MyPlanIQ PROLIANCE SURGEONS INC. P.S. 401K PROFIT SHARING PLAN AND TRUST

PROLIANCE SURGEONS INC. P.S. 401K PROFIT SHARING PLAN AND TRUST

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Health PRHSX T Rowe Price Health Sciences Fund
Technology SHGTX Columbia Funds Series Trust II: Columbia Seligman Global Technology Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE BLEND NYVTX Davis New York Venture Fund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Health PRHSX T Rowe Price Health Sciences Fund
Technology SHGTX Columbia Funds Series Trust II: Columbia Seligman Global Technology Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
LARGE BLEND NYVTX Davis New York Venture Fund
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
Mid-Cap Growth BGRIX Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class
SMALL BLEND VSISX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Signal Shares
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares
Total Available Funds: 15
  • 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% 3.59%
Others
Health PRHSX T Rowe Price Health Sciences Fund 64% 3 60 0 0.8% 5.03%
Technology SHGTX Columbia Funds Series Trust II: Columbia Seligman Global Technology Fund; Class A Shares 44% 3 60 0 0.99% 7.33%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 4.03%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 6.48%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.72%
Mid-Cap Growth NBGIX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Institutional Class 91% 3 60 0 1.34% 3.38%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 3 60 0 0.02% 3.36%
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 3.35%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.34%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 40% 3 60 0 1.3% 1.9%
Mid-Cap Growth BGRIX Baron Investment Funds Trust: Baron Growth Fund; Institutional Class Shares 27% 3 60 0 1.3% 1.8%
Mid-Cap Growth NBGNX Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund; Investor Class 24% 3 60 0 0.84% 3.26%
SMALL BLEND VSISX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Signal Shares 0% 3 60 0 0.16% 1.34%
LARGE GROWTH FKCGX Franklin Strategic Series: Franklin Flex Cap Growth Fund; Class A Shares 0% 3 60 0 0.98% 12.07%
Average Expense Ratio: 0.85%
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Related Retirement Plans
PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST
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 7.8% 15.3% 3.1% 7.5% 5.9% 7.7%

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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
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