MyPlanIQ 401k Investor SXC HEALTH SOLUTIONS, INC. 401(k) PLAN

SXC HEALTH SOLUTIONS, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund
Others
World Allocation MALOX BlackRock BlackRock Global Allocation Fund
Moderate Allocation ACETX Van Kampen Van Kampen Equity & Income Fund
Technology SCMIX Seligman Seligman Communications Information Fund
FIXED INCOME
Multisector Bond NEZYX Natixis Funds Loomis Sayles Strategic Income Fund
Intermediate-Term Bond MGFIX Managers Funds The Managers Bond Fund
Intermediate Government HLGAX JPMorgan JPMorgan Government Bond Fund
US EQUITY
Small Growth PSCZX JennisonDryden Jennison Small Company Fund
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund
Others
World Allocation MALOX BlackRock BlackRock Global Allocation Fund
Moderate Allocation ACETX Van Kampen Van Kampen Equity & Income Fund
Technology SCMIX Seligman Seligman Communications Information Fund
ROOT CASH Bank of Amer N.A. Bank of Amer N.A. rtmt Preservation Tr
FIXED INCOME
Multisector Bond NEZYX Natixis Funds Loomis Sayles Strategic Income Fund
Intermediate-Term Bond MGFIX Managers Funds The Managers Bond Fund
Intermediate Government HLGAX JPMorgan JPMorgan Government Bond Fund
Inflation-Protected Bond PRRRX Pimco Pimco Real Return bond FD CLA
US EQUITY
Small Growth PSCZX JennisonDryden Jennison Small Company Fund
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund
MID-CAP BLEND FLVIX Fidelity Investments Fidelity Advisor Leveraged Co. Stock Fund
SMALL BLEND GSCIX Aberdeen Aberdeen Small Cap Fund
Mid-Cap Growth THGRX Thornburg Thornburg Core Growth Fund
SMALL VALUE VSOIX Victory Victory Small Company Opportunity Fund
LARGE GROWTH MXXIX Colombia Colombia Marisco 21st Century Fund
LARGE VALUE MDLVX BlackRock BlackRock Large Cap Value Fund
MID-CAP BLEND QSCYX OppenheimerFunds Oppenheimer Small Mid Cap Value Fund
LARGE BLEND IAFGX American Funds American Funds Capital Word Growth Income Fund
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Lazard Emerging Mkts Portfolio 91% 3 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX Thornburg Thornburg International Value Fund 94% 3 60 0 1.36% 0.4%
Others
World Allocation MALOX BlackRock BlackRock Global Allocation Fund 90% 3 60 0 0.84% 0.44%
Moderate Allocation ACETX Van Kampen Van Kampen Equity & Income Fund 76% 3 60 0 0.78% 2.09%
Technology SCMIX Seligman Seligman Communications Information Fund 63% 3 60 0 1.43% 4.55%
ROOT CASH Bank of Amer N.A. Bank of Amer N.A. rtmt Preservation Tr 0% 1 60 0 NA 4.14%
FIXED INCOME
Multisector Bond NEZYX Natixis Funds Loomis Sayles Strategic Income Fund 82% 3 60 0 0.63% 5.85%
Intermediate-Term Bond MGFIX Managers Funds The Managers Bond Fund 81% 3 60 0 0.68% 2.67%
Intermediate Government HLGAX JPMorgan JPMorgan Government Bond Fund 77% 3 60 0 0.3% 2.66%
Inflation-Protected Bond PRRRX Pimco Pimco Real Return bond FD CLA 57% 3 60 0 1.37% 3.79%
US EQUITY
Small Growth PSCZX JennisonDryden Jennison Small Company Fund 93% 3 60 0 0.82% 0.51%
MID-CAP VALUE GCMAX Goldman Sachs Goldman Sachs Mid Cap Value Fund 93% 3 60 0 1.18% 0.54%
LARGE BLEND NYVTX Davis Funds Davis NY Venture Fund 92% 3 60 0 1.75% 8.07%
MID-CAP BLEND FLVIX Fidelity Investments Fidelity Advisor Leveraged Co. Stock Fund 85% 3 60 0 0.66% 1.77%
SMALL BLEND GSCIX Aberdeen Aberdeen Small Cap Fund 82% 3 60 0 1.35% 4.89%
Mid-Cap Growth THGRX Thornburg Thornburg Core Growth Fund 74% 3 60 0 1.36% 0%
SMALL VALUE VSOIX Victory Victory Small Company Opportunity Fund 65% 3 60 0 0.85% 6.56%
LARGE GROWTH MXXIX Colombia Colombia Marisco 21st Century Fund 44% 3 60 0 1.12% 0%
LARGE VALUE MDLVX BlackRock BlackRock Large Cap Value Fund 36% 3 60 0 0.79% 2.72%
MID-CAP BLEND QSCYX OppenheimerFunds Oppenheimer Small Mid Cap Value Fund 0% 3 60 0 0.91% 1.1%
LARGE BLEND IAFGX American Funds American Funds Capital Word Growth Income Fund 0% 3 60 0 NA NA
Average Expense Ratio: 1.01%
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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 3.1% 10.9% 7.3% 8.2% 5.8% 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 for Portfolio Details or Follow 2.7% 8.4% -1.1% 5.8% 5.9% 8.2%

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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(Ticker:SXC)
The plan consists of 21 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.


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