MyPlanIQ 401k Investor Galen Health Institutes 401k Plan

Galen Health Institutes 401k Plan

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery Fund – R,TEDRX
Foreign Large Value MINFX MFS International Value R2,,,MINFX
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv,PARDX
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv,PARCX
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv,PARBX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl,,,PTTRX
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select,JVASX
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A,PEEAX
Small Growth HRSCX Eagle Small Cap Growth A,,,HRSCX
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery Fund – R,TEDRX
Foreign Large Value MINFX MFS International Value R2,,,MINFX
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv,PARDX
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv,PARCX
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv,PARBX
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv,PARFX
Retirement Income PARIX T. Rowe Price Retirement Income Adv,PARIX
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv,PAROX
Moderate Allocation JDBRX Janus Balanced Fund R,,,JDBRX
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv,PARHX
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv,PARLX
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv,PARJX
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv,PARKX
Moderate Allocation CGNRX Calamos Growth & Income R,,CGNRX
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl,,,PTTRX
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select,JVASX
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A,PEEAX
Small Growth HRSCX Eagle Small Cap Growth A,,,HRSCX
SMALL BLEND MXISX Great-West S&P 500 Index Fund I, MXVIX
MID-CAP BLEND LVORX Lord Abbett Value Opportunities R3,LVORX
LARGE VALUE PGIYX Putnam Stable Value Fund
LARGE VALUE FEISX Nuveen Dividend Value R3,,,FEISX
Total Available Funds: 23
  • 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
WORLD STOCK TEDRX Mutual Global Discovery Fund – R,TEDRX 57% 3 60 0 1.45% 1.55%
Foreign Large Value MINFX MFS International Value R2,,,MINFX 18% 3 60 0 0.61% 0%
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv,PARDX 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv,PARCX 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv,PARBX 62% 3 60 0 0.78% 11.7%
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv,PARFX 53% 3 60 0 0.63% 6.43%
Retirement Income PARIX T. Rowe Price Retirement Income Adv,PARIX 45% 3 60 0 0.49% 9.3%
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv,PAROX 21% 3 60 0 1.14% 5.72%
Moderate Allocation JDBRX Janus Balanced Fund R,,,JDBRX 12% 3 60 0 0.7% 2.54%
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv,PARHX 11% 3 60 0 0.76% 10.9%
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv,PARLX 10% 3 60 0 1.12% 6.43%
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv,PARJX 9% 3 60 0 1.05% 11.04%
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv,PARKX 8% 3 60 0 0.84% 8.13%
Moderate Allocation CGNRX Calamos Growth & Income R,,CGNRX 0% 3 60 0 1.33% 5.99%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl,,,PTTRX 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 1 60 0 NA 27.03%
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select,JVASX 89% 3 60 0 1.04% 1.48%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A,PEEAX 55% 3 60 0 1.08% 4.35%
Small Growth HRSCX Eagle Small Cap Growth A,,,HRSCX 44% 3 60 0 0.71% 34.88%
SMALL BLEND MXISX Great-West S&P 500 Index Fund I, MXVIX 21% 3 60 0 0.56% 5.39%
MID-CAP BLEND LVORX Lord Abbett Value Opportunities R3,LVORX 9% 3 60 0 1.01% 1.42%
LARGE VALUE PGIYX Putnam Stable Value Fund 0% 3 60 0 0.85% 0%
LARGE VALUE FEISX Nuveen Dividend Value R3,,,FEISX 0% 3 60 0 1.22% 1.11%
Average Expense Ratio: 0.9%
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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 1.3% 16.9% 6.4% 7.8% 5.5% 7.3%

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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 23 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Employer:  Galen Health Institutes (Louisville KY, San Antonio TX, Tampa FL, Cincinnati OH)
Great-West Financial


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