MyPlanIQ MIDELFORT CLINIC RETIREMENT SAVINGS PLAN

MIDELFORT CLINIC RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Conservative Allocation VWIAX Vanguard/Wellesley Income Fund
Moderate Allocation VWELX Vanguard/Wellington Fund
US EQUITY
LARGE GROWTH VPMAX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Conservative Allocation VWIAX Vanguard/Wellesley Income Fund
Moderate Allocation VWELX Vanguard/Wellington Fund
US EQUITY
LARGE GROWTH VPMAX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE VALUE ICANX MainStay Funds Trust: MainStay ICAP Equity Fund; Investor Class Shares
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 FSIIX Fidelity Concord Street Trust: Spartan International Index Fund; Investor Class Shares 86% 3 60 0 0.17% 3.03%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.26%
Others
Conservative Allocation VWIAX Vanguard/Wellesley Income Fund 91% 3 60 0 0.16% 4.93%
Moderate Allocation VWELX Vanguard/Wellington Fund 90% 3 60 0 0.17% 6.15%
US EQUITY
LARGE GROWTH VPMAX Vanguard Chester Funds: Vanguard PRIMECAP Fund; Admiral Shares 89% 3 60 0 0.31% 14.88%
LARGE BLEND VITSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Institutional Class Shares 82% 3 60 0 0.03% 1.63%
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares 81% 3 60 0 0.26% 10.09%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 3.18%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 16.99%
LARGE VALUE ICANX MainStay Funds Trust: MainStay ICAP Equity Fund; Investor Class Shares 0% 3 60 0 1.46% 26.73%
Average Expense Ratio: 0.44%
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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*
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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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