MyPlanIQ 401k Investor Mid Ohio Oncology Hematology Inc Retirement Plan

Mid Ohio Oncology Hematology Inc Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
WORLD STOCK RWICX American Funds Capital World G/I R3
FIXED INCOME
SHORT GOVERNMENT VFISX Maxim US Government Securities Fund
Short-Term Bond VBISX Maxim Short Duration Bond Fund
Multisector Bond MXLMX Maxim Loomis Sayles Bond Portfolio
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund A
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND RFNFX American Funds Fundamental Inv R3
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value Fund
Foreign Large Blend RERFX American Funds EuroPacific Growth R3
WORLD STOCK RWICX American Funds Capital World G/I R3
WORLD STOCK OPPAX Oppenheimer Global A
Foreign Large Value OARIX Oakmark International II
FIXED INCOME
SHORT GOVERNMENT VFISX Maxim US Government Securities Fund
Short-Term Bond VBISX Maxim Short Duration Bond Fund
Multisector Bond MXLMX Maxim Loomis Sayles Bond Portfolio
Intermediate-Term Bond MXBIX Maxim Bond Index
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund A
LARGE BLEND NYVTX Davis NY Venture A
LARGE BLEND RFNFX American Funds Fundamental Inv R3
LARGE VALUE ACSDX INVESCO Van Kampen Comstock A
LARGE GROWTH JARTX Janus Forty Class S
SMALL VALUE VSCAX INVESCO Van Kampen Small Cap Value A
LARGE VALUE MEIAX MFS Value Fund A
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk - T
LARGE GROWTH RAFCX American Funds AMCAP Fund - R3
LARGE GROWTH MFOCX Marsico Focus
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
SMALL VALUE NSCAX Nuveen Small Cap Select A
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income
LARGE BLEND MXVIX Maxim S & P 500 Index
SMALL BLEND MXISX Maxim Index 600
SMALL BLEND MXLSX Maxim Loomis Sayles Small-Cap Value
LARGE VALUE IDQYX Columbia Diversified Equity Income R3
Small Growth SSCTX RidgeWorth Small Cap Growth Fund I
Total Available Funds: 28
  • 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
WORLD STOCK TAVFX Third Avenue Value Fund 100% 3 60 0 1.1% 2.22%
Foreign Large Blend RERFX American Funds EuroPacific Growth R3 94% 3 60 0 0.84% 6.97%
WORLD STOCK RWICX American Funds Capital World G/I R3 61% 3 60 0 0.53% 0.91%
WORLD STOCK OPPAX Oppenheimer Global A 48% 3 60 0 1.31% 11.02%
Foreign Large Value OARIX Oakmark International II 0% 3 60 0 1.2% 1.03%
FIXED INCOME
SHORT GOVERNMENT VFISX Maxim US Government Securities Fund 100% 3 60 0 0.1% 4.12%
Short-Term Bond VBISX Maxim Short Duration Bond Fund 100% 3 60 0 0.07% 3.28%
Multisector Bond MXLMX Maxim Loomis Sayles Bond Portfolio 39% 3 60 0 0.9% 3.64%
Intermediate-Term Bond MXBIX Maxim Bond Index 34% 3 60 0 0.5% 2.37%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value Fund A 93% 3 60 0 1.18% 7.1%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 19.7%
LARGE BLEND RFNFX American Funds Fundamental Inv R3 87% 3 60 0 0.6% 1.11%
LARGE VALUE ACSDX INVESCO Van Kampen Comstock A 76% 3 60 0 1.55% 1.48%
LARGE GROWTH JARTX Janus Forty Class S 62% 3 60 0 1.64% 11.18%
SMALL VALUE VSCAX INVESCO Van Kampen Small Cap Value A 62% 3 60 0 0.87% 0.37%
LARGE VALUE MEIAX MFS Value Fund A 54% 3 60 0 0.8% 1.15%
MID-CAP BLEND FLSTX Fidelity Advisor Leveraged Co Stk - T 49% 3 60 0 0.66% 17.61%
LARGE GROWTH RAFCX American Funds AMCAP Fund - R3 40% 3 60 0 0.49% 0.14%
LARGE GROWTH MFOCX Marsico Focus 38% 3 60 0 0.75% 6.21%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 0.09%
SMALL VALUE NSCAX Nuveen Small Cap Select A 34% 3 60 0 1.94% 22.39%
Mid-Cap Growth MXMGX Maxim T. Rowe Price Mid-Cap Growth 25% 3 60 0 1.02% 3.69%
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income 22% 3 60 0 0.96% 3.89%
LARGE BLEND MXVIX Maxim S & P 500 Index 21% 3 60 0 0.51% 0.89%
SMALL BLEND MXISX Maxim Index 600 21% 3 60 0 0.56% 3.41%
SMALL BLEND MXLSX Maxim Loomis Sayles Small-Cap Value 20% 3 60 0 1.09% 1.05%
LARGE VALUE IDQYX Columbia Diversified Equity Income R3 0% 3 60 0 0.92% 7.13%
Small Growth SSCTX RidgeWorth Small Cap Growth Fund I 0% 3 60 0 1.27% 14.28%
Average Expense Ratio: 0.91%
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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 0.6% 9.9% 4.3% 6.3% 5.0% 5.1%

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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 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 7.1% 7.9% 1.6% 4.9% 4.9% 4.9%

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

This plan was created upon a user's request.



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