MyPlanIQ 401k Investor Robert Half International 401K Plan

Robert Half International 401K Plan

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE GROWTH FDGRX Fidelity Growth Company
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth FDIVX Fidelity Diversified International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH Fidelity Retirement Government Money Market
ROOT CASH Fidelity Retirement Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis
MID-CAP VALUE ARTQX Artisan Mid Cap Value
LARGE GROWTH FDGRX Fidelity Growth Company
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Mid Cap Growth
LARGE BLEND FUSEX Fidelity Spartan US Equity Index
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index
LARGE BLEND ISFIX Davis New York Venture
LARGE VALUE EHSTX Eaton Vance Large Cap Value
Total Available Funds: 26
  • 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 Growth FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.36%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.08%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.69%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.87%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 2%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.78%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 2.01%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.95%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 2.6%
ROOT CASH Fidelity Retirement Government Money Market 0% 0 60 0 NA 2.67%
ROOT CASH Fidelity Retirement Money Market 0% 0 60 0 NA 2.67%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds Total Return 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.54%
US EQUITY
SMALL BLEND NBGEX Neuberger Berman Genesis 96% 3 60 0 0.84% 3.26%
MID-CAP VALUE ARTQX Artisan Mid Cap Value 91% 3 60 0 1.05% 16.82%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.53%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Mid Cap Growth 80% 3 60 0 0.74% 0%
LARGE BLEND FUSEX Fidelity Spartan US Equity Index 79% 3 60 0 0.09% 1.68%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index 75% 3 60 0 0.1% 1.64%
LARGE BLEND ISFIX Davis New York Venture 68% 3 60 0 0.95% 35.35%
LARGE VALUE EHSTX Eaton Vance Large Cap Value 48% 3 60 0 1.27% 3.04%
Average Expense Ratio: 0.61%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.3% 11.2% 4.4% 9.6% 6.2% 8.0%

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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(Ticker:RHI)
The plan consists of 13 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.

Robert Half International Inc. provides staffing and risk consulting services in North America, South America, Europe, Asia, and Australia.



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