MyPlanIQ 401k Investor KENNECOTT CORPORATION SAVINGS PLAN FOR HOURLY EMPLOYEES

KENNECOTT CORPORATION SAVINGS PLAN FOR HOURLY EMPLOYEES

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Dodge & Cox International Fund
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund
Others
Conservative Allocation OIBFX JPMorgan JPMorgan Investor Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
Small Growth PSGIX Blackrock Blackrock Small Cap Growth Equity
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox Dodge & Cox International Fund
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund
Others
Conservative Allocation OIBFX JPMorgan JPMorgan Investor Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
US EQUITY
Small Growth PSGIX Blackrock Blackrock Small Cap Growth Equity
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Fund
LARGE GROWTH HACAX Harbor Harbor Capital app Fund
SMALL BLEND JSCSX JPMorgan UAM/ICM Small Company Fund
MID-CAP BLEND CBMBX Wells Fargo Wells Fargo Adv C B Mid Cap Fund
Total Available Funds: 10
  • 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 Value DODFX Dodge & Cox Dodge & Cox International Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Blend RERFX American Funds American Funds Europacific Growth Fund 94% 3 60 0 0.84% 1.86%
Others
Conservative Allocation OIBFX JPMorgan JPMorgan Investor Balanced Fund 87% 3 60 0 0.97% 2.4%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
Small Growth PSGIX Blackrock Blackrock Small Cap Growth Equity 93% 3 60 0 1% 0.25%
LARGE VALUE DODGX Dodge & Cox Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
MID-CAP VALUE ARTQX Artisan Artisan Mid Cap Fund 91% 3 60 0 1.05% 17.63%
LARGE GROWTH HACAX Harbor Harbor Capital app Fund 75% 3 60 0 1.04% 0%
SMALL BLEND JSCSX JPMorgan UAM/ICM Small Company Fund 70% 3 60 0 1.69% 0.4%
MID-CAP BLEND CBMBX Wells Fargo Wells Fargo Adv C B Mid Cap Fund 0% 3 60 0 1.96% 0%
Average Expense Ratio: 1.04%
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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*
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
The plan consists of 13 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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