MyPlanIQ 401k Investor ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A)

ORLANDO HEALTH INC. RETIREMENT SAVINGS PLAN 401(A)

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market Equity IS
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds Europac Growth R6
Foreign Large Blend VDMAX Vanguard Developed Market Index ADM
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond VBTLX Vanguard Total Bond Market ADM
Intermediate Government FGOVX Fidelity Government Income
US EQUITY
LARGE GROWTH MCGIX Aston/M&C Growth I
LARGE VALUE VWNAX Vanguard Windsor II ADM
Mid-Cap Growth MPEGX MMSIF Mid Cap Growth I
Total Available Funds: 16
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Market Equity IS
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds Europac Growth R6
Foreign Large Blend VDMAX Vanguard Developed Market Index ADM
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond VBTLX Vanguard Total Bond Market ADM
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond DODIX Dodge & Cox Income
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value
US EQUITY
LARGE GROWTH MCGIX Aston/M&C Growth I
LARGE VALUE VWNAX Vanguard Windsor II ADM
Mid-Cap Growth MPEGX MMSIF Mid Cap Growth I
SMALL BLEND VSCIX Vanguard Small Cap Index Inst
SMALL VALUE VSIIX Vanguard Small Cap Val Index Inst
LARGE BLEND VINIX Vanguard Inst Index
MID-CAP BLEND VIMAX Vanguard MidCap Idx ADM
MID-CAP VALUE AMVRX American Century Mid Cap Val R6
Total Available Funds: 16
  • 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 LZEMX Lazard Emerging Market Equity IS 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds Europac Growth R6 32% 3 60 0 0.9% 4.03%
Foreign Large Blend VDMAX Vanguard Developed Market Index ADM 0% 3 60 0 0.12% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market ADM 94% 3 60 0 0.15% 3.25%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value 16% 0 60 0 NA 27.03%
US EQUITY
LARGE GROWTH MCGIX Aston/M&C Growth I 94% 3 60 0 0.73% 0.39%
LARGE VALUE VWNAX Vanguard Windsor II ADM 81% 3 60 0 0.26% 1.59%
Mid-Cap Growth MPEGX MMSIF Mid Cap Growth I 80% 3 60 0 0.74% 0%
SMALL BLEND VSCIX Vanguard Small Cap Index Inst 80% 3 60 0 0.05% 1.55%
SMALL VALUE VSIIX Vanguard Small Cap Val Index Inst 80% 3 60 0 0.07% 2.12%
LARGE BLEND VINIX Vanguard Inst Index 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND VIMAX Vanguard MidCap Idx ADM 72% 3 60 0 0.04% 1.5%
MID-CAP VALUE AMVRX American Century Mid Cap Val R6 57% 3 60 0 0% 7.17%
Average Expense Ratio: 0.4%
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Related Retirement Plans
ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A
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 7.3% 23.8% 7.9% 8.9% 6.5% 7.5%

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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 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 16 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity and Foreign Equity.


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