MyPlanIQ 401k Investor IntegraMed America, Inc. Profit Sharing and 401(K) Plan

IntegraMed America, Inc. Profit Sharing and 401(K) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Prin Div Intl Fund
Others
Target Date 2050+ PPLIX Princor Financial Services Prin Life Time 2050 Fund
Target Date 2036-2040 PTDIX Princor Financial Services Prin Life Time 2040 Fund
Target Date 2026-2030 PMTIX Princor Financial Services Prin Life Time 2030 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
Intermediate-Term Bond PCBZX Principal Core Plus Bd Fund
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend PIIIX Prin Div Intl Fund
Others
Target Date 2050+ PPLIX Princor Financial Services Prin Life Time 2050 Fund
Target Date 2036-2040 PTDIX Princor Financial Services Prin Life Time 2040 Fund
Target Date 2026-2030 PMTIX Princor Financial Services Prin Life Time 2030 Fund
Target Date 2016-2020 PLWIX Princor Financial Services Prin Life Time 2020 Fund
Retirement Income PLSIX Princor Financial Services Prin Life Time Str income Fund
Target Date 2011-2015 LTINX Princor Financial Services Prin Life Time 2015 Fund
Target Date 2031-2035 LTIUX Princor Financial Services Prin Life Time 2035 Fund
Target Date 2041-2045 LTRIX Princor Financial Services Prin Life Time 2045 Fund
Target Date 2021-2025 LTSTX Princor Financial Services Prin Life Time 2025 Fund
Target Date 2000-2010 PTTIX Princor Financial Services 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
MID-CAP VALUE PVMIX Princor MidCap Value I Fund
SMALL BLEND PSSIX Prin SmallCap S P 600 Idx Fnd
LARGE BLEND PLFIX Prin LgCap S P 500 Idx Fund
LARGE BLEND NBPBX Neuberger Berman Mgmt Neub Berm Partners Adv Fund
LARGE GROWTH AGTHX The American Funds Am Fds Growth 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
Intermediate-Term Bond PCBZX Principal Core Plus Bd Fund
Total Available Funds: 24
  • 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 Princor Financial Services Prin Life Time 2050 Fund 100% 3 60 0 1.04% 1.58%
Target Date 2036-2040 PTDIX Princor Financial Services Prin Life Time 2040 Fund 94% 3 60 0 1% 1.87%
Target Date 2026-2030 PMTIX Princor Financial Services Prin Life Time 2030 Fund 93% 3 60 0 1.45% 2.35%
Target Date 2016-2020 PLWIX Princor Financial Services Prin Life Time 2020 Fund 90% 3 60 0 0.91% 2.79%
Retirement Income PLSIX Princor Financial Services Prin Life Time Str income Fund 84% 3 60 0 1.4% 4.8%
Target Date 2011-2015 LTINX Princor Financial Services Prin Life Time 2015 Fund 83% 3 60 0 0.91% 7.25%
Target Date 2031-2035 LTIUX Princor Financial Services Prin Life Time 2035 Fund 81% 3 60 0 0.62% 6.53%
Target Date 2041-2045 LTRIX Princor Financial Services Prin Life Time 2045 Fund 78% 3 60 0 0.66% 7.42%
Target Date 2021-2025 LTSTX Princor Financial Services Prin Life Time 2025 Fund 76% 3 60 0 0.81% 7.14%
Target Date 2000-2010 PTTIX Princor Financial Services 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%
MID-CAP VALUE PVMIX Princor MidCap Value I Fund 80% 3 60 0 0.7% 6.49%
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 Neuberger Berman Mgmt Neub Berm Partners Adv Fund 60% 3 60 0 0.51% 0%
LARGE GROWTH AGTHX The American Funds Am Fds Growth Fund 41% 3 60 0 0.3% 0%
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%
Intermediate-Term Bond PCBZX Principal Core Plus Bd Fund 0% 3 60 0 0.57% 0%
Average Expense Ratio: 0.78%
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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 2.1% 18.4% 5.3% 9.4% 6.1% 8.2%

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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 24 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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