MyPlanIQ 401k Investor LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL 401 K PLAN

LUTHERAN CHARITY ASSOCIATION INC DBA JAMESTOWN HOSPITAL 401 K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
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
WORLD STOCK VTWSX Vanguard Index Trust Total Stock Fund
Foreign Large Blend CISAX International Stock Fund
Others
Moderate Allocation RLBFX American Balanced Fund
US EQUITY
LARGE BLEND VFINX Vanguard Index Trust 500 Portfolio
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
Small Growth VSGIX Vanguard Small Cap Growth Index Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Inflation-Protected Bond PRRRX PIMCO Real Return Fund
Short-Term Bond PLDRX PIMCO Low Duration Fund
Total Available Funds: 21
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
WORLD STOCK VTWSX Vanguard Index Trust Total Stock Fund
Foreign Large Blend CISAX International Stock Fund
Others
Moderate Allocation RLBFX American Balanced Fund
US EQUITY
LARGE BLEND VFINX Vanguard Index Trust 500 Portfolio
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund
Small Growth VSGIX Vanguard Small Cap Growth Index Fund
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Institutional Fund
LARGE VALUE RWMFX AFS Washington Class R Fund
MID-CAP VALUE GSMCX Goldman Sachs Mid Value Institutional Fund
LARGE GROWTH RGAFX AFS Growth Fd Amer Fund
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Fund
Mid-Cap Growth FMCCX Fidelity Mid Cap Fund
LARGE BLEND SICWX Common Stock Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund
Inflation-Protected Bond PRRRX PIMCO Real Return Fund
Short-Term Bond PLDRX PIMCO Low Duration Fund
High Yield Bond PHYRX PIMCO High Yield Fund
High Yield Bond RGCAX Global Strategies Fund
Intermediate-Term Bond RDBIX Diversified Bond Fund
Total Available Funds: 21
  • 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% 4.89%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 4.01%
WORLD STOCK VTWSX Vanguard Index Trust Total Stock Fund 0% 3 60 0 0.17% 2.2%
Foreign Large Blend CISAX International Stock Fund 0% 3 60 0 NA NA
Others
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.54%
US EQUITY
LARGE BLEND VFINX Vanguard Index Trust 500 Portfolio 98% 3 60 0 0.14% 1.25%
LARGE GROWTH FOCPX Fidelity OTC Portfolio Fund 94% 3 60 0 0.81% 0.05%
Small Growth VSGIX Vanguard Small Cap Growth Index Fund 87% 3 60 0 0.07% 0.69%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Institutional Fund 86% 3 60 0 1% 4.07%
LARGE VALUE RWMFX AFS Washington Class R Fund 84% 3 60 0 0.26% 6.02%
MID-CAP VALUE GSMCX Goldman Sachs Mid Value Institutional Fund 83% 3 60 0 1.18% 4.71%
LARGE GROWTH RGAFX AFS Growth Fd Amer Fund 75% 3 60 0 0.63% 6.89%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Fund 72% 3 60 0 0.04% 1.54%
Mid-Cap Growth FMCCX Fidelity Mid Cap Fund 71% 3 60 0 1.22% 0.72%
LARGE BLEND SICWX Common Stock Fund 60% 3 60 0 0.7% 0.86%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Fund 90% 3 60 0 0.94% 4.11%
Inflation-Protected Bond PRRRX PIMCO Real Return Fund 57% 3 60 0 1.37% 3.79%
Short-Term Bond PLDRX PIMCO Low Duration Fund 53% 3 60 0 1.05% 3.5%
High Yield Bond PHYRX PIMCO High Yield Fund 48% 3 60 0 0.66% 5.03%
High Yield Bond RGCAX Global Strategies Fund 26% 3 60 0 0.72% 2.87%
Intermediate-Term Bond RDBIX Diversified Bond Fund 0% 3 60 0 0.49% 0%
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 3.2% 10.5% 2.1% 5.2% 4.7% 6.9%

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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(Ticker:)
The plan consists of 24 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.

Lutheran Charity Association Inc dba Jamestown Hospital 401 K Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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