MyPlanIQ PARKVIEW HEALTH SYSTEM INC. RETIREMENT SAVINGS PLAN

PARKVIEW HEALTH SYSTEM INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP BLEND ABMIX Aston Funds: ASTON/Fairpointe Mid Cap Fund; Class I Shares
SMALL VALUE HRTVX Heartland Group
FIXED INCOME
Short-Term Bond FSHBX Fidelity Salem Street Trust: Fidelity Short-Term Bond Fund
Intermediate-Term Bond ABNDX Bond Fund of America; A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP BLEND ABMIX Aston Funds: ASTON/Fairpointe Mid Cap Fund; Class I Shares
SMALL VALUE HRTVX Heartland Group
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND NEIAX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class A Shares
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares
FIXED INCOME
Short-Term Bond FSHBX Fidelity Salem Street Trust: Fidelity Short-Term Bond Fund
Intermediate-Term Bond ABNDX Bond Fund of America; A
Total Available Funds: 10
  • 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 AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.64%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 80% 3 60 0 0.5% 1.59%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
MID-CAP BLEND ABMIX Aston Funds: ASTON/Fairpointe Mid Cap Fund; Class I Shares 86% 3 60 0 0.76% 0.64%
SMALL VALUE HRTVX Heartland Group 50% 3 60 0 0.98% 2.62%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
LARGE BLEND NEIAX Columbia Funds Series Trust: Columbia Large Cap Index Fund; Class A Shares 36% 3 60 0 0.2% 8.76%
MID-CAP BLEND GTAGX AIM Growth Series (Invesco Growth Series): Invesco Mid Cap Core Equity Fund; Class A Shares 0% 3 60 0 1.23% 0.32%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Salem Street Trust: Fidelity Short-Term Bond Fund 100% 3 60 0 0.5% 3.29%
Intermediate-Term Bond ABNDX Bond Fund of America; A 39% 3 60 0 0.33% 3.52%
Average Expense Ratio: 0.75%
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Related Retirement Plans
PARKVIEW HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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

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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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