MyPlanIQ 401k Investor USMD Holdings, Inc.401(k) Plan

USMD Holdings, Inc.401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend MDITX MFS International Diversification R4
Others
Conservative Allocation PDRDX Principal Diversified Real Asset Inst
US EQUITY
MID-CAP VALUE VASVX Vanguard Selected Value Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
LARGE BLEND TIEIX TIAA-CREF Equity Index Instl
FIXED INCOME
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I
High Yield Bond TIHYX TIAA-CREF High-Yield Inst
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
INTERNATIONAL EQUITY
Foreign Large Blend MDITX MFS International Diversification R4
Others
Conservative Allocation PDRDX Principal Diversified Real Asset Inst
US EQUITY
MID-CAP VALUE VASVX Vanguard Selected Value Inv
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
LARGE BLEND TIEIX TIAA-CREF Equity Index Instl
Small Growth VEXRX Vanguard Explorer Adm
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
LARGE VALUE OIEJX JPMorgan Equity Income R6
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE GROWTH JRMCX INTECH U.S. Core I
FIXED INCOME
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I
High Yield Bond TIHYX TIAA-CREF High-Yield Inst
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Total Available Funds: 15
  • 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
REAL ESTATE
Global Real Estate PURZX Prudential Global Real Estate Z 91% 3 60 0 2.18% 2.32%
Emerging Market
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 43% 3 60 0 1.03% 2.94%
INTERNATIONAL EQUITY
Foreign Large Blend MDITX MFS International Diversification R4 92% 3 60 0 1.07% 2.38%
Others
Conservative Allocation PDRDX Principal Diversified Real Asset Inst 6% 3 60 0 0.84% 10.91%
US EQUITY
MID-CAP VALUE VASVX Vanguard Selected Value Inv 84% 3 60 0 0.43% 1.58%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 3 60 0 0.37% 0.36%
LARGE BLEND TIEIX TIAA-CREF Equity Index Instl 80% 3 60 0 0.15% 1.38%
Small Growth VEXRX Vanguard Explorer Adm 76% 3 60 0 0.34% 0.59%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 3 60 0 0.07% 2.12%
LARGE VALUE OIEJX JPMorgan Equity Income R6 2% 3 60 0 0.95% 3.08%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
LARGE GROWTH JRMCX INTECH U.S. Core I 0% 3 60 0 0.73% 0%
FIXED INCOME
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I 85% 3 60 0 0.61% 3.08%
High Yield Bond TIHYX TIAA-CREF High-Yield Inst 68% 3 60 0 0% 5.6%
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 8% 3 60 0 0.52% 4.21%
Average Expense Ratio: 0.63%
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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 0.9% 9.0% 0.8% 5.3% 5.1% 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(Ticker:)
The plan consists of 15 funds. It covers 5 major asset classes and 15 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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