MyPlanIQ 401k Investor HALLMARK HEALTH 401K SAVINGS PLAN

HALLMARK HEALTH 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-term Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond PTTCX PIMCO Total Return Inst
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP BLEND RSVAX RS Value A
LARGE GROWTH FDGRX Fidelity Growth Company
Total Available Funds: 29
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2050+ FFFHX Fidelity Freedom 2050
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Moderate Allocation FBALX Fidelity Balanced
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
ROOT CASH Fidelity Retirement Money Market
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-term Bond
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond PTTCX PIMCO Total Return Inst
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth
MID-CAP BLEND RSVAX RS Value A
LARGE GROWTH FDGRX Fidelity Growth Company
MID-CAP BLEND FSEMX Fidelity Extended Market Index
LARGE BLEND FSMAX Fidelity Spartan US Bond Index
Small Growth BSCFX Baron Small Cap
LARGE VALUE FLUAX Fidelity Large Cap Value A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Mid-Cap Growth PMCGX Alliance CCM Mid Cap Admin
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Inst
Total Available Funds: 29
  • 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 FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 1.59%
Foreign Large Blend FSIIX Fidelity Spartan International 86% 3 60 0 0.17% 0%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 2.92%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 1.59%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 0%
ROOT CASH Fidelity Retirement Money Market 0% 0 60 0 NA 4.14%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-term Bond 100% 3 60 0 0.5% 3.29%
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond 76% 3 60 0 0.76% 3.71%
Intermediate-Term Bond PTTCX PIMCO Total Return Inst 64% 3 60 0 0.8% 4.11%
US EQUITY
LARGE BLEND FDGFX Fidelity Dividend Growth 99% 3 60 0 0.77% 1.31%
MID-CAP BLEND RSVAX RS Value A 92% 3 60 0 1.3% 6.42%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.95%
MID-CAP BLEND FSEMX Fidelity Extended Market Index 75% 3 60 0 0.1% 0%
LARGE BLEND FSMAX Fidelity Spartan US Bond Index 70% 3 60 0 0.03% 1.13%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 3.11%
LARGE VALUE FLUAX Fidelity Large Cap Value A 25% 3 60 0 1.94% 0.33%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 1.69%
Mid-Cap Growth PMCGX Alliance CCM Mid Cap Admin 0% 3 60 0 NA NA
SMALL BLEND SMVAX Wells Fargo Advantage Small Cap Value Inst 0% 3 60 0 1.28% 0%
Average Expense Ratio: 0.69%
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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 1.6% 9.0% 2.8% 8.1% 5.2% 7.4%

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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 30 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.




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