MyPlanIQ 401k Investor Harte Hanks Investment Plus Plan

Harte Hanks Investment Plus Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Moderate Allocation JBALX Janus Balanced I
Moderate Allocation JABAX Janus Balanced T
Retirement Income VTINX Vanguard Target Retirement Income Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
MID-CAP BLEND ABMIX ASTON/Fairpointe Mid Cap I
LARGE BLEND VINIX Vanguard Institutional Index Instl
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Moderate Allocation JBALX Janus Balanced I
Moderate Allocation JABAX Janus Balanced T
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond PTTAX PIMCO Total Return A
US EQUITY
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N
MID-CAP BLEND ABMIX ASTON/Fairpointe Mid Cap I
LARGE BLEND VINIX Vanguard Institutional Index Instl
Total Available Funds: 11
  • 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 REREX American Funds EuroPacific Gr R4 32% 3 60 0 0.9% 3.74%
Others
Moderate Allocation JBALX Janus Balanced I 86% 3 60 0 0.7% 3.29%
Moderate Allocation JABAX Janus Balanced T 83% 3 60 0 0.7% 3.12%
Retirement Income VTINX Vanguard Target Retirement Income Inv 65% 3 60 0 0.08% 2.93%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 61% 3 60 0 0.08% 2.62%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 3 60 0 0.08% 2.59%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 79% 3 60 0 0.83% 3.98%
Intermediate-Term Bond PTTAX PIMCO Total Return A 54% 3 60 0 0.8% 4.84%
US EQUITY
MID-CAP BLEND CHTTX ASTON/Fairpointe Mid Cap N 90% 3 60 0 0.76% 0.41%
MID-CAP BLEND ABMIX ASTON/Fairpointe Mid Cap I 89% 3 60 0 0.76% 0.64%
LARGE BLEND VINIX Vanguard Institutional Index Instl 85% 3 60 0 0.02% 1.36%
Average Expense Ratio: 0.52%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.