MyPlanIQ SUNRISE MEDICAL 401K PLAN

SUNRISE MEDICAL 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
SUNRISE MEDICAL 401(K) PLAN
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds - EuroPacific Growth Fund (Class R4)
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund (Class Z)
LARGE VALUE RWMEX Washington Mutual Investors Fund; Class R-4 Shares
MID-CAP VALUE JMVIX Janus Investment Fund: Perkins Mid Cap Value Fund; Class S Shares
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds - EuroPacific Growth Fund (Class R4)
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares
Moderate Allocation MBAIX MainStay Funds Trust: MainStay Balanced Fund; Class I Shares
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund (Class Z)
LARGE VALUE RWMEX Washington Mutual Investors Fund; Class R-4 Shares
MID-CAP VALUE JMVIX Janus Investment Fund: Perkins Mid Cap Value Fund; Class S Shares
Total Available Funds: 11
  • 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 REREX American Funds - EuroPacific Growth Fund (Class R4) 57% 3 60 0 0.9% 1.12%
Others
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 94% 3 60 0 0.34% 0.94%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 92% 3 60 0 0.84% 3.38%
Target Date 2036-2040 STLEX BlackRock Funds III: LifePath 2040 Portfolio; Institutional Shares 92% 3 60 0 1.04% 0.67%
Moderate Allocation MBAIX MainStay Funds Trust: MainStay Balanced Fund; Class I Shares 72% 3 60 0 1.33% 1.49%
Target Date 2016-2020 STLCX BlackRock Funds III: LifePath 2020 Portfolio; Institutional Class Shares 0% 3 60 0 0.67% 7.52%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 2.6%
Inflation-Protected Bond PRTNX PIMCO Funds: Real Return Fund; Class A Shares 58% 3 60 0 1.37% 1.8%
US EQUITY
MID-CAP BLEND NMPAX Columbia Mid Cap Index Fund (Class Z) 81% 3 60 0 0.2% 1.41%
LARGE VALUE RWMEX Washington Mutual Investors Fund; Class R-4 Shares 35% 3 60 0 0.26% 1.03%
MID-CAP VALUE JMVIX Janus Investment Fund: Perkins Mid Cap Value Fund; Class S Shares 28% 3 60 0 0.5% 0.38%
Average Expense Ratio: 0.75%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.