MyPlanIQ 401k Investor INTEGRAMED AMERICA, INC. 401(k) PLAN

INTEGRAMED AMERICA, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Prin Div Intl Fund
Others
Target Date 2050+ PPLIX Prin Life Time 2050 Fund
Target Date 2026-2030 PMTIX Prin Life Time 2030 Fund
Target Date 2016-2020 PLWIX Prin Life Time 2020 Fund
US EQUITY
Mid-Cap Growth PGWIX Prin MidCap Growth Fund
Small Growth PGRTX Prin SmallCap Growth I Fund
MID-CAP BLEND MPSIX Prin MidCap S P 400 Idx fund
FIXED INCOME
Intermediate-Term Bond PMSIX Prin Bond Mtg Secs Fund
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Prin Div Intl Fund
Others
Target Date 2050+ PPLIX Prin Life Time 2050 Fund
Target Date 2026-2030 PMTIX Prin Life Time 2030 Fund
Target Date 2016-2020 PLWIX Prin Life Time 2020 Fund
Target Date 2011-2015 LTINX Prin Life Time 2015 Fund
Target Date 2031-2035 LTIUX Prin Life Time 2035 Fund
Target Date 2041-2045 LTRIX Prin Life Time 2045 Fund
Target Date 2021-2025 LTSTX Prin Life Time 2025 Fund
Target Date 2036-2040 PTDAX Prin Life Time 2040 Fund
Retirement Income PALTX Prin Life Time Str income Fund
Target Date 2000-2010 PTTIX Prin Life Time 2010 Fund
US EQUITY
Mid-Cap Growth PGWIX Prin MidCap Growth Fund
Small Growth PGRTX Prin SmallCap Growth I Fund
MID-CAP BLEND MPSIX Prin MidCap S P 400 Idx fund
SMALL BLEND PSSIX Prin SmallCap S P 600 Idx Fnd
LARGE BLEND PLFIX Prin LgCap S P 500 Idx Fund
LARGE BLEND NBPBX Berm Partners Adv Fund
LARGE GROWTH RGAEX The American Funds Am Fds Growth Fund
MID-CAP VALUE PKPPX Prin MidCap Value I Fund
LARGE VALUE PVLIX Prin LgCap Value III Fund
SMALL VALUE PVSIX Prin SmallCap Value fund
FIXED INCOME
Intermediate-Term Bond PMSIX Prin Bond Mtg Secs Fund
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund
Total Available Funds: 23
  • 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 PIIIX Prin Div Intl Fund 89% 3 60 0 0.78% 0.89%
Others
Target Date 2050+ PPLIX Prin Life Time 2050 Fund 100% 3 60 0 1.04% 1.58%
Target Date 2026-2030 PMTIX Prin Life Time 2030 Fund 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Prin Life Time 2020 Fund 90% 3 60 0 0.91% 2.79%
Target Date 2011-2015 LTINX Prin Life Time 2015 Fund 83% 3 60 0 0.91% 7.25%
Target Date 2031-2035 LTIUX Prin Life Time 2035 Fund 81% 3 60 0 0.62% 6.53%
Target Date 2041-2045 LTRIX Prin Life Time 2045 Fund 78% 3 60 0 0.66% 7.42%
Target Date 2021-2025 LTSTX Prin Life Time 2025 Fund 76% 3 60 0 0.81% 7.14%
Target Date 2036-2040 PTDAX Prin Life Time 2040 Fund 49% 3 60 0 0.83% 7.27%
Retirement Income PALTX Prin Life Time Str income Fund 31% 3 60 0 1.4% 4.38%
Target Date 2000-2010 PTTIX Prin Life Time 2010 Fund 0% 3 60 0 0.72% 7.6%
US EQUITY
Mid-Cap Growth PGWIX Prin MidCap Growth Fund 85% 3 60 0 0.76% 0%
Small Growth PGRTX Prin SmallCap Growth I Fund 84% 3 60 0 1.19% 0%
MID-CAP BLEND MPSIX Prin MidCap S P 400 Idx fund 81% 3 60 0 0.42% 1.23%
SMALL BLEND PSSIX Prin SmallCap S P 600 Idx Fnd 78% 3 60 0 0.54% 10.04%
LARGE BLEND PLFIX Prin LgCap S P 500 Idx Fund 76% 3 60 0 0.52% 2.38%
LARGE BLEND NBPBX Berm Partners Adv Fund 60% 3 60 0 0.51% 0%
LARGE GROWTH RGAEX The American Funds Am Fds Growth Fund 39% 3 60 0 0.3% 0%
MID-CAP VALUE PKPPX Prin MidCap Value I Fund 0% 3 60 0 1.44% 7.29%
LARGE VALUE PVLIX Prin LgCap Value III Fund 0% 3 60 0 0.46% 43.23%
SMALL VALUE PVSIX Prin SmallCap Value fund 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PMSIX Prin Bond Mtg Secs Fund 74% 3 60 0 0.88% 3.19%
SHORT GOVERNMENT STABLEVALUE Principal Stable Value Fund 16% 3 60 0 NA 27.03%
Average Expense Ratio: 0.82%
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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 2.0% 18.5% 5.1% 9.3% 6.0% 8.1%

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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:INMD)
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
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