MyPlanIQ FLETCHER ALLEN HEALTH CARE 403(B) PLAN

FLETCHER ALLEN HEALTH CARE 403(B) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Aggressive Allocation GAIOX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class A Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
Conservative Allocation INPAX American Funds Portfolio Series: American Funds Income Portfolio; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH TIRTX TIAA-CREF Funds: Large-Cap Growth Fund; Retail Class Shares
LARGE BLEND TICRX TIAA-CREF Funds: Social Choice Equity Fund; Retail Class Shares
FIXED INCOME
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund
Intermediate-Term Bond TIBDX TIAA-CREF Funds: Bond Fund; Institutional Class Shares
Inflation-Protected Bond TIILX TIAA-CREF Funds: Inflation-Linked Bond Fund; Institutional Class Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Aggressive Allocation GAIOX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class A Shares
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares
Conservative Allocation INPAX American Funds Portfolio Series: American Funds Income Portfolio; Class A Shares
Aggressive Allocation GWPAX American Funds Portfolio Series: American Funds Growth Portfolio; Class A Shares
Conservative Allocation TAIAX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class A Shares
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH TIRTX TIAA-CREF Funds: Large-Cap Growth Fund; Retail Class Shares
LARGE BLEND TICRX TIAA-CREF Funds: Social Choice Equity Fund; Retail Class Shares
LARGE BLEND TIQRX TIAA-CREF Funds: Equity Index Fund; Retirement Class Shares
LARGE GROWTH PGGAX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class A Shares
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE VALUE PPVAX American Funds Portfolio Series: American Funds Preservation Portfolio; Class A Shares
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares
FIXED INCOME
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund
Intermediate-Term Bond TIBDX TIAA-CREF Funds: Bond Fund; Institutional Class Shares
Inflation-Protected Bond TIILX TIAA-CREF Funds: Inflation-Linked Bond Fund; Institutional Class Shares
Intermediate Government AMUSX American Funds Income Series: US Government Securities Fund; Class A Shares
Muni National Interm TEPAX American Funds Portfolio Series: American Funds Tax-Exempt Preservation Portfolio; Class A Series
Total Available Funds: 19
  • 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
Others
Aggressive Allocation GAIOX American Funds Portfolio Series: American Funds Growth & Income Portfolio; Class A Shares 10% 3 60 0 0.4% 5.7%
Moderate Allocation BLPAX American Funds Portfolio Series: American Funds Balanced Portfolio; Class A Shares 9% 3 60 0 0.58% 5.41%
Conservative Allocation INPAX American Funds Portfolio Series: American Funds Income Portfolio; Class A Shares 8% 3 60 0 1.39% 5.06%
Aggressive Allocation GWPAX American Funds Portfolio Series: American Funds Growth Portfolio; Class A Shares 7% 3 60 0 1.03% 7.84%
Conservative Allocation TAIAX American Funds Portfolio Series: American Funds Tax-Advantaged Income Portfolio; Class A Shares 5% 3 60 0 0.63% 4.21%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 4.32%
LARGE GROWTH TIRTX TIAA-CREF Funds: Large-Cap Growth Fund; Retail Class Shares 64% 3 60 0 0.48% 0%
LARGE BLEND TICRX TIAA-CREF Funds: Social Choice Equity Fund; Retail Class Shares 59% 3 60 0 0.27% 6.4%
LARGE BLEND TIQRX TIAA-CREF Funds: Equity Index Fund; Retirement Class Shares 59% 3 60 0 0.3% 1.23%
LARGE GROWTH PGGAX American Funds Portfolio Series: American Funds Global Growth Portfolio; Class A Shares 53% 3 60 0 0.58% 6.53%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 3.46%
LARGE VALUE PPVAX American Funds Portfolio Series: American Funds Preservation Portfolio; Class A Shares 35% 3 60 0 0.3% 3.37%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 1.69%
LARGE GROWTH FGRFX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class F Shares 0% 3 60 0 0.65% 2.75%
FIXED INCOME
Intermediate Government FGOVX Fidelity Income Fund: Fidelity Government Income Fund 91% 3 60 0 0.76% 1.87%
Intermediate-Term Bond TIBDX TIAA-CREF Funds: Bond Fund; Institutional Class Shares 90% 3 60 0 0.29% 4%
Inflation-Protected Bond TIILX TIAA-CREF Funds: Inflation-Linked Bond Fund; Institutional Class Shares 89% 3 60 0 0.4% 3.39%
Intermediate Government AMUSX American Funds Income Series: US Government Securities Fund; Class A Shares 44% 3 60 0 0.24% 3.38%
Muni National Interm TEPAX American Funds Portfolio Series: American Funds Tax-Exempt Preservation Portfolio; Class A Series 17% 3 60 0 1.27% 1.9%
Average Expense Ratio: 0.59%
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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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