MyPlanIQ 401k Investor Steward Caritas Christi Health Plan of Boston

Steward Caritas Christi Health Plan of Boston

Investment Menu Rating:

Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
ROOT CASH Fidelity Cash Reserve
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RYSEX Royce Special Equity Invmt
MID-CAP VALUE ACMVX American Century Mid Cap Value
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond PRIPX T. Rowe Price Inflation Protected Bd
WORLD BOND TPINX Templeton Global Bond A
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
Others
ROOT CASH Fidelity Cash Reserve
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend REREX American Funds EuroPacific Gr R4
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL BLEND RYSEX Royce Special Equity Invmt
MID-CAP VALUE ACMVX American Century Mid Cap Value
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P
Small Growth SASMX Legg Mason Partners Small Cap Growth A
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond PRIPX T. Rowe Price Inflation Protected Bd
WORLD BOND TPINX Templeton Global Bond A
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
ULTRASHORT BOND NVSIX Wells Fargo Stable Return
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 64% 3 60 0 0.84% 35%
Others
ROOT CASH Fidelity Cash Reserve 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 3.03%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 3 60 0 0.9% 14.16%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.18%
SMALL BLEND RYSEX Royce Special Equity Invmt 93% 3 60 0 2.24% 12.38%
MID-CAP VALUE ACMVX American Century Mid Cap Value 89% 3 60 0 1.23% 13.51%
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 2.65%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.32%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 3 60 0 0.1% 1.43%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P 60% 3 60 0 1.03% 0%
Small Growth SASMX Legg Mason Partners Small Cap Growth A 47% 3 60 0 0.9% 19.14%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 47% 3 60 0 1.27% 6.34%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.05%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 6.67%
Inflation-Protected Bond PRIPX T. Rowe Price Inflation Protected Bd 87% 3 60 0 0.38% 4.9%
WORLD BOND TPINX Templeton Global Bond A 74% 3 60 0 0.96% 5.11%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
ULTRASHORT BOND NVSIX Wells Fargo Stable Return 0% 3 60 0 NA 0.64%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.17%
Average Expense Ratio: 0.83%
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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*
Click to Create Model Portfolio

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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 0.5% 8.2% 2.5% 3.8% 3.8% 4.2%

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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(Ticker:)
The plan consists of 20 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

This plan is created based on a user's info.



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