MyPlanIQ 401k Investor Houston Methodist 403B Plan

Houston Methodist 403B Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSGGX Fidelity Glb ex US Idx AdvtgInst
Others
Target Date 2021-2025 VTTVX VANGUARD 2025
Target Date 2041-2045 VTIVX VANGUARD 2045
Retirement Income VTINX VANGUARD RETIREMENT INCOME INV
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond FXNAX Fidelity US Bond Idx Advtg Instl
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND DCCIX Delaware Small Cap Core I
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend FSGGX Fidelity Glb ex US Idx AdvtgInst
Others
Target Date 2021-2025 VTTVX VANGUARD 2025
Target Date 2041-2045 VTIVX VANGUARD 2045
Retirement Income VTINX VANGUARD RETIREMENT INCOME INV
Target Date 2031-2035 VTTHX VANGUARD 2035
Target Date 2051 VFFVX VANGUARD 2055
Target Date 2046-2050 VFIFX VANGUARD 2050
Target Date 2051 VTTSX VANGUARD 2060
Target Date 2036-2040 VFORX VANGUARD 2040
Target Date 2026-2030 VTHRX VANGUARD 2030
Target Date 2016-2020 VTWNX VANGUARD 2020
ROOT CASH CASH-Money Market
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond FXNAX Fidelity US Bond Idx Advtg Instl
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND DCCIX Delaware Small Cap Core I
MID-CAP BLEND FSMAX Fidelity Extnd Mkt Idx AdvtgInst
LARGE BLEND FXAIX Fidelity 500 Index Advtg Instl
Total Available Funds: 20
  • 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 Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 4.03%
Foreign Large Blend FSGGX Fidelity Glb ex US Idx AdvtgInst 28% 1 60 0 0.05% 0%
Others
Target Date 2021-2025 VTTVX VANGUARD 2025 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VANGUARD 2045 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX VANGUARD RETIREMENT INCOME INV 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VANGUARD 2035 96% 1 60 0 0.08% 2.34%
Target Date 2051 VFFVX VANGUARD 2055 80% 1 60 0 0.08% 1.85%
Target Date 2046-2050 VFIFX VANGUARD 2050 75% 1 60 0 0.08% 2.02%
Target Date 2051 VTTSX VANGUARD 2060 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX VANGUARD 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VANGUARD 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VANGUARD 2020 66% 1 60 0 0.08% 4.48%
ROOT CASH CASH-Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 1 60 0 0.33% 3.91%
Intermediate-Term Bond FXNAX Fidelity US Bond Idx Advtg Instl 31% 1 60 0 0.03% 2.4%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 1 60 0 0.55% 4.32%
LARGE VALUE DODGX Dodge & Cox Stock 93% 1 60 0 0.52% 4.95%
SMALL BLEND DCCIX Delaware Small Cap Core I 76% 1 60 0 0.69% 0%
MID-CAP BLEND FSMAX Fidelity Extnd Mkt Idx AdvtgInst 69% 1 60 0 0.03% 1.13%
LARGE BLEND FXAIX Fidelity 500 Index Advtg Instl 4% 1 60 0 0.02% 1.04%
Average Expense Ratio: 0.21%
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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 4.1% 15.9% 4.8% 8.9% 7.1% 8.5%

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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 for Portfolio Details or Follow 2.0% 9.9% -0.2% 6.9% 5.6% 7.2%

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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 20 funds, some of them are: RERGX, DCCIX, DODIX, DODGX, FXAIX, FSMAX.


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