MyPlanIQ BANNER HEALTH EMPLOYEES 401K PLAN

BANNER HEALTH EMPLOYEES 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Growth FIGFX FID INTL GROWTH
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Health FSHCX FID SEL MEDICAL DEL
Moderate Allocation FPUKX FID PURITAN K
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE BLEND OAKMX OAKMARK FUND I
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF EUROPAC GROWTH R5
Foreign Large Growth FIGFX FID INTL GROWTH
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund
Health FSHCX FID SEL MEDICAL DEL
Moderate Allocation FPUKX FID PURITAN K
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund
WORLD BOND TPINX TMPL GLOBAL BOND A 5
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund
LARGE BLEND OAKMX OAKMARK FUND I
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I
SMALL BLEND FSCRX FID SM CAP DISCOVERY
LARGE GROWTH FTRNX Fidelity Trend Fund
LARGE GROWTH FMAGX Fidelity Magellan Fund
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
LARGE GROWTH FMGKX FID MAGELLAN K
MID-CAP VALUE FVLKX FID VALUE K
MID-CAP BLEND FVCSX Fidelity Advisor Series I: Fidelity Advisor Value Strategies Fund; Class C Shares
LARGE GROWTH FDFFX Fidelity Financial Trust: Fidelity Independence Fund
LARGE GROWTH SGROX WFA GROWTH INV
Total Available Funds: 26
  • 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 AF EUROPAC GROWTH R5 94% 3 60 0 0.84% 1.86%
Foreign Large Growth FIGFX FID INTL GROWTH 73% 3 60 0 0.89% 0.49%
Others
Moderate Allocation FPURX Fidelity Puritan Trust: Fidelity Puritan Fund 82% 3 60 0 0.5% 4.31%
Health FSHCX FID SEL MEDICAL DEL 74% 3 60 0 0.73% 0%
Moderate Allocation FPUKX FID PURITAN K 69% 3 60 0 0.5% 4.37%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 1.45%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
High Yield Bond FAGIX Fidelity Summer Street Trust: Fidelity Capital & Income Fund 92% 3 60 0 0.93% 4.03%
Intermediate Government FGMNX Fidelity Income Fund: Fidelity GNMA Fund 87% 3 60 0 0.45% 2.87%
WORLD BOND TPINX TMPL GLOBAL BOND A 5 73% 3 60 0 0.96% 3.86%
US EQUITY
MID-CAP BLEND ARGFX ARIEL FUND 100% 3 60 0 0.68% 0.39%
LARGE GROWTH FFIDX Fidelity Hastings Street Trust: Fidelity Fund 100% 3 60 0 0.46% 0.59%
LARGE BLEND OAKMX OAKMARK FUND I 99% 3 60 0 0.63% 0.98%
MID-CAP VALUE FDVLX Fidelity Capital Trust: Fidelity Value Fund 99% 3 60 0 0.76% 0.99%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
SMALL VALUE PSVIX ALLNZ NFJ SMCAPVAL I 93% 3 60 0 0.91% 1.89%
SMALL BLEND FSCRX FID SM CAP DISCOVERY 90% 3 60 0 1.07% 1.16%
LARGE GROWTH FTRNX Fidelity Trend Fund 88% 3 60 0 0.58% 0.04%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.34%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
LARGE GROWTH FMGKX FID MAGELLAN K 68% 3 60 0 0.68% 11.94%
MID-CAP VALUE FVLKX FID VALUE K 68% 3 60 0 0.75% 3.87%
MID-CAP BLEND FVCSX Fidelity Advisor Series I: Fidelity Advisor Value Strategies Fund; Class C Shares 38% 3 60 0 0.75% 1.9%
LARGE GROWTH FDFFX Fidelity Financial Trust: Fidelity Independence Fund 0% 3 60 0 0.85% 0%
LARGE GROWTH SGROX WFA GROWTH INV 0% 3 60 0 1.29% 0%
Average Expense Ratio: 0.73%
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Related Retirement Plans
BANNER HEALTH EMPLOYEES 401(K) PLAN
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 5.3% 16.4% 2.3% 8.3% 6.7% 8.5%

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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
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