MyPlanIQ BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN

BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS GLOBAL EQUITY R4
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
Mid-Cap Growth TMDPX Managers AMG Funds: TimesSquare Mid Cap Growth Fund; Premier Class Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS GLOBAL EQUITY R4
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Foreign Large Blend FSPSX SPTN INTL INDEX FAI
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL
Mid-Cap Growth TMDPX Managers AMG Funds: TimesSquare Mid Cap Growth Fund; Premier Class Shares
LARGE GROWTH FGCKX FID GROWTH CO K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Small Growth PSIGX RBB Fund
LARGE BLEND FXSIX SPTN 500 INDEX INST
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond DODIX DODGE & COX INCOME
Emerging Markets Bond AEDIX Aberdeen Funds: Aberdeen Emerging Markets Debt Local Currency Fund; Institutional Service Class Shares
Total Available Funds: 18
  • 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 ABEMX ABDN EMERG MKTS INST 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS GLOBAL EQUITY R4 89% 3 60 0 0.9% 0%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 3 60 0 0.99% 4.5%
Foreign Large Blend FSPSX SPTN INTL INDEX FAI 5% 3 60 0 0.03% 2.91%
Others
Moderate Allocation OAKBX OAKMARK EQ & INC I 91% 3 60 0 0.83% 2.3%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 3 60 0 0.59% 1.74%
US EQUITY
LARGE GROWTH PRGFX T Rowe Price Growth Stock Fund 100% 3 60 0 0% 0%
MID-CAP VALUE ARTQX ARTISAN MID CAP VAL 91% 3 60 0 1.05% 17.63%
Mid-Cap Growth TMDPX Managers AMG Funds: TimesSquare Mid Cap Growth Fund; Premier Class Shares 89% 3 60 0 1.18% 4.34%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 3 60 0 0.82% 18.74%
Small Growth PSIGX RBB Fund 0% 3 60 0 1.1% 0%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 0%
SMALL BLEND SSMVX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Investor Class Shares 0% 3 60 0 1.35% 0%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 3 60 0 0.07% 1.17%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 3 60 0 0.33% 3.91%
Emerging Markets Bond AEDIX Aberdeen Funds: Aberdeen Emerging Markets Debt Local Currency Fund; Institutional Service Class Shares 0% 3 60 0 0.9% 0%
Average Expense Ratio: 0.72%
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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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