MyPlanIQ 401k Investor Cerner Corporation Foundations Retirement Plan

Cerner Corporation Foundations Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend JIEIX Artio International Equity I Mutual Fund
Foreign Large Blend ARTIX Artisan International Inv
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Mutual Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Mutual Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Mutual Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Capital Value Mutual Fund
SMALL VALUE ASVIX American Century Small Capital INV Mutual Fund
MID-CAP BLEND FSEMX Spartan Extnd Mkt Index Mutual Fund
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend JIEIX Artio International Equity I Mutual Fund
Foreign Large Blend ARTIX Artisan International Inv
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Mutual Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Mutual Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Mutual Fund
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Mutual Fund
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Mutual Fund
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Mutual Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 Mutual Fund
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Mutual Fund
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Mutual Fund
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Mutual Fund
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Mutual Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Mutual Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Large Capital Value Mutual Fund
SMALL VALUE ASVIX American Century Small Capital INV Mutual Fund
MID-CAP BLEND FSEMX Spartan Extnd Mkt Index Mutual Fund
LARGE GROWTH RGAFX AF Growth of Amer Mutual Fund
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE BLEND ITHIX Hartford Capital app Mutual Fund
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE BLEND FUSVX Spartan US EQ Index Mutual Fund
FIXED INCOME
Intermediate Government CPTNX American Century Gov t Bond Inv Mutual Fund
Intermediate-Term Bond LSIIX Loomis Investment Grade bond Mutual Fund
SHORT GOVERNMENT STABLEVALUE Cerner Stable Value Fund
Total Available Funds: 28
  • 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 GROWTH ACINX Columbia Acorn International Z 99% 1 60 0 1.48% 0%
Foreign Large Blend JIEIX Artio International Equity I Mutual Fund 93% 1 60 0 0.9% 0%
Foreign Large Blend ARTIX Artisan International Inv 91% 1 60 0 0.97% 1.85%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement rtmt 2040 Mutual Fund 100% 1 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement rtmt 2030 Mutual Fund 100% 1 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement rtmt 2020 Mutual Fund 100% 1 60 0 0.78% 6.84%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement rtmt 2015 Mutual Fund 100% 1 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX T. Rowe Price Retirement rtmt 2005 Mutual Fund 100% 1 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement rtmt 2035 Mutual Fund 97% 1 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement rtmt 2010 Mutual Fund 97% 1 60 0 0.99% 4.44%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement rtmt 2025 Mutual Fund 96% 1 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement rtmt 2045 Mutual Fund 96% 1 60 0 1.12% 4.73%
Target Date 2050+ TRRNX T. Rowe Price Retirement rtmt 2055 Mutual Fund 93% 1 60 0 1.14% 4.13%
Retirement Income TRRIX T. Rowe Price Retirement rtmt Income Mutual Fund 91% 1 60 0 0.34% 4.38%
Target Date 2050+ TRRMX T. Rowe Price Retirement rtmt 2050 Mutual Fund 78% 1 60 0 0.63% 4.79%
US EQUITY
LARGE VALUE AAGPX American Beacon Large Capital Value Mutual Fund 98% 1 60 0 0.94% 6.17%
SMALL VALUE ASVIX American Century Small Capital INV Mutual Fund 89% 1 60 0 1.34% 1.14%
MID-CAP BLEND FSEMX Spartan Extnd Mkt Index Mutual Fund 75% 1 60 0 0.1% 1.64%
LARGE GROWTH RGAFX AF Growth of Amer Mutual Fund 75% 1 60 0 0.63% 8.75%
LARGE GROWTH TWCUX American Century Ultra Inv 73% 1 60 0 0.99% 6.91%
LARGE BLEND ITHIX Hartford Capital app Mutual Fund 63% 1 60 0 0.79% 0.87%
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA 4% 1 60 0 0.92% 2.68%
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV 0% 1 60 0 0.07% 4.47%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 2.05%
LARGE BLEND FUSVX Spartan US EQ Index Mutual Fund 0% 1 60 0 0.04% 2.05%
FIXED INCOME
Intermediate Government CPTNX American Century Gov t Bond Inv Mutual Fund 94% 1 60 0 0.36% 3.75%
Intermediate-Term Bond LSIIX Loomis Investment Grade bond Mutual Fund 85% 1 60 0 0.74% 4.55%
SHORT GOVERNMENT STABLEVALUE Cerner Stable Value Fund 16% 1 60 0 NA 29.1%
Average Expense Ratio: 0.74%
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Related Retirement Plans
CERNER CORPORATION FOUNDATIONS RETIREMENT PLAN
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 1.9% 19.8% 6.8% 9.0% 6.0% 7.7%

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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:CERN)
The plan consists of 29 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Cerner Corporation provides healthcare information technology, healthcare devices, and content solutions for healthcare organizations and consumers in the Americas, Europe, the Middle East, and the Asia Pacific region.



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