MyPlanIQ 401k Investor Lima Memorial Health System 401K

Lima Memorial Health System 401K

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX CSRIX
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TSWIX
Foreign Large Blend RERGX RERGX
Foreign Large Blend VFWAX VFWAX
Others
Moderate Allocation VWENX VWENX
EQUITY FSMLX FSMLX
EQUITY HNACX HNACX
FIXED INCOME
Inflation-Protected Bond VAIPX VAIPX
Intermediate-Term Bond DODIX DODIX
Intermediate-Term Bond FXNAX FXNAX
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CSRIX CSRIX
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TSWIX
Foreign Large Blend RERGX RERGX
Foreign Large Blend VFWAX VFWAX
Others
Moderate Allocation VWENX VWENX
EQUITY FSMLX FSMLX
EQUITY HNACX HNACX
FIXED INCOME
Inflation-Protected Bond VAIPX VAIPX
Intermediate-Term Bond DODIX DODIX
Intermediate-Term Bond FXNAX FXNAX
US EQUITY
LARGE VALUE DODGX DODGX
SMALL VALUE DFFVX DFFVX
MID-CAP BLEND FSMDX FSMDX
LARGE BLEND FXAIX FXAIX
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
REAL ESTATE CSRIX CSRIX 79% 3 60 0 0.75% 3.1%
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TSWIX 91% 3 60 0 1.24% 0.91%
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 4.03%
Foreign Large Blend VFWAX VFWAX 28% 3 60 0 0.08% 3.37%
Others
Moderate Allocation VWENX VWENX 90% 3 60 0 0.17% 12.42%
EQUITY FSMLX FSMLX 81% 3 60 0 1.78% 0%
EQUITY HNACX HNACX 75% 3 60 0 0.67% 0%
FIXED INCOME
Inflation-Protected Bond VAIPX VAIPX 91% 3 60 0 0.07% 4.34%
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 3.91%
Intermediate-Term Bond FXNAX FXNAX 31% 3 60 0 0.03% 2.4%
US EQUITY
LARGE VALUE DODGX DODGX 93% 3 60 0 0.52% 4.95%
SMALL VALUE DFFVX DFFVX 79% 3 60 0 0.29% 1.43%
MID-CAP BLEND FSMDX FSMDX 4% 3 60 0 0.03% 0.3%
LARGE BLEND FXAIX FXAIX 4% 3 60 0 0.02% 1.04%
Average Expense Ratio: 0.49%
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Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
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5Yr
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10Yr
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15Yr
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
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3Yr
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10Yr
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15Yr
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Click for Portfolio Details or Follow 3.1% 15.5% 2.8% 6.9% 6.3% 8.8%

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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
This plan consists of 15 funds, some of them are: DODGX, FXAIX, HNACX, FSMDX, DFFVX, FSMLX.


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