MyPlanIQ 401k Investor Hni Corporation Profit Sharing Retirement Plan

Hni Corporation Profit Sharing Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
SMALL VALUE AVPAX American Beacon Small Cp Val Inv
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
SMALL VALUE AVPAX American Beacon Small Cp Val Inv
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Small Growth TGSCX TCW Small Cap Growth I
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
Total Available Funds: 12
  • 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 FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.36%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 3.08%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 8.91%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 3 60 0 1.28% 5.61%
SMALL VALUE AVPAX American Beacon Small Cp Val Inv 80% 3 60 0 1.28% 5.52%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.68%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 3 60 0 0.3% 8.43%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 2.05%
Small Growth TGSCX TCW Small Cap Growth I 0% 3 60 0 1.22% 0.11%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 3 60 0 0.5% 3.53%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 3.66%
Average Expense Ratio: 0.74%
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Related Retirement Plans
HNI CORPORATION PROFIT-SHARING 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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