MyPlanIQ SAINT FRANCIS HEALTH SYSTEM INC. 401K SAVINGS PLAN

SAINT FRANCIS HEALTH SYSTEM INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEMWX Templeton Funds
Others
Target Date 2026-2030 PRRTX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class Y Shares
Technology FSCSX Fidelity Select Portfolios: Software & Computer Services Portfolio
Industrials FSAIX Fidelity Select Portfolios: Air Transportation Portfolio
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE BLEND DSEFX Domini Social Investment Trust: Domini Social Equity Fund; Investor Shares
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
Short-Term Bond SSTBX Wells Fargo Funds Trust: Wells Fargo Advantage Short-Term Bond Fund; Investor Class Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEMWX Templeton Funds
Others
Target Date 2026-2030 PRRTX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class Y Shares
Technology FSCSX Fidelity Select Portfolios: Software & Computer Services Portfolio
Industrials FSAIX Fidelity Select Portfolios: Air Transportation Portfolio
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund
LARGE BLEND DSEFX Domini Social Investment Trust: Domini Social Equity Fund; Investor Shares
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FGRIX Fidelity Securities Fund: Fidelity Growth & Income Portfolio
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE BLEND SLADX Selected American Shares
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund
Short-Term Bond SSTBX Wells Fargo Funds Trust: Wells Fargo Advantage Short-Term Bond Fund; Investor Class Shares
Total Available Funds: 18
  • 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 TEMWX Templeton Funds 46% 3 60 0 0.81% 0.32%
Others
Target Date 2026-2030 PRRTX Putnam RetirementReady Funds: Putnam RetirementReady 2030 Fund; Class Y Shares 87% 3 60 0 0.6% 9.61%
Technology FSCSX Fidelity Select Portfolios: Software & Computer Services Portfolio 76% 3 60 0 0.69% 0.08%
Industrials FSAIX Fidelity Select Portfolios: Air Transportation Portfolio 73% 3 60 0 0.85% 0%
US EQUITY
MID-CAP BLEND ARGFX Ariel Investment Trust: Ariel Fund; Investor Class Shares 100% 3 60 0 0.68% 0.39%
LARGE VALUE FEQIX Fidelity Devonshire Trust: Fidelity Equity-Income Fund 98% 3 60 0 0.57% 1.67%
LARGE BLEND DSEFX Domini Social Investment Trust: Domini Social Equity Fund; Investor Shares 98% 3 60 0 0.71% 0.37%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE BLEND FGRIX Fidelity Securities Fund: Fidelity Growth & Income Portfolio 95% 3 60 0 0.58% 1.47%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
SMALL BLEND RYTRX Royce Fund: Royce Total Return Fund; Investment Class Shares 93% 3 60 0 1.95% 10%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 4.95%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE BLEND SLADX Selected American Shares 70% 3 60 0 0.67% 8.13%
Mid-Cap Growth BARAX Baron Investment Funds Trust: Baron Asset Fund; Retail Shares 35% 3 60 0 1.33% 3.55%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Salem Street Trust: Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond FBNDX Fidelity Salem Street Trust: Fidelity Investment Grade Bond Fund 76% 3 60 0 0.76% 3.71%
Short-Term Bond SSTBX Wells Fargo Funds Trust: Wells Fargo Advantage Short-Term Bond Fund; Investor Class Shares 0% 3 60 0 0.84% 0%
Average Expense Ratio: 0.77%
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Model Portfolios

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*
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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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