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HP 401(k) Plan (Legacy Compaq)
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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
iShares Russell 1000 ETF
IWB
C
U.S. Large Cap
15
0.15%
iShares Russell 3000 ETF
IWV
C
U.S. All Cap
15
0.2%
iShares Russell 2000 ETF
IWM
C+
U.S. Small Cap
23
0.2%
U.S. Equities - Value
HP Inc
HPQ
A++
U.S. Mid Cap - Value
30
0%
Specialty
iPath Bloomberg Commodity Index Total Return ETN
DJP
A++
Commodities
16
0.75%
CBRE Clarion Global Real Estate Incm Fd
IGR
A++
U.S. Real Estate
17
0%
Global & Intl. Equity
SPDR MSCI ACWI ex-US ETF
CWI
A-
International Large Cap
15
0.34%
iShares MSCI Emerging Markets ETF
EEM
D
Emerging Markets
19
0.67%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Other
Other
0
0%
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