MyPlanIQ HDR INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

HDR INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares
Others
Moderate Allocation VWENX Vanguard/Wellington Fund
FIXED INCOME
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
US EQUITY
LARGE VALUE MEIJX MFS Series Trust I: MFS Value Fund; Class R4 Shares
SMALL BLEND TRBIX TIAA-CREF Funds: Small-Cap Blend Index Fund; Retirement Class Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares
Others
Moderate Allocation VWENX Vanguard/Wellington Fund
FIXED INCOME
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
US EQUITY
LARGE VALUE MEIJX MFS Series Trust I: MFS Value Fund; Class R4 Shares
SMALL BLEND TRBIX TIAA-CREF Funds: Small-Cap Blend Index Fund; Retirement Class Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE GROWTH RGAFX Growth Fund of America
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares
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 VTRIX Vanguard Trustees' Equity Fund: Vanguard International Value Fund; Investor Shares 99% 3 60 0 0.39% 2.76%
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares 92% 3 60 0 1.1% 0.87%
Others
Moderate Allocation VWENX Vanguard/Wellington Fund 90% 3 60 0 0.17% 12.42%
FIXED INCOME
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares 94% 3 60 0 0.36% 3.7%
US EQUITY
LARGE VALUE MEIJX MFS Series Trust I: MFS Value Fund; Class R4 Shares 91% 3 60 0 0.8% 8.61%
SMALL BLEND TRBIX TIAA-CREF Funds: Small-Cap Blend Index Fund; Retirement Class Shares 81% 3 60 0 0.06% 2.88%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 79% 3 60 0 0.02% 1.34%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 16.12%
Small Growth BSCFX Baron Investment Funds Trust: Baron Small Cap Fund; Retail Shares 39% 3 60 0 1.31% 3.11%
Average Expense Ratio: 0.57%
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Related Retirement Plans
HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
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
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