MyPlanIQ 401k Investor H&R Block Retirement Savings Plan

H&R Block Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Group EuroPacific Growth Fund R5
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Funds Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Funds Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Funds Fidelity Freedom 2015 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds Dodge & Cox Stock Fund
Mid-Cap Growth VMGRX SEI Investments SEI Institutional Mid Cap Growth Fund
LARGE BLEND VINIX Vanguard Group Vanguard Institutional Index Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Group EuroPacific Growth Fund R5
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Funds Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Funds Fidelity Freedom Income Fund
Target Date 2011-2015 FFVFX Fidelity Freedom Funds Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom Funds Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom Funds Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom Funds Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom Funds Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom Funds Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom Funds Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom Funds Fidelity Freedom 2045 Fund
Moderate Allocation VWELX Vanguard Group Vanguard Wellington Fund
Target Date 2000-2010 FFFVX Fidelity Freedom Funds Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom Funds Fidelity Freedom 2000 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds Dodge & Cox Stock Fund
Mid-Cap Growth VMGRX SEI Investments SEI Institutional Mid Cap Growth Fund
LARGE BLEND VINIX Vanguard Group Vanguard Institutional Index Fund
SMALL BLEND HASCX Harbor Funds Harbor Small Cap Value Fund
LARGE GROWTH RGAFX American Funds Group Growth Fund of America Class R5
Total Available Funds: 20
  • 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 Blend RERFX American Funds Group EuroPacific Growth Fund R5 94% 3 60 0 0.84% 1.86%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom Funds Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Funds Fidelity Freedom Income Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom Funds Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom Funds Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom Funds Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom Funds Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom Funds Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom Funds Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom Funds Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom Funds Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 3.67%
Moderate Allocation VWELX Vanguard Group Vanguard Wellington Fund 90% 3 60 0 0.17% 12.31%
Target Date 2000-2010 FFFVX Fidelity Freedom Funds Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.92%
Target Date 2000-2010 FFFBX Fidelity Freedom Funds Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds PIMCO Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Funds Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
Mid-Cap Growth VMGRX SEI Investments SEI Institutional Mid Cap Growth Fund 80% 3 60 0 0.37% 0.36%
LARGE BLEND VINIX Vanguard Group Vanguard Institutional Index Fund 78% 3 60 0 0.02% 1.36%
SMALL BLEND HASCX Harbor Funds Harbor Small Cap Value Fund 77% 3 60 0 0.8% 6.36%
LARGE GROWTH RGAFX American Funds Group Growth Fund of America Class R5 75% 3 60 0 0.63% 0.75%
Average Expense Ratio: 0.55%
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Related Retirement Plans
H & R BLOCK RETIREMENT 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 1.0% 11.5% 2.9% 8.2% 6.2% 8.0%

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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(Ticker:HRB)
The plan consists of 21 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

H&R Block, Inc., through its subsidiaries, provides tax preparation, retail banking, and various business advisory and consulting services. It operates in three segments: Tax Services, Business Services, and Corporate.



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