MyPlanIQ 401k Investor Honda Retirement Plan

Honda Retirement 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 Growth SWMIX Laudus International MarketMasters Sel
Others
ROOT VMRXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond PHIYX PIMCO High Yield Instl
US EQUITY
LARGE GROWTH FFIDX Fidelity
SMALL VALUE JSCVX Perkins Small Cap Value T
LARGE GROWTH MFEIX MFS Growth I
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
Foreign Large Growth SWMIX Laudus International MarketMasters Sel
Others
ROOT VMRXX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond PHIYX PIMCO High Yield Instl
US EQUITY
LARGE GROWTH FFIDX Fidelity
SMALL VALUE JSCVX Perkins Small Cap Value T
LARGE GROWTH MFEIX MFS Growth I
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE GROWTH RAFFX American Funds AMCAP R5
Small Growth SPVIX JHancock Small Cap Equity I
LARGE BLEND FSKTX Fidelity Spartan Ttl Mkt Idx Instl
MID-CAP VALUE RSCMX Columbia Mid Cap Value Opportunity R5
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% 3.57%
Foreign Large Growth SWMIX Laudus International MarketMasters Sel 80% 3 60 0 0.84% 1.73%
Others
ROOT VMRXX 0% 3 60 0 0.09% NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
High Yield Bond PHIYX PIMCO High Yield Instl 72% 3 60 0 0.66% 6.05%
US EQUITY
LARGE GROWTH FFIDX Fidelity 100% 3 60 0 0.46% 2.76%
SMALL VALUE JSCVX Perkins Small Cap Value T 92% 3 60 0 1.36% 5.68%
LARGE GROWTH MFEIX MFS Growth I 90% 3 60 0 0.5% 5.55%
LARGE VALUE NFJEX Allianz NFJ Dividend Value Instl 87% 3 60 0 1.04% 14.53%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.77%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 3 60 0 0.94% 5.74%
LARGE GROWTH RAFFX American Funds AMCAP R5 72% 3 60 0 0.49% 4.13%
Small Growth SPVIX JHancock Small Cap Equity I 0% 3 60 0 0.9% 1.07%
LARGE BLEND FSKTX Fidelity Spartan Ttl Mkt Idx Instl 0% 3 60 0 0.03% 2.32%
MID-CAP VALUE RSCMX Columbia Mid Cap Value Opportunity R5 0% 3 60 0 0.91% 4.19%
Average Expense Ratio: 0.68%
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HONDA 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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