MyPlanIQ GENESIS HEALTHCARE CORPORATION 401K PLAN

GENESIS HEALTHCARE CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Blend WFENX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Institutional Class Shares
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
WORLD BOND ESICX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Institutional Class Shares
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
SMALL BLEND STSVX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Value Fund; Class I Shares
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Foreign Large Blend WFENX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Institutional Class Shares
Others
Moderate Allocation VWELX Vanguard/Wellington Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
WORLD BOND ESICX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Institutional Class Shares
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares
SMALL BLEND STSVX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Value Fund; Class I Shares
LARGE VALUE MEIHX MFS Series Trust I: MFS Value Fund; Class R3 Shares
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
SMALL BLEND ASQAX American Century Quantitative Equity Funds
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares
Total Available Funds: 16
  • 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
REAL ESTATE
REAL ESTATE TRREX T Rowe Price Real Estate Fund 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares 65% 3 60 0 0.53% 3.47%
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 0.41%
Foreign Large Blend WFENX Wells Fargo Funds Trust: Wells Fargo Advantage International Equity Fund; Institutional Class Shares 6% 3 60 0 1.39% 1.79%
Others
Moderate Allocation VWELX Vanguard/Wellington Fund 90% 3 60 0 0.17% 12.31%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
WORLD BOND ESICX Wells Fargo Funds Trust: Wells Fargo Advantage International Bond Fund; Institutional Class Shares 0% 3 60 0 1.78% 100%
US EQUITY
SMALL BLEND PENNX Royce Fund: Royce Pennsylvania Mutual Fund; Investment Class Shares 100% 3 60 0 0.96% 0.36%
LARGE VALUE GSLAX Goldman Sachs Trust: Goldman Sachs Large Cap Value Fund; Class A Shares 93% 3 60 0 1.29% 4.94%
SMALL BLEND STSVX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Value Fund; Class I Shares 82% 3 60 0 1.03% 8.67%
LARGE VALUE MEIHX MFS Series Trust I: MFS Value Fund; Class R3 Shares 55% 3 60 0 0.8% 8.39%
Small Growth ALSAX Alger Funds: Alger Small Cap Growth Fund; Class A Shares 53% 3 60 0 0.84% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
SMALL BLEND ASQAX American Century Quantitative Equity Funds 24% 3 60 0 0.65% 0.22%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 15.85%
MID-CAP BLEND DSERX Dreyfus Stock Funds: Dreyfus Small Cap Equity Fund; Class I Shares 0% 3 60 0 1.16% 11.7%
Average Expense Ratio: 0.92%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
GENESIS HEALTH CARE, INC. 401(K) PLAN
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.