MyPlanIQ 401k Investor Wellstar Health System Valic 403b Marietta GA Plan

Wellstar Health System Valic 403b Marietta GA Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Others
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
FIXED INCOME
High Yield Bond GSHAX Goldman Sachs High Yield A
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
SMALL BLEND OPMYX Oppenheimer Main Street Sm & Mid Cap Y
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND RFNEX American Funds Fundamental Invs R4
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Others
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Retirement Income FAFAX Fidelity Advisor Freedom Inc A
ROOT CASH VMMXX (Money Market)
FIXED INCOME
High Yield Bond GSHAX Goldman Sachs High Yield A
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal
US EQUITY
SMALL BLEND OPMYX Oppenheimer Main Street Sm & Mid Cap Y
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE BLEND RFNEX American Funds Fundamental Invs R4
LARGE GROWTH HACAX Harbor Capital Appreciation Instl
MID-CAP BLEND WOOPX JPMorgan Intrepid Mid Cap Select
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal
Total Available Funds: 15
  • 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 Value DODFX Dodge & Cox International Stock 88% 3 60 0 0.52% 2.33%
Others
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 67% 3 60 0 1.75% 1.52%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 47% 3 60 0 0.66% 2.05%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 26% 3 60 0 0.51% 2.58%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 23% 3 60 0 0.49% 2.97%
Retirement Income FAFAX Fidelity Advisor Freedom Inc A 10% 3 60 0 1.47% 2.93%
ROOT CASH VMMXX (Money Market) 0% 0 60 0 NA 4.14%
FIXED INCOME
High Yield Bond GSHAX Goldman Sachs High Yield A 21% 3 60 0 0.7% 5.74%
Intermediate-Term Bond VBTSX Vanguard Total Bond Market Index Signal 0% 3 60 0 0.1% 2.96%
US EQUITY
SMALL BLEND OPMYX Oppenheimer Main Street Sm & Mid Cap Y 96% 3 60 0 1.06% 0%
LARGE BLEND VINIX Vanguard Institutional Index Instl 86% 3 60 0 0.02% 1.36%
LARGE BLEND RFNEX American Funds Fundamental Invs R4 67% 3 60 0 0.28% 1.63%
LARGE GROWTH HACAX Harbor Capital Appreciation Instl 65% 3 60 0 1.04% 0%
MID-CAP BLEND WOOPX JPMorgan Intrepid Mid Cap Select 13% 3 60 0 1.09% 0.48%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Idx Signal 0% 3 60 0 0.06% 1.99%
Average Expense Ratio: 0.7%
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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 4.5% 14.0% 5.3% 7.2% 5.7% 7.5%

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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 13 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

This plan is created based on a user's request.



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