MyPlanIQ 401k Investor VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN

VIA CHRISTI HEALTH SYSTEM INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX MSUSX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
Foreign Large Blend RERGX RERGX
Others
Natural Resources RSNYX RSNYX
Retirement Income FFKAX FFKAX
Target Date 2051+ FDENX FDENX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Inflation-Protected Bond VAIPX VAIPX
Short-Term Bond PTLDX PTLDX
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE MSUSX MSUSX
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
Foreign Large Blend RERGX RERGX
Others
Natural Resources RSNYX RSNYX
Retirement Income FFKAX FFKAX
Target Date 2051+ FDENX FDENX
Target Date 2046-2050 FFKHX FFKHX
Target Date 2041-2045 FFKGX FFKGX
Target Date 2036-2040 FFKFX FFKFX
Target Date 2031-2035 FKTHX FKTHX
Target Date 2026-2030 FFKEX FFKEX
Target Date 2021-2025 FKTWX FKTWX
Target Date 2016-2020 FFKDX FFKDX
Target Date 2011-2015 FKVFX FKVFX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Inflation-Protected Bond VAIPX VAIPX
Short-Term Bond PTLDX PTLDX
US EQUITY
LARGE GROWTH PRGFX PRGFX
LARGE GROWTH TRBCX TRBCX
Small Growth BUFSX BUFSX
LARGE VALUE ACIIX ACIIX
SMALL VALUE DHSIX DHSIX
SMALL VALUE PVADX PVADX
LARGE VALUE RWMGX RWMGX
MID-CAP BLEND FSTPX FSTPX
LARGE BLEND FXSIX FXSIX
LARGE BLEND AHSRX AHSRX
Total Available Funds: 27
  • 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
REAL ESTATE
REAL ESTATE MSUSX MSUSX 70% 3 60 0 0.83% 2.29%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX 99% 3 60 0 0.52% 2.33%
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 4.03%
Others
Natural Resources RSNYX RSNYX 50% 3 60 0 1.48% 1.17%
Retirement Income FFKAX FFKAX 0% 3 60 0 0.39% 1.34%
Target Date 2051+ FDENX FDENX 0% 3 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FFKHX 0% 3 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FFKGX 0% 3 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FFKFX 0% 3 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FKTHX 0% 3 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FFKEX 0% 3 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FKTWX 0% 3 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FFKDX 0% 3 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FKVFX 0% 3 60 0 0.51% 2.06%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VAIPX VAIPX 91% 3 60 0 0.07% 4.34%
Short-Term Bond PTLDX PTLDX 90% 3 60 0 1.05% 4.06%
US EQUITY
LARGE GROWTH PRGFX PRGFX 100% 3 60 0 0% 0%
LARGE GROWTH TRBCX TRBCX 100% 3 60 0 1.23% 0%
Small Growth BUFSX BUFSX 92% 3 60 0 1.01% 0%
LARGE VALUE ACIIX ACIIX 91% 3 60 0 1.18% 2.56%
SMALL VALUE DHSIX DHSIX 77% 3 60 0 1.26% 2.25%
SMALL VALUE PVADX PVADX 57% 3 60 0 0.89% 15.52%
LARGE VALUE RWMGX RWMGX 22% 3 60 0 0.26% 3.68%
MID-CAP BLEND FSTPX FSTPX 0% 3 60 0 0.1% 2.23%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 0%
LARGE BLEND AHSRX AHSRX 0% 3 60 0 0.89% 0.44%
Average Expense Ratio: 0.66%
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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 2.7% 10.2% 0.8% 4.2% 4.0% 6.7%

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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 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 27 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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