MyPlanIQ 401k Investor LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN

LUTHERAN CHARITY ASSOCIATION DBA JAMESTOWN HOSPITAL 403 B PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE GRESX Goldman Sachs Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation RLBFX American Balanced Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE BLEND VFINX Vanguard Index Trust 500 Fund
LARGE GROWTH FOCPX Fidelity Securities OTC Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Short-Term Bond PTLDX PIMCO Low Duration International Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE GRESX Goldman Sachs Real Estate Securities Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation RLBFX American Balanced Fund
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund
LARGE BLEND VFINX Vanguard Index Trust 500 Fund
LARGE GROWTH FOCPX Fidelity Securities OTC Fund
LARGE BLEND VTSMX Vanguard Index Trust Total Stock Fund
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund
LARGE VALUE RWMFX AFS Washington Class R Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Value Fund
LARGE GROWTH RGAFX AFS Growth Fd America Fund
Mid-Cap Growth FMCCX Fidelity Mid Cap Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Short-Term Bond PTLDX PIMCO Low Duration International Fund
Inflation-Protected Bond PRRIX PIMCO Real Return Fund
High Yield Bond PHIYX PIMCO High Yield Fund
Total Available Funds: 16
  • 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 GRESX Goldman Sachs Real Estate Securities Fund 74% 3 60 0 0.86% 4.78%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.34%
Others
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.86%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index Fund 99% 3 60 0 0.03% 1.62%
LARGE BLEND VFINX Vanguard Index Trust 500 Fund 98% 3 60 0 0.14% 1.57%
LARGE GROWTH FOCPX Fidelity Securities OTC Fund 94% 3 60 0 0.81% 0.07%
LARGE BLEND VTSMX Vanguard Index Trust Total Stock Fund 94% 3 60 0 0.03% 1.6%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Fund 86% 3 60 0 1% 4.64%
LARGE VALUE RWMFX AFS Washington Class R Fund 84% 3 60 0 0.26% 6.91%
MID-CAP VALUE GSMCX Goldman Sachs Mid Value Fund 83% 3 60 0 1.18% 5.26%
LARGE GROWTH RGAFX AFS Growth Fd America Fund 75% 3 60 0 0.63% 8.76%
Mid-Cap Growth FMCCX Fidelity Mid Cap Fund 71% 3 60 0 1.22% 0.86%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 3.97%
Short-Term Bond PTLDX PIMCO Low Duration International Fund 90% 3 60 0 1.05% 4.08%
Inflation-Protected Bond PRRIX PIMCO Real Return Fund 80% 3 60 0 1.37% 3.29%
High Yield Bond PHIYX PIMCO High Yield Fund 72% 3 60 0 0.66% 6.06%
Average Expense Ratio: 0.7%
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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 3.6% 10.1% 1.4% 5.3% 4.1% 6.8%

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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:)
The plan consists of 17 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs and Foreign Equity.

Lutheran Charity Association Dba Jamestown Hospital 403 B Plan is a defined contribution plan.



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