MyPlanIQ 401k Investor REHABCARE GROUP INC. 401K EMPLOYEE SAVINGS PLAN

REHABCARE GROUP INC. 401K EMPLOYEE SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Overseas
Foreign Large Blend TGVIX Thornburg International Value
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 Common Collective Tr
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 Common Collective Tr
Target Date 2016-2020 SWCRX Schwab Managed rtmt 2020 Common Collective Tr
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND NYVTX Davis NY Venture Fund A
MID-CAP VALUE JMVSX JPMorgan Mid Cap Value Select
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Value SGOIX First Eagle Overseas
Foreign Large Blend TGVIX Thornburg International Value
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 Common Collective Tr
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 Common Collective Tr
Target Date 2016-2020 SWCRX Schwab Managed rtmt 2020 Common Collective Tr
Target Date 2000-2010 SWBRX Schwab Managed rtmt 2010 Common Collective Tr
ROOT CASH Schwab Value Adv Fund Money market mutual fund
ROOT CASH Schwab Money Mkt Fund Money market mutual fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund
LARGE BLEND NYVTX Davis NY Venture Fund A
MID-CAP VALUE JMVSX JPMorgan Mid Cap Value Select
LARGE BLEND SWPPX Schwab S P 500
LARGE GROWTH RGAFX Growth Fund of Amer
Mid-Cap Growth ACRNX Columbia Acorn
Small Growth AASOX Alger Small Cap Growth
Total Available Funds: 16
  • 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 Small/Mid Value SGOIX First Eagle Overseas 96% 3 60 0 0.8% 2.5%
Foreign Large Blend TGVIX Thornburg International Value 94% 3 60 0 1.36% 0.4%
Others
Target Date 2026-2030 SWDRX Schwab Managed rtmt 2030 Common Collective Tr 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Managed rtmt 2040 Common Collective Tr 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Managed rtmt 2020 Common Collective Tr 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Managed rtmt 2010 Common Collective Tr 95% 3 60 0 0.26% 4.13%
ROOT CASH Schwab Value Adv Fund Money market mutual fund 0% 1 60 0 NA 4.14%
ROOT CASH Schwab Money Mkt Fund Money market mutual fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE SSHFX Sound Shore Fund 99% 3 60 0 0.94% 0.6%
LARGE BLEND NYVTX Davis NY Venture Fund A 92% 3 60 0 1.75% 8.07%
MID-CAP VALUE JMVSX JPMorgan Mid Cap Value Select 85% 3 60 0 1.14% 1.1%
LARGE BLEND SWPPX Schwab S P 500 79% 3 60 0 0.02% 1.34%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Mid-Cap Growth ACRNX Columbia Acorn 75% 3 60 0 1.83% 0%
Small Growth AASOX Alger Small Cap Growth 54% 3 60 0 1% 0%
Average Expense Ratio: 0.84%
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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*
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:RHB)
The plan consists of 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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