MyPlanIQ 401k Investor Hill Rom Inc. Savings Plan

Hill Rom Inc. Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FDIKX Fidelity Diversified International K
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Multisector Bond NEFZX Loomis Sayles Strategic Income A
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Small Growth RYVPX Royce Value Plus Svc
LARGE GROWTH FCNTX Fidelity Contrafund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FDIKX Fidelity Diversified International K
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Multisector Bond NEFZX Loomis Sayles Strategic Income A
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
Small Growth RYVPX Royce Value Plus Svc
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE JMIVX Perkins Mid Cap Value L
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
LARGE GROWTH FMAGX Fidelity Magellan
Mid-Cap Growth ACRNX Columbia Acorn Z
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
Total Available Funds: 14
  • 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
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 4.36%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 4.47%
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 2.75%
Multisector Bond NEFZX Loomis Sayles Strategic Income A 53% 3 60 0 0.94% 5.81%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 9.7%
Small Growth RYVPX Royce Value Plus Svc 97% 3 60 0 1.24% 0%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
MID-CAP VALUE JMIVX Perkins Mid Cap Value L 89% 3 60 0 0.5% 9.45%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y 82% 3 60 0 1.57% 4.94%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 12.28%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
Mid-Cap Growth MGOAX Munder Mid-Cap Core Growth A 39% 3 60 0 1.57% 6.77%
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.97%
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Related Retirement Plans
HILL-ROM, INC. SAVINGS PLAN
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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