MyPlanIQ
401k Investor
Headway Technologies Inc 401K Savings and Retirement Plan
Investment Options
Total Available Funds: | 27 |
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Total Available Funds: | 27 |
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Total Available Funds: | 27 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.73%
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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* |
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Click for Portfolio Details or Follow | 1.8% | 11.0% | 3.3% | 9.3% | 6.0% | 7.8% | |
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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* |
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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.
** 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.
The plan consists of 27 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
Headway Technolgoies Inc.,a subsidiary of TDK Corporation, is strategically positioned to play a key role in the storage industry of the future. Fujitsu, Hitachi, Maxtor and Toshiba have incorporated our products into their industry-leading drives. Using our broad and fundamental understanding of recording head technology, we develop products that provide our customers with significant performance advantages.
Headway employs approximately 600 people in engineering, manufacturing and administration roles at our Milpitas, CA location.