MyPlanIQ THE EVERETT CLINIC PROFIT SHARING AND 401K EMPLOYEE SAVINGS PLAN AND TRUST

THE EVERETT CLINIC PROFIT SHARING AND 401K EMPLOYEE SAVINGS PLAN AND TRUST Investment Model Portfolios

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THE EVERETT CLINIC PROFIT SHARING AND 401K EMPLOYEE SAVINGS PLAN AND TRUST
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH WISIX William Blair Funds: International Small Cap Growth Fund; Class I Shares
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
US EQUITY
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares
REAL ESTATE
Global Real Estate GRSIX Cohen & Steers Institutional Global Realty Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Short-Term Bond MWSIX Metropolitan West Funds: Metropolitan West Strategic Income Fund; Class I Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH WISIX William Blair Funds: International Small Cap Growth Fund; Class I Shares
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
FOREIGN SMALL/MID GROWTH EPIEX MainStay Funds Trust: MainStay Epoch International Small Cap Fund; Class I Shares
US EQUITY
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares
Small Growth CIPSX Advisors' Inner Circle Fund II: Champlain Small Company Fund; Advisor Shares
SMALL BLEND WHGSX Advisors' Inner Circle Fund: Westwood SmallCap Value Fund; Institutional Shares
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares
REAL ESTATE
Global Real Estate GRSIX Cohen & Steers Institutional Global Realty Shares
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Short-Term Bond MWSIX Metropolitan West Funds: Metropolitan West Strategic Income Fund; Class I Shares
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares
Short-Term Bond VFSUX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Admiral Shares
ULTRASHORT BOND MWUIX Metropolitan West Funds: Metropolitan West Ultra Short Bond Fund; Class I Shares
WORLD BOND PFBDX PIMCO Funds: PIMCO Foreign Bond Fund (Unhedged); Class D Shares
Total Available Funds: 18
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.39%
FOREIGN SMALL/MID GROWTH WISIX William Blair Funds: International Small Cap Growth Fund; Class I Shares 84% 3 60 0 1.1% 0.61%
Foreign Large Blend VGTSX Vanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares 16% 3 60 0 0.08% 3.25%
FOREIGN SMALL/MID GROWTH EPIEX MainStay Funds Trust: MainStay Epoch International Small Cap Fund; Class I Shares 0% 3 60 0 1.39% 21.41%
US EQUITY
SMALL BLEND VSCIX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Institutional Shares 80% 3 60 0 0.05% 1.53%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 77% 3 60 0 0.02% 3.02%
SMALL BLEND HASCX Harbor Funds: Harbor Small Cap Value Fund; Institutional Class Shares 76% 3 60 0 0.8% 3.73%
Small Growth CIPSX Advisors' Inner Circle Fund II: Champlain Small Company Fund; Advisor Shares 60% 3 60 0 1.27% 17.74%
SMALL BLEND WHGSX Advisors' Inner Circle Fund: Westwood SmallCap Value Fund; Institutional Shares 54% 3 60 0 0.79% 6.11%
SMALL VALUE VSCVX Munder Series Trust: Munder Veracity Small-Cap Value Fund; Class A Shares 47% 3 60 0 1.75% 0.81%
REAL ESTATE
Global Real Estate GRSIX Cohen & Steers Institutional Global Realty Shares 0% 3 60 0 1% 2.81%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares 100% 3 60 0 0.15% 3.9%
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares 91% 3 60 0 0.07% 4.51%
Short-Term Bond MWSIX Metropolitan West Funds: Metropolitan West Strategic Income Fund; Class I Shares 90% 3 60 0 0.8% 5.17%
Short-Term Bond PTLDX PIMCO Funds: PIMCO Low Duration Fund; Institutional Class Shares 90% 3 60 0 1.05% 4.2%
Short-Term Bond VFSUX Vanguard Fixed Income Securities Funds: Vanguard Short-Term Investment-Grade Fund; Admiral Shares 83% 3 60 0 0.2% 4.31%
ULTRASHORT BOND MWUIX Metropolitan West Funds: Metropolitan West Ultra Short Bond Fund; Class I Shares 76% 3 60 0 0.34% 3.72%
WORLD BOND PFBDX PIMCO Funds: PIMCO Foreign Bond Fund (Unhedged); Class D Shares 0% 3 60 0 0.9% 1.15%
Average Expense Ratio: 0.68%
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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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