MyPlanIQ 401k Investor Ascension Health 401(k) Retirement Savings Plan

Ascension Health 401(k) Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
FOREIGN SMALL/MID GROWTH PTSCX Forward International Small Co. Institutional Fund
Others
Aggressive Allocation VASGX Vanguard Lifestrategy Growth Fund
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Fund
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
High Yield Bond DVHYX Transamerica Partners Institutional High Yield Bond Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund
SMALL BLEND VSCIX Vanguard Small Cap Index Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds Europacific Growth Fund
FOREIGN SMALL/MID GROWTH PTSCX Forward International Small Co. Institutional Fund
Others
Aggressive Allocation VASGX Vanguard Lifestrategy Growth Fund
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Fund
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Fund
Retirement Income SWARX Schwab Personal Choice Retirement Account
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
High Yield Bond DVHYX Transamerica Partners Institutional High Yield Bond Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund
SMALL BLEND VSCIX Vanguard Small Cap Index Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund
LARGE GROWTH RGAFX American Funds Growth Fund Of America
SMALL VALUE TSVRX Target Small Cap Value Fund
Small Growth BSCFX Baron Small Cap Fund
MID-CAP VALUE DVMVX Transamerica Partners Institutional Mid Value Fund
LARGE VALUE AHRAX AHA Socially Responsible Equity Fund
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 Growth Fund 94% 3 60 0 0.84% 3.91%
FOREIGN SMALL/MID GROWTH PTSCX Forward International Small Co. Institutional Fund 0% 3 60 0 1.2% 7.09%
Others
Aggressive Allocation VASGX Vanguard Lifestrategy Growth Fund 89% 3 60 0 0.14% 3.23%
Conservative Allocation VSCGX Vanguard Lifestrategy Conservative Fund 89% 3 60 0 0.12% 5.46%
Moderate Allocation VSMGX Vanguard Lifestrategy Moderate Fund 84% 3 60 0 0.13% 4.19%
Retirement Income SWARX Schwab Personal Choice Retirement Account 0% 3 60 0 NA 3.2%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.99%
High Yield Bond DVHYX Transamerica Partners Institutional High Yield Bond Fund 0% 3 60 0 1.1% 2.77%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 6.05%
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund 88% 3 60 0 0.83% 0%
SMALL BLEND VSCIX Vanguard Small Cap Index Fund 80% 3 60 0 0.05% 1.77%
LARGE BLEND VINIX Vanguard Institutional Index Fund 78% 3 60 0 0.02% 3.37%
LARGE GROWTH RGAFX American Funds Growth Fund Of America 75% 3 60 0 0.63% 8.75%
SMALL VALUE TSVRX Target Small Cap Value Fund 51% 3 60 0 0.79% 3.84%
Small Growth BSCFX Baron Small Cap Fund 39% 3 60 0 1.31% 3.54%
MID-CAP VALUE DVMVX Transamerica Partners Institutional Mid Value Fund 0% 3 60 0 1.25% 8.79%
LARGE VALUE AHRAX AHA Socially Responsible Equity Fund 0% 3 60 0 1.14% 7.19%
Average Expense Ratio: 0.68%
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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 7.9% 18.0% 4.0% 7.2% 5.8% 7.6%

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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 17 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Ascension Health 401(k) Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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