MyPlanIQ 401k Investor Mercy Health MyRetirement 401(k) Plan

Mercy Health MyRetirement 401(k) Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund (DODFX)
Foreign Large Growth WCMIX WCM Focused International Growth Fund Institutional Class (WCMIX)
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX)
Others
EQUITY CALRX Calvert Small-Cap Fund Class R6 (CALRX)
EQUITY ZEMIX Ninety One Emerging Markets Equity Fund I Shares
ROOT CASH JPMorgan U.S. Government Money Market Fund Capital Shares (OGVXX)
US EQUITY
Small Growth APHSX Artisan Small Cap Fund Institutional Shares (APHSX)
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
LARGE BLEND BILPX BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock Fund (DODFX)
Foreign Large Growth WCMIX WCM Focused International Growth Fund Institutional Class (WCMIX)
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX)
Others
EQUITY CALRX Calvert Small-Cap Fund Class R6 (CALRX)
EQUITY ZEMIX Ninety One Emerging Markets Equity Fund I Shares
ROOT CASH JPMorgan U.S. Government Money Market Fund Capital Shares (OGVXX)
US EQUITY
Small Growth APHSX Artisan Small Cap Fund Institutional Shares (APHSX)
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
LARGE BLEND BILPX BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX)
Intermediate-Term Bond BAGIX Baird Aggregate Bond Fund Class Institutional (BAGIX)
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX)
Total Available Funds: 13
  • 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 International Stock Fund (DODFX) 99% 3 60 0 0.52% 2.17%
Foreign Large Growth WCMIX WCM Focused International Growth Fund Institutional Class (WCMIX) 10% 3 60 0 1.04% 0.25%
Foreign Large Blend VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) 3% 3 60 0 0.07% 3.24%
Others
EQUITY CALRX Calvert Small-Cap Fund Class R6 (CALRX) 32% 3 60 0 1.19% 1.57%
EQUITY ZEMIX Ninety One Emerging Markets Equity Fund I Shares 25% 3 60 0 1.1% 1.52%
ROOT CASH JPMorgan U.S. Government Money Market Fund Capital Shares (OGVXX) 0% 0 60 0 NA 2.6%
US EQUITY
Small Growth APHSX Artisan Small Cap Fund Institutional Shares (APHSX) 99% 3 60 0 1% 5.15%
LARGE BLEND VIIIX Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) 78% 3 60 0 0.02% 2.74%
LARGE BLEND BILPX BlackRock Event Driven Equity Fund Institutional Shares (BILPX) 65% 3 60 0 1.52% 1.57%
MID-CAP BLEND VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) 4% 3 60 0 0.06% 1.27%
FIXED INCOME
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) 90% 3 60 0 0.1% 4.05%
Intermediate-Term Bond BAGIX Baird Aggregate Bond Fund Class Institutional (BAGIX) 83% 3 60 0 0.3% 4.12%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) 35% 3 60 0 0.03% 3.83%
Average Expense Ratio: 0.58%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 8.8% 8.2% 6.3% 6.5% 5.4% 6.0%

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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 for Portfolio Details or Follow 0.2% 6.9% -0.1% 3.0% 4.3% 5.1%

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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 for Portfolio Details or Follow 0.4% 7.9% 1.9% 7.0% 5.6% 5.3%

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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
The plan consists of 15 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.


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