MyPlanIQ MERCY HEALTH PARTNERS 401K RETIREMENT PLAN

MERCY HEALTH PARTNERS 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares
Others
Conservative Allocation DVMSX Transamerica Partners Funds Group II: Transamerica Asset Allocation - Intermediate Horizon
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Equity Funds: Neuberger Berman Socially Responsive Fund; Investor Class Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares
Others
Conservative Allocation DVMSX Transamerica Partners Funds Group II: Transamerica Asset Allocation - Intermediate Horizon
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Equity Funds: Neuberger Berman Socially Responsive Fund; Investor Class Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
LARGE GROWTH RGACX Growth Fund of America
Total Available Funds: 10
  • 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 RERCX EuroPacific Growth Fund; Class R-3 Shares 56% 3 60 0 0.9% 0.54%
Others
Conservative Allocation DVMSX Transamerica Partners Funds Group II: Transamerica Asset Allocation - Intermediate Horizon 0% 3 60 0 1.23% 1.07%
Aggressive Allocation DILHX Transamerica Partners Funds Group: Transamerica Institutional Asset Allocation - Intermediate/Long Horizon 0% 3 60 0 0.99% 1.13%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.01%
US EQUITY
LARGE GROWTH NBSRX Neuberger Berman Equity Funds: Neuberger Berman Socially Responsive Fund; Investor Class Shares 99% 3 60 0 1.06% 6.03%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.15%
Small Growth VSEIX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Select Class Shares 94% 3 60 0 1.26% 0.27%
Small Growth BUFSX Buffalo Funds: Buffalo Small Cap Fund 93% 3 60 0 1.01% 0%
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares 85% 3 60 0 1.27% 1.43%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 0.09%
Average Expense Ratio: 0.98%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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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
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