MyPlanIQ 401k Investor Res-Care, Inc. Retirement Savings Plan

Res-Care, Inc. Retirement Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX Bank of Amer N.A American Funds EuroPacific Growth Fund Class R4
Others
Moderate Allocation CBALX Bank of Amer N.A Columbia Balanced Fund Class Z
ROOT CASH Bank of Amer N.A American Funds Money Mkt R4
US EQUITY
SMALL VALUE CSCZX Bank of Amer N.A Columbia Small Cap Value I Class Z
LARGE BLEND NINDX Bank of Amer N.A Columbia Large Cap Index Class Z
Mid-Cap Growth RRMGX Bank of Amer N.A T. Rowe Price Retirement Mid Cap Growth Fund
FIXED INCOME
Intermediate Government BGNMX Bank of Amer N.A American Century Ginnie Mae Fund
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX Bank of Amer N.A American Funds EuroPacific Growth Fund Class R4
Others
Moderate Allocation CBALX Bank of Amer N.A Columbia Balanced Fund Class Z
ROOT CASH Bank of Amer N.A American Funds Money Mkt R4
US EQUITY
SMALL VALUE CSCZX Bank of Amer N.A Columbia Small Cap Value I Class Z
LARGE BLEND NINDX Bank of Amer N.A Columbia Large Cap Index Class Z
Mid-Cap Growth RRMGX Bank of Amer N.A T. Rowe Price Retirement Mid Cap Growth Fund
LARGE BLEND EVTMX Bank of Amer N.A Eaton Vance Dividend Builder Class A
SMALL BLEND LRSCX Bank of Amer N.A Lord Abbett Small Cap Value Fund Class A
LARGE GROWTH RGAEX Bank of Amer N.A American Funds Growth Fund of Amer Class R4
MID-CAP VALUE JMVIX Bank of Amer N.A Perkins Mid Cap Value Class S
LARGE VALUE UMBIX Bank of Amer N.A Columbia Value & Restructuring Fund Class Z
Small Growth PSCPX Bank of Amer N.A Columbia Small Cap Growth II Class Z
FIXED INCOME
Intermediate Government BGNMX Bank of Amer N.A American Century Ginnie Mae Fund
Total Available Funds: 13
  • 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 REREX Bank of Amer N.A American Funds EuroPacific Growth Fund Class R4 57% 3 60 0 0.9% 3.74%
Others
Moderate Allocation CBALX Bank of Amer N.A Columbia Balanced Fund Class Z 89% 3 60 0 1.67% 1.86%
ROOT CASH Bank of Amer N.A American Funds Money Mkt R4 0% 1 60 0 NA 4.14%
US EQUITY
SMALL VALUE CSCZX Bank of Amer N.A Columbia Small Cap Value I Class Z 89% 3 60 0 1.24% 0.68%
LARGE BLEND NINDX Bank of Amer N.A Columbia Large Cap Index Class Z 77% 3 60 0 0.45% 1.25%
Mid-Cap Growth RRMGX Bank of Amer N.A T. Rowe Price Retirement Mid Cap Growth Fund 57% 3 60 0 1.29% 6.76%
LARGE BLEND EVTMX Bank of Amer N.A Eaton Vance Dividend Builder Class A 52% 3 60 0 0.75% 3.28%
SMALL BLEND LRSCX Bank of Amer N.A Lord Abbett Small Cap Value Fund Class A 48% 3 60 0 1.48% 3.22%
LARGE GROWTH RGAEX Bank of Amer N.A American Funds Growth Fund of Amer Class R4 39% 3 60 0 0.3% 0%
MID-CAP VALUE JMVIX Bank of Amer N.A Perkins Mid Cap Value Class S 28% 3 60 0 0.5% 14.74%
LARGE VALUE UMBIX Bank of Amer N.A Columbia Value & Restructuring Fund Class Z 0% 3 60 0 0.97% 0%
Small Growth PSCPX Bank of Amer N.A Columbia Small Cap Growth II Class Z 0% 3 60 0 1.12% 0%
FIXED INCOME
Intermediate Government BGNMX Bank of Amer N.A American Century Ginnie Mae Fund 79% 3 60 0 0.8% 3.33%
Average Expense Ratio: 0.96%
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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 3.9% 10.9% 0.0% 4.8% 4.8% 6.4%

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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:RSCR)
The plan consists of 13 funds. It covers 2 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income and US Equity.
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