MyPlanIQ 401k Investor CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY RETIREMENT PLAN

CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
REAL ESTATE
Global Real Estate IGLAX IGLAX
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX TGVRX
WORLD STOCK RNPCX RNPCX
Others
Moderate Allocation RLBCX RLBCX
Target Date 2051+ IISAX IISAX
Target Date 2041-2045 ISJAX ISJAX
US EQUITY
MID-CAP VALUE GETGX GETGX
SMALL VALUE GOGFX GOGFX
LARGE VALUE MRDVX MRDVX
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
REAL ESTATE
Global Real Estate IGLAX IGLAX
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX TGVRX
WORLD STOCK RNPCX RNPCX
Others
Moderate Allocation RLBCX RLBCX
Target Date 2051+ IISAX IISAX
Target Date 2041-2045 ISJAX ISJAX
Aggressive Allocation IAGAX IAGAX
Target Date 2021-2025 ISDAX ISDAX
Conservative Allocation ICGAX ICGAX
Target Date 2031-2035 ISEAX ISEAX
Moderate Allocation ISGAX ISGAX
Conservative Allocation ISPGX ISPGX
Retirement Income ISKAX ISKAX
Target Date 2011-2015 ISAAX ISOAX
US EQUITY
MID-CAP VALUE GETGX GETGX
SMALL VALUE GOGFX GOGFX
LARGE VALUE MRDVX MRDVX
Mid-Cap Growth JDERX JDERX
LARGE BLEND RFNCX RFNCX
SMALL BLEND SMERX SMERX
LARGE GROWTH IEOPX IEOPX
Small Growth LADRX LADRX
MID-CAP BLEND IRMAX IRMAX
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX
Inflation-Protected Bond PRRRX PRRRX
WORLD BOND FGBRX FGBRX
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 ODVNX ODVNX 64% 3 60 0 0.84% 0.29%
REAL ESTATE
Global Real Estate IGLAX IGLAX 0% 3 60 0 1.26% 20.97%
INTERNATIONAL EQUITY
Foreign Large Growth TGVRX TGVRX 63% 3 60 0 1.36% 2.05%
WORLD STOCK RNPCX RNPCX 63% 3 60 0 1.47% 5.54%
Others
Moderate Allocation RLBCX RLBCX 63% 3 60 0 0.31% 2.25%
Target Date 2051+ IISAX IISAX 60% 3 60 0 0.77% 8.23%
Target Date 2041-2045 ISJAX ISJAX 21% 3 60 0 0.46% 9.4%
Aggressive Allocation IAGAX IAGAX 19% 3 60 0 0.8% 9.14%
Target Date 2021-2025 ISDAX ISDAX 16% 3 60 0 0.44% 5.26%
Conservative Allocation ICGAX ICGAX 16% 3 60 0 0.66% 4.18%
Target Date 2031-2035 ISEAX ISEAX 15% 3 60 0 0.46% 8.04%
Moderate Allocation ISGAX ISGAX 13% 3 60 0 1.3% 10.35%
Conservative Allocation ISPGX ISPGX 13% 3 60 0 1.24% 6.05%
Retirement Income ISKAX ISKAX 9% 3 60 0 0.18% 3.69%
Target Date 2011-2015 ISAAX ISOAX 0% 3 60 0 1.05% 0%
US EQUITY
MID-CAP VALUE GETGX GETGX 64% 3 60 0 1.65% 6.14%
SMALL VALUE GOGFX GOGFX 58% 3 60 0 0.85% 7.26%
LARGE VALUE MRDVX MRDVX 56% 3 60 0 1% 6.62%
Mid-Cap Growth JDERX JDERX 54% 3 60 0 1.08% 5.57%
LARGE BLEND RFNCX RFNCX 51% 3 60 0 0.28% 6.12%
SMALL BLEND SMERX SMERX 39% 3 60 0 1.01% 0.51%
LARGE GROWTH IEOPX IEOPX 10% 3 60 0 1.27% 0%
Small Growth LADRX LADRX 8% 3 60 0 0.59% 0%
MID-CAP BLEND IRMAX IRMAX 7% 3 60 0 0.8% 12.11%
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX 65% 3 60 0 0.8% 3.41%
Inflation-Protected Bond PRRRX PRRRX 57% 3 60 0 1.37% 2.66%
WORLD BOND FGBRX FGBRX 16% 3 60 0 0.96% 3.83%
Average Expense Ratio: 0.9%
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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 5.7% 8.8% 3.9% 5.0% 5.5% 6.0%

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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
The plan consists of 27 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Emerging Market Equity and Foreign Equity.


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