MyPlanIQ INVENTIV HEALTH INC EMPLOYEE 401 K SAVINGS AND RETIREMENT PLAN

INVENTIV HEALTH INC EMPLOYEE 401 K SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIEX American Beacon Funds: American Beacon International Equity Fund; Institutional Class Shares
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Moderate Allocation RBAEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class R-4 Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE PAFDX T Rowe Price Equity Income Fund
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIEX American Beacon Funds: American Beacon International Equity Fund; Institutional Class Shares
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
Others
Moderate Allocation RBAEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class R-4 Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares
US EQUITY
LARGE VALUE PAFDX T Rowe Price Equity Income Fund
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
SMALL BLEND RPMIX Royce Fund: Royce Pennsylvania Mutual Fund; Institutional Class Shares
Small Growth PSIGX RBB Fund
Total Available Funds: 10
  • 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 Value AAIEX American Beacon Funds: American Beacon International Equity Fund; Institutional Class Shares 79% 3 60 0 0.72% 5.46%
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.69%
Others
Moderate Allocation RBAEX American Funds Portfolio Series: American Funds Balanced Portfolio; Class R-4 Shares 6% 3 60 0 0.58% 2.39%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.74%
Inflation-Protected Bond PARRX PIMCO Funds: Real Return Fund; Administrative Class Shares 61% 3 60 0 1.37% 3.05%
US EQUITY
LARGE VALUE PAFDX T Rowe Price Equity Income Fund 51% 3 60 0 1.23% 6.2%
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares 46% 3 60 0 1.83% 0%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 8.45%
SMALL BLEND RPMIX Royce Fund: Royce Pennsylvania Mutual Fund; Institutional Class Shares 2% 3 60 0 1.96% 5.65%
Small Growth PSIGX RBB Fund 0% 3 60 0 1.1% 0%
Average Expense Ratio: 1.08%
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Model Portfolios

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*
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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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