MyPlanIQ 401k Investor TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN

TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
REAL ESTATE PHRIX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class I Shares
INTERNATIONAL EQUITY
WORLD STOCK TGADX Templeton Growth Fund, Inc; Advisor Class Shares
Foreign Large Blend FSPNX SPTN INTL INDEX INS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE VIVIX Vanguard Index Funds: Vanguard Value Index Fund; Institutional Shares
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
REAL ESTATE PHRIX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class I Shares
INTERNATIONAL EQUITY
WORLD STOCK TGADX Templeton Growth Fund, Inc; Advisor Class Shares
Foreign Large Blend FSPNX SPTN INTL INDEX INS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
SMALL BLEND VSCIX VANG SM CAP IDX INST
LARGE VALUE VIVIX Vanguard Index Funds: Vanguard Value Index Fund; Institutional Shares
LARGE BLEND VINIX VANGUARD INST INDEX
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
LARGE BLEND VIDSX Victory Institutional Funds: Institutional Diversified Stock Fund
Total Available Funds: 13
  • 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 VGSNX VANG REIT IDX INST 80% 3 60 0 0.12% 4.1%
REAL ESTATE PHRIX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class I Shares 58% 3 60 0 2.05% 10.83%
INTERNATIONAL EQUITY
WORLD STOCK TGADX Templeton Growth Fund, Inc; Advisor Class Shares 81% 3 60 0 0.79% 1.23%
Foreign Large Blend FSPNX SPTN INTL INDEX INS 0% 3 60 0 0.05% 2.63%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares 94% 3 60 0 0.15% 3.27%
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares 99% 3 60 0 0.03% 1.4%
SMALL BLEND VSCIX VANG SM CAP IDX INST 80% 3 60 0 0.05% 1.55%
LARGE VALUE VIVIX Vanguard Index Funds: Vanguard Value Index Fund; Institutional Shares 79% 3 60 0 0.04% 2.48%
LARGE BLEND VINIX VANGUARD INST INDEX 78% 3 60 0 0.02% 1.36%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 71% 3 60 0 0.04% 1.5%
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares 40% 3 60 0 1.3% 1.84%
LARGE BLEND VIDSX Victory Institutional Funds: Institutional Diversified Stock Fund 0% 3 60 0 0.61% 42.6%
Average Expense Ratio: 0.47%
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Related Retirement Plans
TENET HEALTHCARE CORPORATION 401(K) RETIREMENT SAVINGS 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 -0.2% 8.5% 2.8% 6.4% 4.3% 7.6%

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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 13 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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