MyPlanIQ 401k Investor XLHealth Corporation 401K

XLHealth Corporation 401K Investment Model Portfolios

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XLHEALTH CORPORATION 401K P/S PLAN
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
World Allocation PAAIX PIMCO All Asset Instl
BALANCE FUND WFFNX WFFNX
BALANCE FUND WFTNX WELLS FARGO DOW JONES TODAY FUN
US EQUITY
US Small Cap NAESX Pyramis Small Company Fund
MID-CAP BLEND VIMSX Wellington Mid Cap Opportunities Portfolio
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
World Allocation PAAIX PIMCO All Asset Instl
BALANCE FUND WFFNX WFFNX
BALANCE FUND WFTNX WELLS FARGO DOW JONES TODAY FUN
BALANCE FUND WFANX WELLS FARGO DOW JONES 2010 FUND
BALANCE FUND WFKNX WELLS FARGO DOW JONES 2030 FUND
US EQUITY
US Small Cap NAESX Pyramis Small Company Fund
MID-CAP BLEND VIMSX Wellington Mid Cap Opportunities Portfolio
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
LARGE BLEND VIDSX EB Diversified Stock Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Inflation-Protected Bond DIPSX Northern Trust Treasury Inflation-Protected Securities Index Fund
SHORT GOVERNMENT STABLEVALUE UnitedHealth Group Stable Value Fund
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index Non-Lending Series Fund Class C
Total Available Funds: 18
  • 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 ABEMX Aberdeen Emerging Markets Instl 76% 0 60 0 1.1% 0.97%
INTERNATIONAL EQUITY
Foreign Large Value SSAIX SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C 100% 0 60 0 0.75% 3.55%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 0 60 0 0.9% 7.1%
Others
World Allocation PAAIX PIMCO All Asset Instl 96% 0 60 0 1.84% 6.35%
BALANCE FUND WFFNX WFFNX 0% 0 60 0 NA 0%
BALANCE FUND WFTNX WELLS FARGO DOW JONES TODAY FUN 0% 0 60 0 NA 0%
BALANCE FUND WFANX WELLS FARGO DOW JONES 2010 FUND 0% 0 60 0 NA 0%
BALANCE FUND WFKNX WELLS FARGO DOW JONES 2030 FUND 0% 0 60 0 NA 0%
US EQUITY
US Small Cap NAESX Pyramis Small Company Fund 99% 0 60 0 0.03% 1.41%
MID-CAP BLEND VIMSX Wellington Mid Cap Opportunities Portfolio 98% 0 60 0 0.04% 1.56%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 0 60 0 0.02% 2.71%
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus 21% 0 60 0 0.04% 1.72%
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 15% 0 60 0 0.05% 1.57%
LARGE BLEND VIDSX EB Diversified Stock Fund 0% 0 60 0 0.61% 25.13%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 0 60 0 0.33% 3.15%
Inflation-Protected Bond DIPSX Northern Trust Treasury Inflation-Protected Securities Index Fund 74% 0 60 0 0.11% 3.08%
SHORT GOVERNMENT STABLEVALUE UnitedHealth Group Stable Value Fund 16% 0 60 0 NA 28.04%
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index Non-Lending Series Fund Class C 0% 0 60 0 0.51% 1.22%
Average Expense Ratio: 0.49%
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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 0.5% 20.1% 10.9% 10.3% 7.2% 6.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 20.8% 10.2% 10.8% 7.5% 7.6%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 8.7% 1.7% 5.7% 2.9% 3.2%

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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(Ticker:)
The plan consists of 24 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and Emerging Market Equity.

This plan is created upon a user's request. The following is the info: 


  1. American Funds EuroPacific Growth Fund Class R-6 (RERGX) - Short-term Redemption Fee:None
 
  1. PIMCO All Asset Instl CL (PAAIX) - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2010 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2015 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2020 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2025 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2030 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2035 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2040 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2045 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2050 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date Today Fund Class N - Short-term Redemption Fee:None
 
  1. Dodge & Cox Income Fund - Short-term Redemption Fee: None
 
  1. Northern Trust Treasury Inflation-Protected Securities Index Fund - Non Lending - Short-term Redemption Fee: None
 
  1. SSgA U.S. Bond Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
 
  1. UnitedHealth Group Stable Value Fund - Short-term Redemption Fee: None
 
  1. Aberdeen Emerg Mkts Instl Fd Instl CL (ABEMX) - Short-term Redemption Fee: None
 
  1. EB Diversified Stock Fund - Short-term Redemption Fee: None
 
  1. Pyramis Small Company Fund - Short-term Redemption Fee: None
 
  1. SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
 
  1. Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) - Short-term Redemption Fee: None
 
  1. Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) - Short-term Redemption Fee: None
 
  1. Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) - Short-term Redemption Fee: None
 
  1. Wellington Mid Cap Opportunities Portfolio - Short-term Redemption Fee: None



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