MyPlanIQ 401k Investor Health Management Associates (HMA) Retirement Savings Plan

Health Management Associates (HMA) Retirement Savings Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing markets institutional fund
REAL ESTATE
Global Real Estate DFGEX DFA Global real estate securities I fund
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer Internation growth institutional fund
Foreign Large Blend RERGX American funds EUROPacific growth r6 fund
Foreign Large Value ANJIX AllianzGI NFJ Internation value r6 fund
Others
Target Date 2026-2030 VTHRX retirement target 2030 separate account
Target Date 2051+ VFFVX retirement target 2055 separate account
Target Date 2051+ VTTSX retirement target 2060 separate account
US EQUITY
US Large Cap VFINX LargeCap s&p 500 index separate account
LARGE GROWTH AGWRX American century growth r6 fund
Small Growth VISGX SmallCap Growth I separate account
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing markets institutional fund
REAL ESTATE
Global Real Estate DFGEX DFA Global real estate securities I fund
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer Internation growth institutional fund
Foreign Large Blend RERGX American funds EUROPacific growth r6 fund
Foreign Large Value ANJIX AllianzGI NFJ Internation value r6 fund
Others
Target Date 2026-2030 VTHRX retirement target 2030 separate account
Target Date 2051+ VFFVX retirement target 2055 separate account
Target Date 2051+ VTTSX retirement target 2060 separate account
Target Date 2046-2050 VFIFX retirement target 2050 separate account
Target Date 2021-2025 VTTVX retirement target 2025 separate account
Target Date 2031-2035 VTTHX retirement target 2035 separate account
Retirement Income VTINX retirement strategic income separate account
Target Date 2041-2045 VTIVX retirement target 2045 separate account
Target Date 2016-2020 VTWNX retirement target 2020 separate account
Target Date 2036-2040 VFORX retirement target 2040 separate account
Target Date 2011-2015 VTXVX retirement target 2015 separate account
Target Date 2000-2010 VTENX retirement target 2010 separate account
US EQUITY
US Large Cap VFINX LargeCap s&p 500 index separate account
LARGE GROWTH AGWRX American century growth r6 fund
Small Growth VISGX SmallCap Growth I separate account
SMALL BLEND IJR SmallCap s&p 600 index separate account
LARGE VALUE DDFRX Invesco Diversified Dividend r6 fund
MID-CAP BLEND RMM MidCap s&p 400 index separate account
SMALL VALUE PNVRX Allian NFJ small cap value R6 fund
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE CHS stable value fund
Multisector Bond LWSIX Western Asset Global strategic imcome cif r3
Intermediate-Term Bond SWLBX Schwab institutional fixed income core plus trust class III
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODVIX Oppenheimer Developing markets institutional fund 17% 3 60 0 0.84% 0.97%
REAL ESTATE
Global Real Estate DFGEX DFA Global real estate securities I fund 74% 3 60 0 0.22% 3.4%
INTERNATIONAL EQUITY
Foreign Large Growth OIGIX Oppenheimer Internation growth institutional fund 54% 3 60 0 0.76% 0%
Foreign Large Blend RERGX American funds EUROPacific growth r6 fund 34% 3 60 0 0.9% 4.03%
Foreign Large Value ANJIX AllianzGI NFJ Internation value r6 fund 5% 3 60 0 1.3% 1.94%
Others
Target Date 2026-2030 VTHRX retirement target 2030 separate account 84% 3 60 0 0.08% 2.21%
Target Date 2051+ VFFVX retirement target 2055 separate account 79% 3 60 0 0.08% 1.85%
Target Date 2051+ VTTSX retirement target 2060 separate account 77% 3 60 0 0.08% 1.77%
Target Date 2046-2050 VFIFX retirement target 2050 separate account 75% 3 60 0 0.08% 2.02%
Target Date 2021-2025 VTTVX retirement target 2025 separate account 70% 3 60 0 0.08% 2.62%
Target Date 2031-2035 VTTHX retirement target 2035 separate account 67% 3 60 0 0.08% 2.34%
Retirement Income VTINX retirement strategic income separate account 66% 3 60 0 0.08% 2.93%
Target Date 2041-2045 VTIVX retirement target 2045 separate account 58% 3 60 0 0.08% 2.34%
Target Date 2016-2020 VTWNX retirement target 2020 separate account 50% 3 60 0 0.08% 4.48%
Target Date 2036-2040 VFORX retirement target 2040 separate account 45% 3 60 0 0.08% 2.23%
Target Date 2011-2015 VTXVX retirement target 2015 separate account 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX retirement target 2010 separate account 0% 3 60 0 0.17% 0%
US EQUITY
US Large Cap VFINX LargeCap s&p 500 index separate account 84% 3 60 0 0.14% 1.27%
LARGE GROWTH AGWRX American century growth r6 fund 75% 3 60 0 1.48% 1.58%
Small Growth VISGX SmallCap Growth I separate account 51% 3 60 0 0.07% 0.54%
SMALL BLEND IJR SmallCap s&p 600 index separate account 44% 3 60 0 0.06% 1.32%
LARGE VALUE DDFRX Invesco Diversified Dividend r6 fund 27% 3 60 0 0.73% 1.29%
MID-CAP BLEND RMM MidCap s&p 400 index separate account 0% 3 60 0 NA NA
SMALL VALUE PNVRX Allian NFJ small cap value R6 fund 0% 3 60 0 1.43% 0.94%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE CHS stable value fund 95% 3 60 0 NA 27.03%
Multisector Bond LWSIX Western Asset Global strategic imcome cif r3 21% 3 60 0 0.54% 6.97%
Intermediate-Term Bond SWLBX Schwab institutional fixed income core plus trust class III 0% 3 60 0 0.29% 0%
Average Expense Ratio: 0.39%
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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 5.4% 19.0% 5.1% 6.2% 4.6% 6.4%

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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:HMA)
The plan consists of 27 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.

Health Management Associates (Ticker: HMA) is one of the largest public traded hospital groups.



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