MyPlanIQ UNITED SURGICAL PARTNERS INTERNATIONAL INC. 401K PLAN

UNITED SURGICAL PARTNERS INTERNATIONAL INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
World Allocation MDLOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
MID-CAP BLEND RSVAX RS Investment Trust: RS Value Fund; Class A Shares
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares
Others
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
World Allocation MDLOX BlackRock Global Allocation Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
MID-CAP BLEND RSVAX RS Investment Trust: RS Value Fund; Class A Shares
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares
MID-CAP BLEND FASPX Fidelity Advisor Series I: Fidelity Advisor Value Strategies Fund; Class T Shares
Total Available Funds: 9
  • 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 Growth TGVAX Thornburg Investment Trust: Thornburg International Value Fund; Class A Shares 64% 3 60 0 1.36% 0.41%
Others
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds 78% 3 60 0 0.63% 6.57%
World Allocation MDLOX BlackRock Global Allocation Fund 74% 3 60 0 0.84% 0.2%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 4.94%
US EQUITY
MID-CAP BLEND RSVAX RS Investment Trust: RS Value Fund; Class A Shares 92% 3 60 0 1.3% 6.42%
Mid-Cap Growth ALMRX Alger Institutional Funds: Alger Mid Cap Growth Institutional Fund; Class I Shares 78% 3 60 0 1.91% 0%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 16.12%
Small Growth PGSGX JPMorgan Trust II: JPMorgan Small Cap Growth Fund; Class A Shares 49% 3 60 0 1.24% 0%
MID-CAP BLEND FASPX Fidelity Advisor Series I: Fidelity Advisor Value Strategies Fund; Class T Shares 41% 3 60 0 0.75% 1.64%
Average Expense Ratio: 1.08%
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
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 >>

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.