MyPlanIQ 401k Investor HILCORP ENERGY COMPANY 401K SAVINGS PLAN

HILCORP ENERGY COMPANY 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate-Term Bond DODIX Dodge & Cox Income
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
ROOT CASH T. Rowe Price Summit Cash Reserves TSCXXFund Family DataAdd to PortfolioGet E-mail Alerts
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Intermediate-Term Bond DODIX Dodge & Cox Income
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
SMALL VALUE PVADX Allianz NFJ Small Cap Value Admin
Mid-Cap Growth BGRIX Baron Growth Instl
LARGE GROWTH JLGMX JPMorgan Large Cap Growth R6
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
SMALL BLEND VSISX Vanguard Small Cap Index Signal
Total Available Funds: 28
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.8%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 3.91%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 6.84%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 3 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 4.44%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 4.73%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 4.13%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 4.38%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 3 60 0 0.63% 4.79%
ROOT CASH T. Rowe Price Summit Cash Reserves TSCXXFund Family DataAdd to PortfolioGet E-mail Alerts 0% 0 60 0 NA 2.67%
FIXED INCOME
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 3 60 0 0.1% 3.55%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.05%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Income 97% 3 60 0 1.23% 6.48%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Instl 86% 3 60 0 1.14% 6.52%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y 82% 3 60 0 1.57% 4.94%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.68%
LARGE VALUE AADEX American Beacon Lg Cap Value Inst 78% 3 60 0 0.94% 5.74%
SMALL VALUE PVADX Allianz NFJ Small Cap Value Admin 57% 3 60 0 0.89% 12.84%
Mid-Cap Growth BGRIX Baron Growth Instl 27% 3 60 0 1.3% 1.78%
LARGE GROWTH JLGMX JPMorgan Large Cap Growth R6 3% 3 60 0 0.69% 0.38%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.21%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.34%
Average Expense Ratio: 0.79%
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Related Retirement Plans
HILCORP ENERGY COMPANY 401(K) SAVINGS 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(Ticker:)
The plan consists of 28 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.

This plan is created upon a user's request. 



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