MyPlanIQ GRADY MEMORIAL HOSPITAL CORPORATION 401K PLAN

GRADY MEMORIAL HOSPITAL CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares
SMALL VALUE PVADX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Administrative Class Shares
Small Growth CSGEX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor A Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE BLEND DISFX Transamerica Partners Funds Group II: Transamerica Partners Institutional Stock Index
MID-CAP VALUE DIMVX Transamerica Partners Funds Group II: Transamerica Partners Institutional Mid Value
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 Blend REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.69%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.74%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.91%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 5.74%
Mid-Cap Growth MACGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class P Shares 61% 3 60 0 1.03% 0%
SMALL VALUE PVADX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Administrative Class Shares 57% 3 60 0 0.89% 12.84%
Small Growth CSGEX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor A Shares 53% 3 60 0 1% 0.2%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 8.45%
LARGE BLEND DISFX Transamerica Partners Funds Group II: Transamerica Partners Institutional Stock Index 0% 3 60 0 0.3% 1.72%
MID-CAP VALUE DIMVX Transamerica Partners Funds Group II: Transamerica Partners Institutional Mid Value 0% 3 60 0 0.9% 8.11%
Average Expense Ratio: 0.88%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
GRADY MEMORIAL HOSPITAL CORPORATION 401(K) PLAN
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.