MyPlanIQ 401k Investor Cheyenne Regional Medical Center 403(b) Retirement Plan

Cheyenne Regional Medical Center 403(b) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Moderate Allocation PAALX PIMCO All Asset Admin
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
High Yield Bond CPHYX Principal High Yield A
Intermediate Government ABTAX American Century Government Bond Adv
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Real Estate A
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3
Foreign Large Blend RERCX American Funds EuroPacific Gr R3
Others
Moderate Allocation PAALX PIMCO All Asset Admin
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 R
Moderate Allocation OARBX Oakmark Equity & Income II
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
High Yield Bond CPHYX Principal High Yield A
Intermediate Government ABTAX American Century Government Bond Adv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
LARGE VALUE TWEIX American Century Equity Income Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
SMALL VALUE ASVIX American Century Small Cap Value Inv
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z
LARGE BLEND RFNCX American Funds Fundamental Invs R3
SMALL BLEND FSCTX Fidelity Advisor Small Cap T
MID-CAP VALUE JMVIX Perkins Mid Cap Value S
LARGE BLEND MXVIX Maxim S&P 500 Index Portfolio
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity I
SMALL BLEND PARSX Parnassus Small-Cap
Total Available Funds: 27
  • 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 IARAX AIM Real Estate A 45% 3 60 0 1.16% 1.61%
Emerging Market
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open 60% 3 60 0 1.07% 2.66%
INTERNATIONAL EQUITY
WORLD STOCK RWICX American Funds Capital World G/I R3 61% 3 60 0 0.53% 0.93%
Foreign Large Blend RERCX American Funds EuroPacific Gr R3 56% 3 60 0 0.9% 0.57%
Others
Moderate Allocation PAALX PIMCO All Asset Admin 96% 3 60 0 1.84% 4.75%
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R 66% 3 60 0 0.99% 3.65%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 3 60 0 0.6% 1.88%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 3 60 0 1.08% 1.74%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 3 60 0 0.78% 3.87%
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 R 59% 3 60 0 0.63% 0.92%
Moderate Allocation OARBX Oakmark Equity & Income II 0% 3 60 0 0.99% 16.16%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 3.94%
High Yield Bond CPHYX Principal High Yield A 64% 3 60 0 0.52% 4.75%
Intermediate Government ABTAX American Century Government Bond Adv 52% 3 60 0 0.36% 3.21%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 2%
LARGE VALUE TWEIX American Century Equity Income Inv 100% 3 60 0 1.18% 1.6%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.22%
LARGE VALUE VIVAX Vanguard Value Index Inv 95% 3 60 0 0.05% 2.19%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 94% 3 60 0 1.68% 14.19%
SMALL VALUE ASVIX American Century Small Cap Value Inv 89% 3 60 0 1.34% 0.65%
Mid-Cap Growth PEGZX Prudential Jennison Mid Cap Growth Z 89% 3 60 0 1.08% 5.09%
LARGE BLEND RFNCX American Funds Fundamental Invs R3 50% 3 60 0 0.28% 0.66%
SMALL BLEND FSCTX Fidelity Advisor Small Cap T 50% 3 60 0 2.15% 1.57%
MID-CAP VALUE JMVIX Perkins Mid Cap Value S 28% 3 60 0 0.5% 0.37%
LARGE BLEND MXVIX Maxim S&P 500 Index Portfolio 21% 3 60 0 0.51% 0.9%
MID-CAP BLEND GTAVX Invesco Mid Cap Core Equity I 0% 3 60 0 0.87% 20.45%
SMALL BLEND PARSX Parnassus Small-Cap 0% 3 60 0 1.2% 19.33%
Average Expense Ratio: 0.86%
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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 0.3% 6.2% 2.8% 4.8% 3.9% 4.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 8.1% 5.9% 6.8% 4.7% 5.6%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.6% 0.0% -3.1% 2.1% 1.4% 3.3%

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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
The plan consists of 27 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

This plan is created based a user's info. 



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