Hewlett-Packard Company 401(k) Plan
Investment Model Portfolios

Hewlett Packard Company (commonly known as 'HP') (NYSE: HPQ) is one of the largest IT companies. Founded by Bill Hwelett and Dave Packard in Palo Alto, California, HP was the earliest technology company that eventually led the formation of Silicon Valley in the San Francisco bay area. Today Hewlett-Packard has over 300 thousands employees world wide.

HP is renown to be employee friendly. It has been named several times as one of the best companies to work for. Its 401k plan provides a fairly diversified array of high quality funds.

Plan investment options

Total Available Funds: 29
Asset Class Ticker Description Rating Expense
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment Portfolio 0.72%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds New World Fund 1.03%
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Portfolio 1.07%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock 0.52%
Foreign Large Growth ARTIX Artisan International Fund,, 0.97%
FOREIGN SMALL/MID GROWTH MIDJX MFS International New Discovery Fund 2.03%
Foreign Large Blend PISIX PIMCO International Portfolio (unlisted)** 1.3%
Others
ROOT CASH Interest-bearing cash NA
FIXED INCOME
Intermediate-Term Bond PTRIX PIMCO Mortgage Portfolio (unlisted) 2.27%
Intermediate-Term Bond PTRIX PIMCO Asset Backed Securities Fund 2.27%
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corporate Portfolio (unlisted) 1.44%
ULTRASHORT BOND PTSHX PIMCO Short Term Port Ins 0.55%
Inflation-Protected Bond PRRIX PIMCO Real Return Bond Fund 1.37%
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 1.37%
Emerging Markets Bond PEBIX PIMCO Emerging Markets Fund 0.99%
High Yield Bond PHIYX PIMCO High Yield Fund 0.66%
Muni National Long PFMIX PIMCO Municipal Sector Portfolio** 0.45%
LONG GOVERNMENT PFGCX PIMCO US Government Sector Portfolio 0.49%
WORLD BOND PIGLX PIMCO Global Bond II Fund 0.57%
US EQUITY
LARGE BLEND SPY SPDR Trust - ETF 0.09%
MID-CAP BLEND VEXMX Vanguard Extended Market Index 0.06%
LARGE GROWTH FCNTX Fidelity Contrafund 0.55%
LARGE GROWTH VPMCX Vanguard PRIMECAP ADMFund 0.31%
LARGE VALUE DODGX Dodge & Cox Stock Fund 0.52%
MID-CAP BLEND CRIMX CRM MID CAP VALUE FD INSTL 1.16%
LARGE GROWTH FMAGX Fidelity Magellan Fund 0.52%
LARGE BLEND DSFRX Domini Social Equity Fund 1.09%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock Fund 0.92%
LARGE VALUE ICAEX Mainstay I CAP Equity Portfolio 0.9%
Average Expense Ratio: 0.87%

The following is a moderate-risk model portfolio constructed from the investment options of Hewlett-Packard Company 401(k) Plan.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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