MyPlanIQ 401k Investor Air Methods Corporation 401(k) Plan

Air Methods Corporation 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Mkts A Mutual Fund
REAL ESTATE
REAL ESTATE CSRSX Cohen Steers Rlty Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund Guaranteed Interest Account
Intermediate-Term Bond FBIDX Fidelity US Bd Index
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Mkts A Mutual Fund
REAL ESTATE
REAL ESTATE CSRSX Cohen Steers Rlty Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Moderate Allocation OAKBX Oakmark Equity and Income I Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
ROOT CASH Fidelity Ret Govt MM Fund Cash Cash Equivalent
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund Guaranteed Interest Account
Intermediate-Term Bond FBIDX Fidelity US Bd Index
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra
MID-CAP VALUE ARTQX Artisan Mid Cap Val Mutual Fund
SMALL VALUE NOSGX Northern SM Cap Val Mutual Fund
LARGE BLEND FUSEX Spartan US Equity Index
LARGE BLEND EAERX Eaton LG Cap Value A Mutual Fund
LARGE BLEND SRVEX Victory Divers Stk A Mutual Fund
MID-CAP BLEND FLSCX Fidelity Leveraged Co Stk
SMALL BLEND RSPFX RS Partners A
Small Growth RVPCX Royce Value Plus Ser
Mid-Cap Growth RIMSX Rainer Small/Mid Cap
Total Available Funds: 30
  • 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 GBEMX RS Emerging Mkts A Mutual Fund 63% 3 60 0 1.34% 2.74%
REAL ESTATE
REAL ESTATE CSRSX Cohen Steers Rlty Mutual Fund 76% 3 60 0 0.88% 2.09%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Mutual Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Moderate Allocation OAKBX Oakmark Equity and Income I Mutual Fund 91% 3 60 0 0.83% 2.3%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity Ret Govt MM Fund Cash Cash Equivalent 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 3.24%
SHORT GOVERNMENT STABLEVALUE Fidelity Stable Value Fund Guaranteed Interest Account 16% 3 60 0 NA 27.03%
Intermediate-Term Bond FBIDX Fidelity US Bd Index 0% 3 60 0 0.13% 2.67%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contra 96% 3 60 0 0.55% 4.32%
MID-CAP VALUE ARTQX Artisan Mid Cap Val Mutual Fund 91% 3 60 0 1.05% 17.63%
SMALL VALUE NOSGX Northern SM Cap Val Mutual Fund 89% 3 60 0 1% 1.46%
LARGE BLEND FUSEX Spartan US Equity Index 79% 3 60 0 0.09% 1.79%
LARGE BLEND EAERX Eaton LG Cap Value A Mutual Fund 54% 3 60 0 1.73% 11.87%
LARGE BLEND SRVEX Victory Divers Stk A Mutual Fund 51% 3 60 0 0.78% 10.64%
MID-CAP BLEND FLSCX Fidelity Leveraged Co Stk 48% 3 60 0 0.66% 12.18%
SMALL BLEND RSPFX RS Partners A 40% 3 60 0 1.12% 5.35%
Small Growth RVPCX Royce Value Plus Ser 0% 3 60 0 1.24% 0%
Mid-Cap Growth RIMSX Rainer Small/Mid Cap 0% 3 60 0 1.26% 12.88%
Average Expense Ratio: 0.75%
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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:AIRM)
The plan consists of 30 funds. It covers 5 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, REITs and Emerging Market Equity.
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