MyPlanIQ 401k Investor ALCONA CITIZENS FOR HEALTH INC. 403(B) PLAN

ALCONA CITIZENS FOR HEALTH INC. 403(B) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX American Funds New Perspective Class R2
WORLD STOCK RSLBX American Funds Smallcap World Class R2
WORLD STOCK RWIBX American Funds Capital World Growth & Income Class R2
Others
World Allocation RIRBX American Funds Capital Income Builder Class R2
Target Date 2000-2010 RBFTX American Funds Target Date Retirement 2035 Class R2
Target Date 2011-2015 RBJTX American Funds Target Date Retirement 2015 Class R2
FIXED INCOME
Intermediate-Term Bond RBFBX American Funds Bond Fund of America Class R2
US EQUITY
LARGE BLEND RFNFX American Funds Fundemental Investors Class R2
LARGE GROWTH RGABX American Funds Growth Fund of America Class R2
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RNPBX American Funds New Perspective Class R2
WORLD STOCK RSLBX American Funds Smallcap World Class R2
WORLD STOCK RWIBX American Funds Capital World Growth & Income Class R2
Foreign Large Blend RERBX American Funds Europacific Growth Class R2
Others
World Allocation RIRBX American Funds Capital Income Builder Class R2
Target Date 2000-2010 RBFTX American Funds Target Date Retirement 2035 Class R2
Target Date 2011-2015 RBJTX American Funds Target Date Retirement 2015 Class R2
Target Date 2000-2010 RBDTX American Funds Target Date Retirement 2025 Class R2
Target Date 2000-2010 RBKTX American Funds Target Date Retirement 2040 Class R2
Target Date 2026-2030 RBETX American Funds Target Date Retirement 2030 Class R2
Moderate Allocation RLBBX American Funds American Balanced Class R2
Target Date 2000-2010 RBCTX American Funds Target Date Retirement 2020 Class R2
ROOT CASH American Funds Money Market Fund Class R2
FIXED INCOME
Intermediate-Term Bond RBFBX American Funds Bond Fund of America Class R2
US EQUITY
LARGE BLEND RFNFX American Funds Fundemental Investors Class R2
LARGE GROWTH RGABX American Funds Growth Fund of America Class R2
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
INTERNATIONAL EQUITY
WORLD STOCK RNPBX American Funds New Perspective Class R2 60% 3 60 0 1.47% 5.06%
WORLD STOCK RSLBX American Funds Smallcap World Class R2 59% 3 60 0 0.66% 0%
WORLD STOCK RWIBX American Funds Capital World Growth & Income Class R2 58% 3 60 0 0.53% 2.81%
Foreign Large Blend RERBX American Funds Europacific Growth Class R2 54% 3 60 0 0.9% 3.19%
Others
World Allocation RIRBX American Funds Capital Income Builder Class R2 57% 3 60 0 0.26% 1.43%
Target Date 2000-2010 RBFTX American Funds Target Date Retirement 2035 Class R2 46% 3 60 0 0.35% 4.12%
Target Date 2011-2015 RBJTX American Funds Target Date Retirement 2015 Class R2 46% 3 60 0 0.3% 2.65%
Target Date 2000-2010 RBDTX American Funds Target Date Retirement 2025 Class R2 44% 3 60 0 0.32% 2.91%
Target Date 2000-2010 RBKTX American Funds Target Date Retirement 2040 Class R2 38% 3 60 0 1.46% 4.9%
Target Date 2026-2030 RBETX American Funds Target Date Retirement 2030 Class R2 37% 3 60 0 0.33% 3.26%
Moderate Allocation RLBBX American Funds American Balanced Class R2 37% 3 60 0 0.31% 1.68%
Target Date 2000-2010 RBCTX American Funds Target Date Retirement 2020 Class R2 28% 3 60 0 0.3% 2.89%
ROOT CASH American Funds Money Market Fund Class R2 0% 3 60 0 NA 3.73%
FIXED INCOME
Intermediate-Term Bond RBFBX American Funds Bond Fund of America Class R2 36% 3 60 0 0.33% 2.81%
US EQUITY
LARGE BLEND RFNFX American Funds Fundemental Investors Class R2 88% 3 60 0 0.6% 5.5%
LARGE GROWTH RGABX American Funds Growth Fund of America Class R2 35% 3 60 0 0.3% 0%
Average Expense Ratio: 0.56%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:ACL)
The plan consists of 16 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Alcona Citizens for Health, Inc. 403(B) Plan is a defined contribution plan.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.