MyPlanIQ 401k Investor Webmd 401K Savings Plan

Webmd 401K Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
World Allocation MALOX BlackRock Global Allocation Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond GSHAX Goldman Sachs High Yield A
US EQUITY
LARGE BLEND OAKLX Oakmark Select I
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH JDCAX Janus Forty A
Total Available Funds: 13
Asset Class Ticker Description Rating
Others
Moderate Allocation OAKBX Oakmark Equity & Income I
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
World Allocation MALOX BlackRock Global Allocation Instl
World Allocation MDLOX BlackRock Global Allocation Inv A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond GSHAX Goldman Sachs High Yield A
US EQUITY
LARGE BLEND OAKLX Oakmark Select I
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A
LARGE GROWTH JDCAX Janus Forty A
Mid-Cap Growth BGRFX Baron Growth Retail
Mid-Cap Growth BARAX Baron Asset Retail
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
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
Others
Moderate Allocation OAKBX Oakmark Equity & Income I 99% 3 60 0 0.83% 2.3%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 79% 3 60 0 0.66% 3.25%
World Allocation MALOX BlackRock Global Allocation Instl 56% 3 60 0 0.84% 0.44%
World Allocation MDLOX BlackRock Global Allocation Inv A 45% 3 60 0 0.84% 0.2%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 76% 3 60 0 0.83% 3.98%
High Yield Bond GSHAX Goldman Sachs High Yield A 21% 3 60 0 0.7% 5.74%
US EQUITY
LARGE BLEND OAKLX Oakmark Select I 53% 3 60 0 0.98% 0.51%
LARGE VALUE EHSTX Eaton Vance Large-Cap Value A 52% 3 60 0 1.27% 2.98%
LARGE GROWTH JDCAX Janus Forty A 51% 3 60 0 1.64% 8.73%
Mid-Cap Growth BGRFX Baron Growth Retail 31% 3 60 0 1.3% 1.84%
Mid-Cap Growth BARAX Baron Asset Retail 26% 3 60 0 1.33% 3.55%
SMALL VALUE GSSMX Goldman Sachs Small Cap Value A 20% 3 60 0 1.23% 3.76%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.96%
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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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