MyPlanIQ 401k Investor HCA 401K PLAN

HCA 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX Real Estate Invt. Trust Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Markets Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index Fund
Others
Target Date 2021-2025 VTTVX 25 to go Fund
Target Date 2041-2045 VTIVX 45 to go Fund
Target Date 2031-2035 VTTHX 35 to go Fund
US EQUITY
SMALL VALUE IWN Small Company Value Index Fund
Small Growth IWO Small Company Growth Index Fund
LARGE GROWTH IWF Large Company Growth Index Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGLAX Real Estate Invt. Trust Index Fund
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Markets Stock Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index Fund
Others
Target Date 2021-2025 VTTVX 25 to go Fund
Target Date 2041-2045 VTIVX 45 to go Fund
Target Date 2031-2035 VTTHX 35 to go Fund
ROOT CASH Interest Income Fund
Target Date 2011-2015 VTXVX 15 to go Fund
Target Date 2000-2010 VTOVX 5 to go Fund
US EQUITY
SMALL VALUE IWN Small Company Value Index Fund
Small Growth IWO Small Company Growth Index Fund
LARGE GROWTH IWF Large Company Growth Index Fund
LARGE VALUE IWD Large Company Value Index Fund
LARGE BLEND VFINX S&P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond AGG Invt. Grade Bond Index Fund
Inflation-Protected Bond TIP Inflation Protected Treasury Index
LONG GOVERNMENT VLGIx Long‐Term Government Bond Index
Total Available Funds: 17
  • 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
REAL ESTATE
Global Real Estate IGLAX Real Estate Invt. Trust Index Fund 0% 1 60 0 1.26% 4.98%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Markets Stock Index Fund 100% 1 60 0 0.7% 2.63%
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Index Fund 100% 1 60 0 0.33% 2.9%
Others
Target Date 2021-2025 VTTVX 25 to go Fund 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX 45 to go Fund 97% 1 60 0 0.08% 2.34%
Target Date 2031-2035 VTTHX 35 to go Fund 96% 1 60 0 0.08% 2.34%
ROOT CASH Interest Income Fund 0% 1 60 0 NA 4.14%
Target Date 2011-2015 VTXVX 15 to go Fund 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTOVX 5 to go Fund 0% 1 60 0 NA 2.78%
US EQUITY
SMALL VALUE IWN Small Company Value Index Fund 100% 1 60 0 0.24% 2.07%
Small Growth IWO Small Company Growth Index Fund 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF Large Company Growth Index Fund 99% 1 60 0 0.19% 0.61%
LARGE VALUE IWD Large Company Value Index Fund 98% 1 60 0 0.19% 1.95%
LARGE BLEND VFINX S&P 500 Index Fund 98% 1 60 0 0.14% 1.27%
FIXED INCOME
Intermediate-Term Bond AGG Invt. Grade Bond Index Fund 100% 1 60 0 0.03% 3.24%
Inflation-Protected Bond TIP Inflation Protected Treasury Index 97% 1 60 0 0.19% 2.76%
LONG GOVERNMENT VLGIx Long‐Term Government Bond Index 17% 1 60 0 0.04% 3.26%
Average Expense Ratio: 0.26%
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Related Retirement Plans
HCA 401(K) PLAN
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 5.6% 8.3% 4.1% 5.0% 5.7% 5.5%

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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 for Portfolio Details or Follow 0.8% 9.1% -1.1% 3.4% 4.1% 6.2%

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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
The plan consists of 19 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, Foreign Equity, REITs and US Equity.


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