MyPlanIQ 401k Investor IMS Health 401K

IMS Health 401K

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA EB Daily Liquidity International Stock Index III
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2026-2030 SWDRX Schwab Index Ret Trust 2030
Target Date 2036-2040 SWERX Schwab Index Ret Trust 2040
Target Date 2016-2020 SWCRX Schwab Index Ret Trust 2020
US EQUITY
SMALL BLEND IWM EB Daily Liquidity Small Cap Index III
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE BLEND VFINX EB Daily Liquidity Stock Index III
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA EB Daily Liquidity International Stock Index III
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2026-2030 SWDRX Schwab Index Ret Trust 2030
Target Date 2036-2040 SWERX Schwab Index Ret Trust 2040
Target Date 2016-2020 SWCRX Schwab Index Ret Trust 2020
Target Date 2000-2010 SWBRX Schwab Index Ret Trust 2010
Target Date 2031-2035 SWIRX Schwab Index Ret Trust 2035
Target Date 2021-2025 SWHRX Schwab Index Ret Trust 2025
Target Date 2011-2015 SWGRX Schwab Index Ret Trust 2015
US EQUITY
SMALL BLEND IWM EB Daily Liquidity Small Cap Index III
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
LARGE BLEND VFINX EB Daily Liquidity Stock Index III
LARGE VALUE DODGX Dodge & Cox Stock
SMALL BLEND RYTRX Royce Total Return Invmt
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth
Small Growth PRNHX T. Rowe Price New Horizons
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
SHORT GOVERNMENT TSPGFUND Schwab Stable Value Instl
Total Available Funds: 20
  • 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 EFA EB Daily Liquidity International Stock Index III 100% 3 60 0 0.33% 2.9%
Foreign Large Value DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 56% 3 60 0 0.9% 3.74%
Others
Target Date 2026-2030 SWDRX Schwab Index Ret Trust 2030 97% 3 60 0 0.42% 5.87%
Target Date 2036-2040 SWERX Schwab Index Ret Trust 2040 97% 3 60 0 0.5% 7.06%
Target Date 2016-2020 SWCRX Schwab Index Ret Trust 2020 96% 3 60 0 0.29% 5.48%
Target Date 2000-2010 SWBRX Schwab Index Ret Trust 2010 95% 3 60 0 0.26% 4.13%
Target Date 2031-2035 SWIRX Schwab Index Ret Trust 2035 71% 3 60 0 0.47% 6.34%
Target Date 2021-2025 SWHRX Schwab Index Ret Trust 2025 70% 3 60 0 0.35% 5.05%
Target Date 2011-2015 SWGRX Schwab Index Ret Trust 2015 70% 3 60 0 0.28% 5.8%
US EQUITY
SMALL BLEND IWM EB Daily Liquidity Small Cap Index III 99% 3 60 0 0.19% 1.33%
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 1%
LARGE BLEND VFINX EB Daily Liquidity Stock Index III 98% 3 60 0 0.14% 1.27%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
SMALL BLEND RYTRX Royce Total Return Invmt 93% 3 60 0 1.95% 10%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth 80% 3 60 0 0.74% 0%
Small Growth PRNHX T. Rowe Price New Horizons 80% 3 60 0 0.79% 0%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.94%
SHORT GOVERNMENT TSPGFUND Schwab Stable Value Instl 20% 3 60 0 NA 27.03%
Average Expense Ratio: 0.58%
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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% 18.3% 8.9% 11.3% 7.4% 8.9%

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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
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and US Equity.


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