MyPlanIQ 401k Investor RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN

RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Growth ASKIX American Century International Growth
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
Total Available Funds: 42
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX Vanguard International Growth Inv
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Growth ASKIX American Century International Growth
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Health VGHCX Vanguard Health Care Inv
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Moderate Allocation JABAX Janus Balanced Fund T
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050
EQUITY PRECIOUS METALS FGADX Franklin Gold and Precious Metals Adv
Technology RAGTX Allianz RCM Technology A
Moderate Allocation MXTPX Maxim Moderately Conservative Profile
Moderate Allocation MXOPX Maxim Moderate Profile
Conservative Allocation MXVPX Maxim Conservative Profile
ROOT CASH Dreyfus Cash Management Inv
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
WORLD BOND TGBAX Templeton Global Bond Adv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth BUFSX Buffalo Small Cap
LARGE GROWTH JAMRX Janus Research T
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
LARGE VALUE DDFIX Invesco Diversified Dividend Instl
SMALL BLEND DISSX Dreyfus Small Cap Stock Index
LARGE BLEND PEOPX Dreyfus S & P 500 Index Fund
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value A
LARGE VALUE ACSTX Invesco Van Kampen Comstock A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
LARGE BLEND NVOAX Nuveen Tradewinds Value Opportunities A
LARGE BLEND MXRPX Maxim Moderately Aggressive Profile Port
LARGE BLEND MXPPX Maxim Aggressive Profile
MID-CAP BLEND PESPX Dreyfus MidCap Index
Total Available Funds: 42
  • 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 VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.86%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 1 60 0 0.9% 3.58%
Foreign Large Growth ASKIX American Century International Growth 0% 1 60 0 NA 1.02%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 1 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 1 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 1 60 0 0.78% 6.84%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 1 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement 2005 100% 1 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 1 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 1 60 0 0.99% 4.44%
Health VGHCX Vanguard Health Care Inv 97% 1 60 0 0.34% 6.67%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 1 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 1 60 0 1.12% 4.73%
Target Date 2051+ TRRNX T. Rowe Price Retirement 2055 93% 1 60 0 1.14% 4.13%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 1 60 0 0.34% 4.38%
Moderate Allocation JABAX Janus Balanced Fund T 91% 1 60 0 0.7% 2.06%
Target Date 2046-2050 TRRMX T. Rowe Price Retirement 2050 78% 1 60 0 0.63% 4.79%
EQUITY PRECIOUS METALS FGADX Franklin Gold and Precious Metals Adv 67% 1 60 0 1.63% 2.67%
Technology RAGTX Allianz RCM Technology A 40% 1 60 0 1.17% 0%
Moderate Allocation MXTPX Maxim Moderately Conservative Profile 0% 1 60 0 0.25% 2.8%
Moderate Allocation MXOPX Maxim Moderate Profile 0% 1 60 0 0.25% 4.77%
Conservative Allocation MXVPX Maxim Conservative Profile 0% 1 60 0 0.25% 2.7%
ROOT CASH Dreyfus Cash Management Inv 0% 1 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 1 60 0 0.8% 3.74%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 61% 1 60 0 1.37% 3.05%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 1 60 0 0.64% 4.33%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 1 60 0 0.06% 2.38%
Small Growth BUFSX Buffalo Small Cap 93% 1 60 0 1.01% 0%
LARGE GROWTH JAMRX Janus Research T 91% 1 60 0 0.52% 3.44%
Mid-Cap Growth ARTMX Artisan Mid Cap Inv 88% 1 60 0 0.96% 0%
LARGE VALUE DDFIX Invesco Diversified Dividend Instl 87% 1 60 0 0.82% 2.17%
SMALL BLEND DISSX Dreyfus Small Cap Stock Index 79% 1 60 0 0.5% 9.02%
LARGE BLEND PEOPX Dreyfus S & P 500 Index Fund 72% 1 60 0 0.5% 6.7%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I 70% 1 60 0 1.97% 0.35%
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value A 62% 1 60 0 0.87% 6.01%
LARGE VALUE ACSTX Invesco Van Kampen Comstock A 49% 1 60 0 1.55% 8.84%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 1 60 0 0.3% 8.43%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 1 60 0 0.06% 1.97%
LARGE BLEND NVOAX Nuveen Tradewinds Value Opportunities A 0% 1 60 0 1.2% 18.39%
LARGE BLEND MXRPX Maxim Moderately Aggressive Profile Port 0% 1 60 0 1.19% 6.97%
LARGE BLEND MXPPX Maxim Aggressive Profile 0% 1 60 0 1.32% 8.65%
MID-CAP BLEND PESPX Dreyfus MidCap Index 0% 1 60 0 0.51% 12.75%
Average Expense Ratio: 0.79%
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
RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN
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 1.6% 8.0% 0.4% 9.2% 6.2% 7.7%

Sign up or Login first to get rebalance emails for this portfolio

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 plan consists of 43 funds. It covers 3 major asset classes and 32 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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.