MyPlanIQ TEAM HEALTH INC. 401K PLAN

TEAM HEALTH INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares
Others
World Allocation SGENX First Eagle Funds: First Eagle Global Fund; Class A Shares
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
SMALL BLEND LSSCX Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERCX EuroPacific Growth Fund; Class R-3 Shares
Others
World Allocation SGENX First Eagle Funds: First Eagle Global Fund; Class A Shares
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares
SMALL BLEND LSSCX Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund
Total Available Funds: 9
  • 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 RERCX EuroPacific Growth Fund; Class R-3 Shares 55% 3 60 0 0.9% 3.46%
Others
World Allocation SGENX First Eagle Funds: First Eagle Global Fund; Class A Shares 73% 3 60 0 0.86% 3.58%
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares 49% 3 60 0 1.04% 1.42%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Class A Shares 93% 3 60 0 1.18% 0.54%
SMALL BLEND LSSCX Loomis Sayles Funds I: Loomis Sayles Small Cap Value Fund; Institutional Class 87% 3 60 0 1.4% 0.19%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares 80% 3 60 0 0.74% 0%
LARGE BLEND SWPPX Schwab Capital Trust: S&P 500 Index Fund 79% 3 60 0 0.02% 1.34%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 3.46%
LARGE GROWTH TRSAX T Rowe Price Growth Stock Fund 36% 3 60 0 0.93% 3.49%
Average Expense Ratio: 0.81%
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Related Retirement Plans
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*
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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