MyPlanIQ 401k Investor Hewlett-Packard Company 401(k) Plan

Hewlett-Packard Company 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund,,
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)**
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund
Others
ROOT CASH Interest-bearing cash
FIXED INCOME
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund
Muni National Long PFMIX PIMCO Municipal Sector Portfolio**
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins
Total Available Funds: 29
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund,,
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)**
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund
Foreign Large Value DODFX Dodge & Cox International Stock
Others
ROOT CASH Interest-bearing cash
FIXED INCOME
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund
Muni National Long PFMIX PIMCO Municipal Sector Portfolio**
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins
Inflation-Protected Bond PRRIX PIMCO Real Return Bond Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
High Yield Bond PHIYX PIMCO High Yield Fund
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted)
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted)
WORLD BOND PIGLX PIMCO Global Bond II Fund
LONG GOVERNMENT PFGCX PIMCO US Government Sector Portfolio
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index
LARGE BLEND SPY SPDR Trust - ETF
MID-CAP BLEND CRIMX CRM MID CAP VALUE FD INSTL
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH VPMCX Vanguard PRIMECAP ADMFund
LARGE BLEND DSFRX Domini Social Equity Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund
LARGE VALUE ICAEX Mainstay I CAP Equity Portfolio
Total Available Funds: 29
  • 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
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio 47% 3 60 0 0.85% 7.01%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund 94% 3 60 0 0.71% 2.39%
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio 10% 3 60 0 1.12% 1.79%
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Fund,, 91% 3 60 0 1.22% 0.71%
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)** 83% 3 60 0 0.75% 2.51%
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund 54% 3 60 0 1.14% 2.9%
Foreign Large Value DODFX Dodge & Cox International Stock 11% 3 60 0 0.64% 0%
Others
ROOT CASH Interest-bearing cash 0% 1 60 0 NA 1.27%
FIXED INCOME
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund 98% 3 60 0 0.83% 4.78%
Muni National Long PFMIX PIMCO Municipal Sector Portfolio** 95% 3 60 0 0.44% 3.77%
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins 94% 3 60 0 0.45% 2.15%
Inflation-Protected Bond PRRIX PIMCO Real Return Bond Fund 92% 3 60 0 0.45% 3.07%
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 92% 3 60 0 0.45% 3.07%
High Yield Bond PHIYX PIMCO High Yield Fund 89% 3 60 0 0.55% 5.41%
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted) 74% 3 60 0 0.5% 3.48%
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund 74% 3 60 0 0.5% 3.48%
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted) 70% 3 60 0 0.5% 4.84%
WORLD BOND PIGLX PIMCO Global Bond II Fund 43% 3 60 0 0.55% 2.55%
LONG GOVERNMENT PFGCX PIMCO US Government Sector Portfolio 18% 3 60 0 1.58% 1.8%
US EQUITY
MID-CAP BLEND VEXMX Vanguard Extended Market Index 94% 3 60 0 0.28% 0.69%
LARGE BLEND SPY SPDR Trust - ETF 91% 3 60 0 0.09% 0.83%
MID-CAP BLEND CRIMX CRM MID CAP VALUE FD INSTL 75% 3 60 0 0.81% 19.77%
LARGE VALUE DODGX Dodge & Cox Stock Fund 69% 3 60 0 0.52% 5.95%
LARGE GROWTH FCNTX Fidelity Contrafund 68% 3 60 0 0.81% 6.84%
LARGE GROWTH VPMCX Vanguard PRIMECAP ADMFund 40% 3 60 0 0.45% 5.3%
LARGE BLEND DSFRX Domini Social Equity Fund 22% 3 60 0 0.9% 12.26%
LARGE GROWTH FMAGX Fidelity Magellan Fund 8% 3 60 0 0.55% 93.39%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 1% 3 60 0 0.79% 1.54%
LARGE VALUE ICAEX Mainstay I CAP Equity Portfolio 0% 3 60 0 0.9% 0%
Average Expense Ratio: 0.71%
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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 -0.0% 3.2% 3.8% 6.1% 6.0% 6.1%

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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 for Portfolio Details or Follow -6.5% -2.9% 2.9% 5.7% 7.2% 8.4%

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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:HPQ)
The plan consists of 29 funds. It covers 5 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

Hewlett Packard Company (commonly known as 'HP') (NYSE: HPQ) is one of the largest IT companies. Founded by Bill Hwelett and Dave Packard in Palo Alto, California, HP was the earliest technology company that eventually led the formation of Silicon Valley in the San Francisco bay area. Today Hewlett-Packard has over 300 thousands employees world wide.

HP is renown to be employee friendly. It has been named several times as one of the best companies to work for. Its 401k plan provides a fairly diversified array of high quality funds.

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