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Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan
Investment Model Portfolios

Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan is a defined contribution plan with a profit-sharing component.

Investment options of Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth RAISX Rainier SM/Mid Cap Equity Fund
LARGE GROWTH HACAX Harbor Capital Appreciation Fund
LARGE VALUE ICAZX ICAP Equity Fund
SMALL BLEND RSPFX RS Partners Fund—A
LARGE BLEND DSFRX Domini Social Equity Fund
LARGE GROWTH FCNTX Fidelity Management Trust Company Contrafund
MID-CAP BLEND FLPSX Low Priced Stock Fund
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund
LARGE GROWTH DPUIX Spartan U.S. Equity Fund
LARGE BLEND FGRIX Fidelity Management Trust Company Growth and Income Fund
LARGE GROWTH FMAGX Fidelity Management Trust Company Growth Magellan Fund
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign A Fund
Foreign Large Blend FDIVX Diversified International Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Institutional Fund
Intermediate-Term Bond FTHRX Intermediate Bond Fund
Others
Retirement Income FFFAX Freedom Income Fund
Target Date 2016-2020 FFFDX Freedom 2000 Fund
Target Date 2000-2010 FFFCX Freedom 2010 Fund
Target Date 2016-2020 FFFDX Freedom 2020 Fund
Target Date 2026-2030 FFFEX Freedom 2030 Fund
Target Date 2036-2040 FFFFX Freedom 2040 Fund
ROOT CASH Fidelity Management Trust Company Retirement Money Market Fund

Investment model portfolios

We provide two types of investment model portfolios for Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Hewlett-Packard Puerto Rico Tax Savings Capital Accumulation Plan Tactical Asset Allocation Moderate NA 21.71% 1.83% 4.46% 4.62% 5.26% 6.15% 7.02%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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