MyPlanIQ 401k Investor PIEDMONT HEALTH GROUP LLC 401K PLAN

PIEDMONT HEALTH GROUP LLC 401K PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 45
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK ANWPX American Funds New Perspective
Foreign Large Blend AEPGX American Funds EuroPacific Growth
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
SMALL BLEND NAESX Vanguard Small-Cap Index
Small Growth IWO SSgA Russell Small Cap Growth Index
Total Available Funds: 45
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK ANWPX American Funds New Perspective
Foreign Large Blend AEPGX American Funds EuroPacific Growth
Foreign Large Value TEMFX Templeton Foreign
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045
Retirement Income VTINX Vanguard Target Retirement Income
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035
Target Date 2051+ VFFVX Vanguard Target Retirement 2055
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Moderate Allocation ABALX American Funds Balanced
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index
SMALL BLEND NAESX Vanguard Small-Cap Index
Small Growth IWO SSgA Russell Small Cap Growth Index
MID-CAP VALUE IJJ SSgA S&P Mid Cap Index
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment
LARGE GROWTH MFEIX MFS Growth with Income
LARGE BLEND TVIFX Thornburg Value
LARGE GROWTH MSEQX Morgan Stanley Growth Opportunities
LARGE BLEND SVSPX SSgA S&P 500 Index
LARGE GROWTH THIGX Thornburg Core Growth
LARGE VALUE EQPIX Fidelity Advisor Equity Income
SMALL BLEND IIRSX SSgA Russell Small Cap Index
Small Growth ALSAX Alger Small Cap Growth
LARGE GROWTH CSIEX Calvert Equity Portfolio
LARGE GROWTH AMPFX American Funds AMCAP
LARGE GROWTH AGTHX American Funds Growth Fund of America
LARGE VALUE AWSHX American Funds Washington Mutual Investors
Mid-Cap Growth ASIMX Alger SMid Cap Growth
SMALL BLEND TSVIX Transamerica Small/Mid Cap Value
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity
MID-CAP VALUE DVMVX Transamerica Partners Mid Value
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Bond
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond
SHORT GOVERNMENT STABLEVALUE Transamerica Stable Value
WORLD BOND OIBIX Oppenheimer International Bond
High Yield Bond TDHIX Transamerica High Yield Bond
High Yield Bond DVHYX Transamerica Partners High Yield Bond
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index
Short-Term Bond DVHQX Transamerica Partners High Quality Bond
Total Available Funds: 45
  • 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
WORLD STOCK OGLYX Oppenheimer Global 85% 1 60 0 1.31% 0%
WORLD STOCK ANWPX American Funds New Perspective 66% 1 60 0 1.47% 5.44%
Foreign Large Blend AEPGX American Funds EuroPacific Growth 57% 1 60 0 0.9% 3.64%
Foreign Large Value TEMFX Templeton Foreign 55% 1 60 0 0.85% 1.01%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051+ VFFVX Vanguard Target Retirement 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 4.48%
Moderate Allocation ABALX American Funds Balanced 43% 1 60 0 0.31% 2.39%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 0%
US EQUITY
SMALL VALUE VISVX Vanguard Small-Cap Value Index 100% 1 60 0 0.06% 1.97%
SMALL BLEND NAESX Vanguard Small-Cap Index 99% 1 60 0 0.03% 1.4%
Small Growth IWO SSgA Russell Small Cap Growth Index 99% 1 60 0 0.24% 0.7%
MID-CAP VALUE IJJ SSgA S&P Mid Cap Index 98% 1 60 0 0.18% 1.71%
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment 93% 1 60 0 1.15% 1.2%
LARGE GROWTH MFEIX MFS Growth with Income 90% 1 60 0 0.5% 0.25%
LARGE BLEND TVIFX Thornburg Value 86% 1 60 0 1.21% 0%
LARGE GROWTH MSEQX Morgan Stanley Growth Opportunities 85% 1 60 0 0.89% 0%
LARGE BLEND SVSPX SSgA S&P 500 Index 75% 1 60 0 0.16% 8.53%
LARGE GROWTH THIGX Thornburg Core Growth 74% 1 60 0 1.36% 0%
LARGE VALUE EQPIX Fidelity Advisor Equity Income 72% 1 60 0 0.65% 5.51%
SMALL BLEND IIRSX SSgA Russell Small Cap Index 58% 1 60 0 0.85% 5.83%
Small Growth ALSAX Alger Small Cap Growth 53% 1 60 0 0.84% 0%
LARGE GROWTH CSIEX Calvert Equity Portfolio 50% 1 60 0 0.59% 1.81%
LARGE GROWTH AMPFX American Funds AMCAP 45% 1 60 0 0.49% 3.26%
LARGE GROWTH AGTHX American Funds Growth Fund of America 41% 1 60 0 0.3% 0%
LARGE VALUE AWSHX American Funds Washington Mutual Investors 39% 1 60 0 0.26% 3.46%
Mid-Cap Growth ASIMX Alger SMid Cap Growth 27% 1 60 0 0.91% 0%
SMALL BLEND TSVIX Transamerica Small/Mid Cap Value 3% 1 60 0 1.21% 8.71%
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity 0% 1 60 0 0.87% 1.05%
MID-CAP VALUE DVMVX Transamerica Partners Mid Value 0% 1 60 0 1.25% 3.94%
FIXED INCOME
Multisector Bond LSBDX Loomis Sayles Bond 82% 1 60 0 0.6% 5.33%
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond 52% 1 60 0 0.74% 3.9%
SHORT GOVERNMENT STABLEVALUE Transamerica Stable Value 16% 1 60 0 NA 27.03%
WORLD BOND OIBIX Oppenheimer International Bond 5% 1 60 0 0.71% 4.65%
High Yield Bond TDHIX Transamerica High Yield Bond 3% 1 60 0 0.6% 5.7%
High Yield Bond DVHYX Transamerica Partners High Yield Bond 0% 1 60 0 1.1% 1.4%
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index 0% 1 60 0 0.51% 0.4%
Short-Term Bond DVHQX Transamerica Partners High Quality Bond 0% 1 60 0 1.01% 1.43%
Average Expense Ratio: 0.57%
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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 8.3% 24.8% 10.0% 12.8% 9.4% 9.6%

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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 48 funds. It covers 3 major asset classes and 30 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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