MyPlanIQ 401k Investor Health E Systems DBA Healthesystems 401(k) Profit Sharing

Health E Systems DBA Healthesystems 401(k) Profit Sharing

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
REAL ESTATE
REAL ESTATE SUSIX JPMorgan US Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen Intl Equity A
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income A
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 A
FIXED INCOME
WORLD BOND ANAGX AllianceBern Global Bond A
Intermediate-Term Bond PGBOX JPMorgan Core Bond A
High Yield Bond OHYAX JPMorgan High Yield A
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
REAL ESTATE
REAL ESTATE SUSIX JPMorgan US Real Estate A
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen Intl Equity A
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income A
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 A
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 A
Target Date 2046-2050 JTSAX JPMorgan SmartRetirement 2050 A
World Allocation MDLOX BlackRock Global Allocation Inv A
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 A
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 A
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 A
FIXED INCOME
WORLD BOND ANAGX AllianceBern Global Bond A
Intermediate-Term Bond PGBOX JPMorgan Core Bond A
High Yield Bond OHYAX JPMorgan High Yield A
Inflation-Protected Bond AIAVX American Century Infl Adj Bond A
Multisector Bond PSRAX Pioneer Strategic Income A
US EQUITY
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A
MID-CAP VALUE VETAX Victory Established Value A
LARGE GROWTH MLRTX MainStay Large Cap Growth R2
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth A
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
Mid-Cap Growth ATHAX American Century Heritage A
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A
LARGE BLEND VADAX Invesco Equally-Wtd S&P 500 A
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus A
SMALL VALUE KDSAX DWS Dreman Small Cap Value A
LARGE BLEND MPRRX MainStay MAP R2
Total Available Funds: 31
  • 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 ODMAX Oppenheimer Developing Markets A 19% 3 60 0 0.84% 0.54%
REAL ESTATE
REAL ESTATE SUSIX JPMorgan US Real Estate A 14% 3 60 0 1.19% 14.83%
INTERNATIONAL EQUITY
Foreign Large Blend GIGAX Aberdeen Intl Equity A 1% 3 60 0 1.1% 1.33%
Others
Retirement Income JSRAX JPMorgan SmartRetirement Income A 70% 3 60 0 0.86% 2.35%
Target Date 2031-2035 SRJAX JPMorgan SmartRetirement 2035 A 56% 3 60 0 0.51% 1.54%
Target Date 2041-2045 JSAAX JPMorgan SmartRetirement 2045 A 53% 3 60 0 0.67% 1.2%
Target Date 2036-2040 SMTAX JPMorgan SmartRetirement 2040 A 51% 3 60 0 0.67% 1.41%
Target Date 2046-2050 JTSAX JPMorgan SmartRetirement 2050 A 51% 3 60 0 0.67% 1.27%
World Allocation MDLOX BlackRock Global Allocation Inv A 45% 3 60 0 0.84% 0.2%
Target Date 2026-2030 JSMAX JPMorgan SmartRetirement 2030 A 44% 3 60 0 0.64% 1.85%
EQUITY PRECIOUS METALS OPGSX Oppenheimer Gold & Special Minerals A 31% 3 60 0 1.31% 0%
Target Date 2021-2025 JNSAX JPMorgan SmartRetirement 2025 A 27% 3 60 0 0.63% 2.11%
Target Date 2016-2020 JTTAX JPMorgan SmartRetirement 2020 A 18% 3 60 0 0.62% 2.52%
Target Date 2000-2010 JSWAX JPMorgan SmartRetirement 2010 A 0% 3 60 0 0.86% 2.43%
Target Date 2011-2015 JSFAX JPMorgan SmartRetirement 2015 A 0% 3 60 0 0.91% 0.65%
FIXED INCOME
WORLD BOND ANAGX AllianceBern Global Bond A 61% 3 60 0 0.55% 3.23%
Intermediate-Term Bond PGBOX JPMorgan Core Bond A 55% 3 60 0 1.1% 3.19%
High Yield Bond OHYAX JPMorgan High Yield A 40% 3 60 0 0.75% 6.22%
Inflation-Protected Bond AIAVX American Century Infl Adj Bond A 34% 3 60 0 0.21% 6%
Multisector Bond PSRAX Pioneer Strategic Income A 32% 3 60 0 0.59% 3.46%
US EQUITY
SMALL VALUE VSCAX Invesco Van Kampen SmallCapValue A 100% 3 60 0 0.87% 0%
MID-CAP VALUE VETAX Victory Established Value A 86% 3 60 0 1.65% 5.83%
LARGE GROWTH MLRTX MainStay Large Cap Growth R2 73% 3 60 0 1.33% 0%
Small Growth ORIGX Pioneer Oak Ridge Small Cap Growth A 68% 3 60 0 1.6% 64.63%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 55% 3 60 0 1.68% 0%
Mid-Cap Growth ATHAX American Century Heritage A 53% 3 60 0 0.01% 0%
LARGE VALUE MDDVX BlackRock Equity Dividend Inv A 31% 3 60 0 1% 7.02%
LARGE BLEND VADAX Invesco Equally-Wtd S&P 500 A 21% 3 60 0 0.78% 0%
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus A 0% 3 60 0 1.2% 0.04%
SMALL VALUE KDSAX DWS Dreman Small Cap Value A 0% 3 60 0 1.3% 10.73%
LARGE BLEND MPRRX MainStay MAP R2 0% 3 60 0 1.26% 1.33%
Average Expense Ratio: 0.91%
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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*
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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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