 1.08%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 48% 3 60 0 1.27% 2.98%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 0%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 6.45%
Small Growth AMCIX Allianz AGIC Micro Cap I 0% 3 60 0 1.34% 0%
Average Expense Ratio: 0.96%
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Related Retirement Plans
HD SUPPLY 401(K) RETIREMENT PLAN
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
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