MyPlanIQ 401k Investor HALLIBURTON RETIREMENT AND SAVINGS PLAN

HALLIBURTON RETIREMENT AND SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value SSAIX HRSP_Non_US_Equity_Strategy
Foreign Large Blend VGTSX HRSP_Non_US_Equity_Index_Strategy
Others
Target Date 2021-2025 VTTVX HRSP_2025_Retirement_Portfolio
Target Date 2041-2045 VTIVX HRSP_2045_Retirement_Portfolio
Retirement Income VTINX HRSP_Income_Retirement_Portfolio
US EQUITY
US Small Cap NAESX HRSP_Small_Cap_Equity_Strategy
US Mid Cap VIMSX HRSP_Mid_Cap_Equity_Index_Strategy
LARGE BLEND VFINX HRSP_SNP_500_Index_Strategy
FIXED INCOME
FIXED INCOME VBMFX HRSP_Bond_Index_Strategy
Intermediate-Term Bond VFICX HRSP_Intermediate_Bond_Strategy
Inflation-Protected Bond VIPSX HRSP_Inflation_Sensitive_Strategy
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value SSAIX HRSP_Non_US_Equity_Strategy
Foreign Large Blend VGTSX HRSP_Non_US_Equity_Index_Strategy
Others
Target Date 2021-2025 VTTVX HRSP_2025_Retirement_Portfolio
Target Date 2041-2045 VTIVX HRSP_2045_Retirement_Portfolio
Retirement Income VTINX HRSP_Income_Retirement_Portfolio
Target Date 2031-2035 VTTHX HRSP_2035_Retirement_Portfolio
Target Date 2051+ VFFVX HRSP_2055_Retirement_Portfolio
Target Date 2046-2050 VFIFX HRSP_2050_Retirement_Portfolio
Target Date 2036-2040 VFORX HRSP_2040_Retirement_Portfolio
Target Date 2026-2030 VTHRX HRSP_2030_Retirement_Portfolio
Target Date 2016-2020 VTWNX HRSP_2020_Retirement_Portfolio
Target Date 2011-2015 VTXVX HRSP_2015_Retirement_Portfolio
Target Date 2000-2010 VTENX HRSP_2010_Retirement_Portfolio
Target Date 2000-2010 VTOVX HRSP_2005_Retirement_Portfolio
US EQUITY
US Small Cap NAESX HRSP_Small_Cap_Equity_Strategy
US Mid Cap VIMSX HRSP_Mid_Cap_Equity_Index_Strategy
LARGE BLEND VFINX HRSP_SNP_500_Index_Strategy
US Large Cap VFINX HRSP_Large_Cap_Equity_Strategy
FIXED INCOME
FIXED INCOME VBMFX HRSP_Bond_Index_Strategy
Intermediate-Term Bond VFICX HRSP_Intermediate_Bond_Strategy
Inflation-Protected Bond VIPSX HRSP_Inflation_Sensitive_Strategy
SHORT GOVERNMENT STABLEVALUE HRSP_Stable_Value_Strategy
Total Available Funds: 22
  • 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 SSAIX HRSP_Non_US_Equity_Strategy 100% 3 60 0 0.75% 5.53%
Foreign Large Blend VGTSX HRSP_Non_US_Equity_Index_Strategy 16% 3 60 0 0.08% 3.12%
Others
Target Date 2021-2025 VTTVX HRSP_2025_Retirement_Portfolio 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX HRSP_2045_Retirement_Portfolio 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX HRSP_Income_Retirement_Portfolio 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX HRSP_2035_Retirement_Portfolio 96% 3 60 0 0.08% 2.34%
Target Date 2051+ VFFVX HRSP_2055_Retirement_Portfolio 80% 3 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX HRSP_2050_Retirement_Portfolio 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX HRSP_2040_Retirement_Portfolio 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX HRSP_2030_Retirement_Portfolio 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX HRSP_2020_Retirement_Portfolio 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX HRSP_2015_Retirement_Portfolio 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX HRSP_2010_Retirement_Portfolio 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX HRSP_2005_Retirement_Portfolio 0% 3 60 0 NA 2.78%
US EQUITY
US Small Cap NAESX HRSP_Small_Cap_Equity_Strategy 99% 3 60 0 0.03% 1.4%
US Mid Cap VIMSX HRSP_Mid_Cap_Equity_Index_Strategy 98% 3 60 0 0.04% 1.35%
LARGE BLEND VFINX HRSP_SNP_500_Index_Strategy 98% 3 60 0 0.14% 1.27%
US Large Cap VFINX HRSP_Large_Cap_Equity_Strategy 98% 3 60 0 0.14% 1.27%
FIXED INCOME
FIXED INCOME VBMFX HRSP_Bond_Index_Strategy 100% 3 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX HRSP_Intermediate_Bond_Strategy 99% 3 60 0 0.2% 4.04%
Inflation-Protected Bond VIPSX HRSP_Inflation_Sensitive_Strategy 98% 3 60 0 0.07% 4.24%
SHORT GOVERNMENT STABLEVALUE HRSP_Stable_Value_Strategy 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.13%
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Related Retirement Plans
HALLIBURTON SAVINGS PLAN
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 7.3% 24.8% 9.5% 10.2% 7.3% 8.1%

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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
The plan consists of 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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