MyPlanIQ 401k Investor UNIVERSAL AMERICAN CORP. 401(k) SAVINGS PLAN

UNIVERSAL AMERICAN CORP. 401(k) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX First American Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
FOREIGN SMALL/MID GROWTH FIXIX Fidelity Small Cap Fund
WORLD STOCK SMCWX American Funds Small Cap Fund
Others
Moderate Allocation JBALX Janus Adviser Balanced S
Conservative Allocation ICLAX TA IDEX Asset Allocation Conservative Portfolio
Moderate Allocation IMOAX TA IDEX Asset Allocation Moderate Portfolio
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Adv Government Securities Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FREAX First American Real Estate Fund
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund
FOREIGN SMALL/MID GROWTH FIXIX Fidelity Small Cap Fund
WORLD STOCK SMCWX American Funds Small Cap Fund
Others
Moderate Allocation JBALX Janus Adviser Balanced S
Conservative Allocation ICLAX TA IDEX Asset Allocation Conservative Portfolio
Moderate Allocation IMOAX TA IDEX Asset Allocation Moderate Portfolio
Natural Resources PGNAX Jennison Natural Resources A
Moderate Allocation IMLLX TA IDEX Asset Allocation Moderate Growth Portfolio
ROOT TPVIX Transamerica Diversified Equity Fund
Financial MDFNX BlackRock Global Financial Svcs Inv A
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Adv Government Securities Fund
Multisector Bond LSBDX Loomis Sayles Bond Fund
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond Fund
US EQUITY
SMALL BLEND RVT Royce Value Fund
MID-CAP BLEND RPFIX Royce Premier Financial Fund
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund
LARGE GROWTH RGAFX American Funds-Growth Fund of Amer
Mid-Cap Growth THGRX Thornburg Core Growth Fund
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund
LARGE GROWTH FDTIX Diversified Stock Index Fund
LARGE GROWTH JDCAX Janus Forty Fund
LARGE BLEND IAAAX TA IDEX Asset Allocation Growth Portfolio
LARGE BLEND RFNCX American Funds Fundamental Invs R3
SMALL VALUE FRMCX Franklin Micro Cap Value Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund
LARGE BLEND PNIEX Black Rock Equity Fund
Total Available Funds: 28
  • 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
REAL ESTATE
REAL ESTATE FREAX First American Real Estate Fund 54% 3 60 0 0.97% 8.3%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 99% 3 60 0 0.39% 2.76%
FOREIGN SMALL/MID GROWTH FIXIX Fidelity Small Cap Fund 83% 3 60 0 1.16% 1.88%
WORLD STOCK SMCWX American Funds Small Cap Fund 63% 3 60 0 0.66% 0%
Others
Moderate Allocation JBALX Janus Adviser Balanced S 92% 3 60 0 0.7% 3.29%
Conservative Allocation ICLAX TA IDEX Asset Allocation Conservative Portfolio 58% 3 60 0 0.95% 2.11%
Moderate Allocation IMOAX TA IDEX Asset Allocation Moderate Portfolio 57% 3 60 0 0.98% 1.39%
Natural Resources PGNAX Jennison Natural Resources A 49% 3 60 0 0.9% 1.95%
Moderate Allocation IMLLX TA IDEX Asset Allocation Moderate Growth Portfolio 46% 3 60 0 1.93% 2.26%
ROOT TPVIX Transamerica Diversified Equity Fund 44% 3 60 0 2.17% 4.19%
Financial MDFNX BlackRock Global Financial Svcs Inv A 0% 3 60 0 NA NA
FIXED INCOME
Intermediate Government SGVIX Wells Fargo Adv Government Securities Fund 87% 3 60 0 0.84% 3.28%
Multisector Bond LSBDX Loomis Sayles Bond Fund 82% 3 60 0 0.6% 5.33%
Intermediate-Term Bond LIGRX Loomis Sayles Investment Grade Bond Fund 53% 3 60 0 0.74% 3.9%
US EQUITY
SMALL BLEND RVT Royce Value Fund 100% 3 60 0 NA 5.56%
MID-CAP BLEND RPFIX Royce Premier Financial Fund 96% 3 60 0 2.24% 7.07%
Mid-Cap Growth GGOIX Goldman Sachs Growth Opportunities Fund 90% 3 60 0 1.41% 0%
MID-CAP VALUE NAMAX Columbia Mid Cap Value Fund 76% 3 60 0 1.13% 1.47%
LARGE GROWTH RGAFX American Funds-Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth THGRX Thornburg Core Growth Fund 74% 3 60 0 1.36% 0%
Mid-Cap Growth FMCCX Fidelity Advisor Mid Cap Fund 71% 3 60 0 1.22% 0.76%
LARGE GROWTH FDTIX Diversified Stock Index Fund 67% 3 60 0 1.12% 0%
LARGE GROWTH JDCAX Janus Forty Fund 63% 3 60 0 1.64% 8.73%
LARGE BLEND IAAAX TA IDEX Asset Allocation Growth Portfolio 54% 3 60 0 1.06% 7.4%
LARGE BLEND RFNCX American Funds Fundamental Invs R3 51% 3 60 0 0.28% 1.42%
SMALL VALUE FRMCX Franklin Micro Cap Value Fund 49% 3 60 0 0.99% 0.29%
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund 0% 3 60 0 1.28% 0%
LARGE BLEND PNIEX Black Rock Equity Fund 0% 3 60 0 0.18% 0%
Average Expense Ratio: 1.06%
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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 0.5% 8.5% -0.8% 4.1% 4.4% 7.0%

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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(Ticker:UAM)
The plan consists of 28 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.
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