MyPlanIQ 401k Investor Mid Atlantic Permanente Medical Group P.C. 401K Plan

Mid Atlantic Permanente Medical Group P.C. 401K Plan Investment Model Portfolios

This Plan is unrated.
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MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Value MGIAX MFS International Value A
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth AIIEX Invesco International Growth A
Foreign Large Value MGIAX MFS International Value A
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv
Intermediate-Term Bond BONDX DWS US Bond Index A
Intermediate-Term Bond BTUSX DWS US Bond Index Inst
Total Available Funds: 17
  • 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 RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 6.97%
Foreign Large Growth AIIEX Invesco International Growth A 51% 3 60 0 1.6% 2.51%
Foreign Large Value MGIAX MFS International Value A 50% 3 60 0 0.61% 1.65%
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 91% 3 60 0 0.83% 2.27%
Target Date 2046-2050 AALTX American Funds Trgt Date Ret 2050 A 60% 3 60 0 0.73% 3.35%
Target Date 2041-2045 AAHTX American Funds Trgt Date Ret 2045 A 52% 3 60 0 0.72% 3.39%
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A 50% 3 60 0 0.3% 5.12%
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A 49% 3 60 0 0.35% 1.71%
Target Date 2036-2040 AAGTX American Funds Trgt Date Ret 2040 A 40% 3 60 0 1.46% 1.31%
US EQUITY
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 3.62%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 4.99%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z 76% 3 60 0 1.13% 0.76%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 9.31%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.61%
Inflation-Protected Bond ACITX American Century Infl-Adj Bond Inv 92% 3 60 0 0.76% 3.97%
Intermediate-Term Bond BONDX DWS US Bond Index A 0% 3 60 0 0.71% 2.77%
Intermediate-Term Bond BTUSX DWS US Bond Index Inst 0% 3 60 0 0.39% 2.97%
Average Expense Ratio: 0.82%
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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*
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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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