MyPlanIQ 401k Investor HEALTHSCOPE BENEFITS RETIREMENT SAVINGS PLAN

HEALTHSCOPE BENEFITS RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SSREX SSGA/TUCKERMAN REIT INDEX
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX THORNBURG INTL VALUE - R5
Foreign Large Value ICEYX MAINSTAY ICAP INTERNATIONAL R2
Others
Target Date 2026-2030 PARCX T.ROWE PRICE RETIRE 2030 - ADV
Retirement Income PARIX T.ROWE PRICE RETIRE INC - ADV
Target Date 2000-2010 PARAX T.ROWE PRICE RETIRE 2010 - ADV
US EQUITY
MID-CAP BLEND SSVSX VICTORY SPECIAL VALUE FUND - A
LARGE BLEND SVSPX SSGA INTERNATIONAL INDEX
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SSREX SSGA/TUCKERMAN REIT INDEX
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX THORNBURG INTL VALUE - R5
Foreign Large Value ICEYX MAINSTAY ICAP INTERNATIONAL R2
Others
Target Date 2026-2030 PARCX T.ROWE PRICE RETIRE 2030 - ADV
Retirement Income PARIX T.ROWE PRICE RETIRE INC - ADV
Target Date 2000-2010 PARAX T.ROWE PRICE RETIRE 2010 - ADV
Target Date 2016-2020 PARBX T.ROWE PRICE RETIRE 2020 - ADV
Target Date 2036-2040 PARDX T.ROWE PRICE RETIRE 2040 - ADV
Moderate Allocation JABRX JANUS BALANCED FUND - S
Target Date 2050+ RRTFX T.ROWE PRICE RETIRE 2050-ADV
US EQUITY
MID-CAP BLEND SSVSX VICTORY SPECIAL VALUE FUND - A
LARGE BLEND SVSPX SSGA INTERNATIONAL INDEX
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND
LARGE GROWTH ALARX ALGER CAPITAL APPR INSTIT - I
LARGE VALUE MDLVX BLACKROCK LARGE CAP VALUE - A
Small Growth PGSGX JPMORGAN SMALL CAP GROWTH - A
SMALL VALUE PCVAX ALLIANZ NFJ SMALL-CAP VALUE -A
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOTAL RETURN - ADMIN
Intermediate-Term Bond FBIDX SSGA US BOND INDEX
Total Available Funds: 19
  • 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 SSREX SSGA/TUCKERMAN REIT INDEX 0% 3 60 0 1% 0%
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX THORNBURG INTL VALUE - R5 82% 3 60 0 1.16% 1.89%
Foreign Large Value ICEYX MAINSTAY ICAP INTERNATIONAL R2 0% 3 60 0 1.52% 1.34%
Others
Target Date 2026-2030 PARCX T.ROWE PRICE RETIRE 2030 - ADV 97% 3 60 0 1.08% 10.35%
Retirement Income PARIX T.ROWE PRICE RETIRE INC - ADV 95% 3 60 0 0.49% 9.3%
Target Date 2000-2010 PARAX T.ROWE PRICE RETIRE 2010 - ADV 92% 3 60 0 0.99% 10.4%
Target Date 2016-2020 PARBX T.ROWE PRICE RETIRE 2020 - ADV 90% 3 60 0 0.78% 11.7%
Target Date 2036-2040 PARDX T.ROWE PRICE RETIRE 2040 - ADV 81% 3 60 0 0.6% 7.41%
Moderate Allocation JABRX JANUS BALANCED FUND - S 79% 3 60 0 0.7% 2.82%
Target Date 2050+ RRTFX T.ROWE PRICE RETIRE 2050-ADV 60% 3 60 0 0.63% 6.35%
US EQUITY
MID-CAP BLEND SSVSX VICTORY SPECIAL VALUE FUND - A 99% 3 60 0 1.15% 9.71%
LARGE BLEND SVSPX SSGA INTERNATIONAL INDEX 92% 3 60 0 0.16% 8.53%
LARGE BLEND SVSPX SSGA S&P 500 INDEX FUND 92% 3 60 0 0.16% 8.53%
LARGE GROWTH ALARX ALGER CAPITAL APPR INSTIT - I 55% 3 60 0 1.68% 0%
LARGE VALUE MDLVX BLACKROCK LARGE CAP VALUE - A 32% 3 60 0 0.79% 2.72%
Small Growth PGSGX JPMORGAN SMALL CAP GROWTH - A 17% 3 60 0 1.24% 0%
SMALL VALUE PCVAX ALLIANZ NFJ SMALL-CAP VALUE -A 7% 3 60 0 0.89% 16.12%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO TOTAL RETURN - ADMIN 56% 3 60 0 0.8% 4.94%
Intermediate-Term Bond FBIDX SSGA US BOND INDEX 0% 3 60 0 0.13% 2.67%
Average Expense Ratio: 0.88%
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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

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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 20 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.

Healthscope Benefits Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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