MyPlanIQ 401k Investor H. J. HEINZ COMPANY SAVER PLAN Master Trust

H. J. HEINZ COMPANY SAVER PLAN Master Trust

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend VWILX Vanguard International Growth Fund
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund
Others
Moderate Allocation VWENX Wellington Fund
ROOT CASH Managed Income Portfolio
ROOT CASH Vanguard Retirement Govt. Money Market
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE VALUE VWNFX Windsor II Fund
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund
Foreign Large Blend VWILX Vanguard International Growth Fund
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund
Others
Moderate Allocation VWENX Wellington Fund
ROOT CASH Managed Income Portfolio
ROOT CASH Vanguard Retirement Govt. Money Market
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE VALUE VWNFX Windsor II Fund
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
Small Growth VEXRX Vanguard Explorer Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Intermediate Bond Fund
Long-Term Bond VBLTX Vanguard Fixed Income Long-Term Securities Fund
Total Available Funds: 15
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets 89% 3 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Fund 99% 3 60 0 1.02% 3.47%
Foreign Large Blend VWILX Vanguard International Growth Fund 83% 3 60 0 0.45% 1.94%
Foreign Large Blend VDMIX Vanguard Institutional Developed Markets Index Fund 0% 3 60 0 0.2% 0%
Others
Moderate Allocation VWENX Wellington Fund 90% 3 60 0 0.17% 12.42%
ROOT CASH Managed Income Portfolio 0% 0 60 0 NA 4.14%
ROOT CASH Vanguard Retirement Govt. Money Market 0% 0 60 0 NA 4.14%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.4%
LARGE VALUE VWNFX Windsor II Fund 99% 3 60 0 0.26% 1.52%
SMALL BLEND LRSYX Lord Abbett Small Cap Value Fund 92% 3 60 0 1.43% 0.26%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
Small Growth VEXRX Vanguard Explorer Fund 76% 3 60 0 0.34% 0.59%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Intermediate Bond Fund 100% 3 60 0 0.15% 3.15%
Long-Term Bond VBLTX Vanguard Fixed Income Long-Term Securities Fund 0% 3 60 0 0.15% 3.31%
Average Expense Ratio: 0.44%
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
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 3.4% 9.4% -0.2% 5.9% 5.5% 7.6%

Sign up or Login first to get rebalance emails for this portfolio

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(Ticker:HNZ)
The plan consists of 17 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

H. J. Heinz Company manufactures and markets food products for consumers, foodservice, and institutional customers. It offers ketchup, condiments and sauces, frozen food, soups, desserts, entrees, snacks, frozen potatoes, appetizers, beans and pasta meals, infant nutrition, and other processed food products. The company was founded in 1869 and is based in Pittsburgh, Pennsylvania.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

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.