MyPlanIQ AMEDISYS HOLDING LLC 401K PLAN

AMEDISYS HOLDING LLC 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Value MGIAX MFS Series Trust X: MFS International Value Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
World Allocation MDLOX BlackRock Global Allocation Fund
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Institutional Shares
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
Intermediate Government ABTAX American Century Government Income Trust: Government Bond Fund; Class A Shares
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Value MGIAX MFS Series Trust X: MFS International Value Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
World Allocation MDLOX BlackRock Global Allocation Fund
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Institutional Shares
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares
Intermediate Government ABTAX American Century Government Income Trust: Government Bond Fund; Class A Shares
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE GROWTH MAFGX BlackRock Capital Appreciation Fund
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE BLEND DNVYX Davis New York Venture Fund
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH MDFGX BlackRock Capital Appreciation Fund
LARGE VALUE MDBAX BlackRock Basic Value Fund
Small Growth CGICX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor C Shares
Total Available Funds: 18
  • 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 RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 3.91%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.58%
Foreign Large Value MGIAX MFS Series Trust X: MFS International Value Fund; Class A Shares 52% 3 60 0 0.61% 11.12%
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 3.14%
World Allocation MDLOX BlackRock Global Allocation Fund 74% 3 60 0 0.84% 1.21%
FIXED INCOME
Inflation-Protected Bond BPRIX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Institutional Shares 96% 3 60 0 0.81% 3.49%
Intermediate Government CPTNX American Century Government Income Trust: Government Bond Fund; Investor Class Shares 94% 3 60 0 0.36% 3.75%
Intermediate Government ABTAX American Century Government Income Trust: Government Bond Fund; Class A Shares 53% 3 60 0 0.36% 3.51%
US EQUITY
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares 93% 3 60 0 1% 0.28%
SMALL VALUE PSVIX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares 93% 3 60 0 0.91% 10.25%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.91%
LARGE GROWTH MAFGX BlackRock Capital Appreciation Fund 83% 3 60 0 1.33% 3.99%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
LARGE BLEND DNVYX Davis New York Venture Fund 69% 3 60 0 1.75% 8.88%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 12.7%
LARGE GROWTH MDFGX BlackRock Capital Appreciation Fund 50% 3 60 0 1.33% 4.3%
LARGE VALUE MDBAX BlackRock Basic Value Fund 48% 3 60 0 0.54% 5.15%
Small Growth CGICX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor C Shares 0% 3 60 0 1.5% 0%
Average Expense Ratio: 1.02%
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Related Retirement Plans
AMEDISYS HOLDING, LLC 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

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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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