MyPlanIQ 401k Investor HEALTH E SYSTEMS DBA HEALTHESYSTEMS 401K PROFIT SHARI

HEALTH E SYSTEMS DBA HEALTHESYSTEMS 401K PROFIT SHARI

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund - Class A
REAL ESTATE
REAL ESTATE SUSIX JPMorgan U.S. Real Estate Fund - Class A
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen International Equity Fund - Class A
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income Fund - Class A
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 Fund - Class A
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 Fund - Class A
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund - Class ADP85
WORLD BOND ANAGX AllianceBernstein Global Bond Fund - Class A
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund - Class A
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund - Class A
REAL ESTATE
REAL ESTATE SUSIX JPMorgan U.S. Real Estate Fund - Class A
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen International Equity Fund - Class A
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income Fund - Class A
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 Fund - Class A
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 Fund - Class A
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 Fund - Class A
Target Date 2046-2050 JTSAX JPMorgan SmartRetirement 2050 Fund - Class A
World Allocation MDLOX BlackRock Global Allocation Fund, Inc. - Investor A Class
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 Fund - Class A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund - Class A
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 Fund - Class A
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 Fund - Class A
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 Fund - Class A
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 Fund - Class A
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund - Class ADP85
WORLD BOND ANAGX AllianceBernstein Global Bond Fund - Class A
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund - Class A
High Yield Bond OHYAX JPMorgan High Yield Fund - Class A
Inflation-Protected Bond AIAVX American Century Inflation-Adjusted Bond Fund - Class A
Multisector Bond PSRAX Pioneer Strategic Income Fund - Class A
US EQUITY
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value Fund - Class A
MID-CAP VALUE VETAX Victory Established Value Fund - Class A
LARGE GROWTH MLRTX MainStay Large Cap Growth Fund - Class R2
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth Fund - Class A
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund - Class I
Mid-Cap Growth ATHAX American Century Heritage Fund - Class A
LARGE VALUE MDDVX BlackRock Equity Dividend Fund - Investor A Class
LARGE BLEND VADAX Invesco Equally-Weighted S&P 500 Fund - Class A
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus Fund - Class A
LARGE BLEND MPRRX MainStay MAP Fund - Class R2
SMALL VALUE KDSAX DWS Dreman Small Cap Value Fund - Class A
Total Available Funds: 32
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund - Class A 19% 1 60 0 0.84% 0.54%
REAL ESTATE
REAL ESTATE SUSIX JPMorgan U.S. Real Estate Fund - Class A 14% 1 60 0 1.19% 14.83%
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen International Equity Fund - Class A 1% 1 60 0 1.1% 1.33%
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income Fund - Class A 70% 1 60 0 0.86% 2.35%
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 Fund - Class A 56% 1 60 0 0.51% 1.54%
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 Fund - Class A 53% 1 60 0 0.67% 1.2%
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 Fund - Class A 51% 1 60 0 0.67% 1.41%
Target Date 2046-2050 JTSAX JPMorgan SmartRetirement 2050 Fund - Class A 51% 1 60 0 0.67% 1.27%
World Allocation MDLOX BlackRock Global Allocation Fund, Inc. - Investor A Class 45% 1 60 0 0.84% 0.2%
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 Fund - Class A 44% 1 60 0 0.64% 1.85%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals Fund - Class A 31% 1 60 0 1.31% 0%
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 Fund - Class A 27% 1 60 0 0.63% 2.11%
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 Fund - Class A 18% 1 60 0 0.62% 2.52%
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 Fund - Class A 0% 1 60 0 0.91% 0.65%
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 Fund - Class A 0% 1 60 0 0.86% 2.43%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Invesco Stable Asset Fund - Class ADP85 95% 1 60 0 NA 27.03%
WORLD BOND ANAGX AllianceBernstein Global Bond Fund - Class A 61% 1 60 0 0.55% 3.23%
Intermediate-Term Bond PGBOX JPMorgan Core Bond Fund - Class A 55% 1 60 0 1.1% 3.19%
High Yield Bond OHYAX JPMorgan High Yield Fund - Class A 40% 1 60 0 0.75% 6.22%
Inflation-Protected Bond AIAVX American Century Inflation-Adjusted Bond Fund - Class A 34% 1 60 0 0.21% 6%
Multisector Bond PSRAX Pioneer Strategic Income Fund - Class A 32% 1 60 0 0.59% 3.46%
US EQUITY
SMALL VALUE VSCAX Invesco Van Kampen Small Cap Value Fund - Class A 100% 1 60 0 0.87% 0%
MID-CAP VALUE VETAX Victory Established Value Fund - Class A 86% 1 60 0 1.65% 5.83%
LARGE GROWTH MLRTX MainStay Large Cap Growth Fund - Class R2 73% 1 60 0 1.33% 0%
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth Fund - Class A 68% 1 60 0 1.6% 64.63%
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund - Class I 55% 1 60 0 1.68% 0%
Mid-Cap Growth ATHAX American Century Heritage Fund - Class A 53% 1 60 0 0.01% 0%
LARGE VALUE MDDVX BlackRock Equity Dividend Fund - Investor A Class 31% 1 60 0 1% 7.02%
LARGE BLEND VADAX Invesco Equally-Weighted S&P 500 Fund - Class A 21% 1 60 0 0.78% 0%
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus Fund - Class A 0% 1 60 0 1.2% 0.04%
LARGE BLEND MPRRX MainStay MAP Fund - Class R2 0% 1 60 0 1.26% 1.33%
SMALL VALUE KDSAX DWS Dreman Small Cap Value Fund - Class A 0% 1 60 0 1.3% 10.73%
Average Expense Ratio: 0.91%
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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 7.9% 22.6% 5.5% 6.8% 4.6% 6.6%

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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 32 funds. It covers 5 major asset classes and 28 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs.


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