MyPlanIQ 401k Investor VITALCARE INC. EMPLOYEE 401K PLAN

VITALCARE INC. EMPLOYEE 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth and Income Fund
FOREIGN SMALL/MID GROWTH VINEX Vanguard Explorer Fund
Foreign Large Growth TGRIX American Century International Growth Fund
Others
Aggressive Allocation AAAIX American Century Strategic Allocation Fund:,Aggressive
Moderate Allocation ABLOX Alger American Balanced Portfolio Fund
Moderate Allocation ASMRX American Century Strategic Allocation Fund:,Moderate
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund
LARGE BLEND SVSPX SSgA S&P 500 Flagship Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
Total Available Funds: 17
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth and Income Fund
FOREIGN SMALL/MID GROWTH VINEX Vanguard Explorer Fund
Foreign Large Growth TGRIX American Century International Growth Fund
Others
Aggressive Allocation AAAIX American Century Strategic Allocation Fund:,Aggressive
Moderate Allocation ABLOX Alger American Balanced Portfolio Fund
Moderate Allocation ASMRX American Century Strategic Allocation Fund:,Moderate
Health GTHIX AIM Global Health Care Fund
Technology ITYAX AIM Technology Fund
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund
LARGE BLEND SVSPX SSgA S&P 500 Flagship Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE BLEND RLISX Russell U.S. Core Equity Fund
LARGE VALUE AEURX American Century Equity Income Fund
LARGE GROWTH ALGAX Alger American Large Cap Growth Fund
MID-CAP BLEND GTARX AIM Mid Cap Core Equity
FIXED INCOME
Intermediate-Term Bond JAFLX Janus Aspen Series Flexible Bond Fund
SHORT GOVERNMENT Federal Vanguard Short-Term Federal Bonds Fund
Total Available Funds: 17
  • 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 RWIFX American Funds Capital World Growth and Income Fund 92% 3 60 0 0.75% 1.99%
FOREIGN SMALL/MID GROWTH VINEX Vanguard Explorer Fund 89% 3 60 0 0.41% 4.16%
Foreign Large Growth TGRIX American Century International Growth Fund 86% 3 60 0 0.13% 0%
Others
Aggressive Allocation AAAIX American Century Strategic Allocation Fund:,Aggressive 95% 3 60 0 1.05% 5.09%
Moderate Allocation ABLOX Alger American Balanced Portfolio Fund 57% 3 60 0 1.04% 1.74%
Moderate Allocation ASMRX American Century Strategic Allocation Fund:,Moderate 55% 3 60 0 0.64% 5.35%
Health GTHIX AIM Global Health Care Fund 36% 3 60 0 1.04% 0%
Technology ITYAX AIM Technology Fund 35% 3 60 0 1.74% 0%
US EQUITY
SMALL VALUE ACVIX American Century Small Cap Value Fund 90% 3 60 0 1.34% 1.18%
LARGE BLEND SVSPX SSgA S&P 500 Flagship Fund 75% 3 60 0 0.16% 8.53%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE BLEND RLISX Russell U.S. Core Equity Fund 60% 3 60 0 1.87% 1.16%
LARGE VALUE AEURX American Century Equity Income Fund 43% 3 60 0 0.59% 8.4%
LARGE GROWTH ALGAX Alger American Large Cap Growth Fund 38% 3 60 0 1.25% 0%
MID-CAP BLEND GTARX AIM Mid Cap Core Equity 0% 3 60 0 1.48% 0.04%
FIXED INCOME
Intermediate-Term Bond JAFLX Janus Aspen Series Flexible Bond Fund 97% 3 60 0 0.82% 4.29%
SHORT GOVERNMENT Federal Vanguard Short-Term Federal Bonds Fund 0% 3 60 0 NA NA
Average Expense Ratio: 0.93%
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Related Retirement Plans
VITAL CARE 401(K) PLAN
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 4.5% 10.4% 0.5% 18.1% 10.4% 10.8%

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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 19 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

VITALCARE INC. EMPLOYEE 401K PLAN is a defined contribution plan with a profit-sharing component and 401k feature.



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