MyPlanIQ 401k Investor CEDARS-SINAI HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

CEDARS-SINAI HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity international discovery fund
Foreign Large Value GMCFX GMO International Intrinsic Value Fund
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
MID-CAP BLEND CRIMX crm mid cap value fund-institutional shares
Mid-Cap Growth WFEIX Wells Fargo Advantage Enterprise Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX fidelity international discovery fund
Foreign Large Value GMCFX GMO International Intrinsic Value Fund
Foreign Large Growth MIEIX MFS Institutional International Equity Fund
Foreign Large Growth TMCOX Touchstone Emerging Growth Fund Class A
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
MID-CAP BLEND CRIMX crm mid cap value fund-institutional shares
Mid-Cap Growth WFEIX Wells Fargo Advantage Enterprise Fund
LARGE BLEND SRVEX Victory Diversified Stock Class A
LARGE VALUE ERSTX eaton vance large-cap value fund
LARGE BLEND NWBEX Wells Fargo Advantage Index Fund Admin Class
LARGE GROWTH TTMEX Turner Core Growth Fund
Small Growth LSBYX Lord Abbett Small Cap Blend Fund
Total Available Funds: 14
  • 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
Foreign Large Blend FIGRX fidelity international discovery fund 90% 3 60 0 0.99% 1.96%
Foreign Large Value GMCFX GMO International Intrinsic Value Fund 90% 3 60 0 0.68% 7.78%
Foreign Large Growth MIEIX MFS Institutional International Equity Fund 90% 3 60 0 0.72% 1.73%
Foreign Large Growth TMCOX Touchstone Emerging Growth Fund Class A 0% 3 60 0 1.17% 0%
Others
ROOT CASH CASH 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return Fund Institutional Shares 97% 3 60 0 0.83% 3.99%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 4.16%
MID-CAP BLEND CRIMX crm mid cap value fund-institutional shares 88% 3 60 0 1.16% 6.46%
Mid-Cap Growth WFEIX Wells Fargo Advantage Enterprise Fund 83% 3 60 0 0.85% 2.27%
LARGE BLEND SRVEX Victory Diversified Stock Class A 51% 3 60 0 0.78% 10.94%
LARGE VALUE ERSTX eaton vance large-cap value fund 47% 3 60 0 1.27% 2.78%
LARGE BLEND NWBEX Wells Fargo Advantage Index Fund Admin Class 0% 3 60 0 NA 2.85%
LARGE GROWTH TTMEX Turner Core Growth Fund 0% 3 60 0 0.69% 0.39%
Small Growth LSBYX Lord Abbett Small Cap Blend Fund 0% 3 60 0 0.98% 0.24%
Average Expense Ratio: 0.95%
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Related Retirement Plans
CEDARS-SINAI HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT 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 8.9% 19.7% 7.2% 10.5% 6.9% 8.7%

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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 15 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Cedars-sinai Health System Defined Contribution Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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