MyPlanIQ 401k Investor Tenet Healthcare Corp 401K Plan

Tenet Healthcare Corp 401K Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MCEMX Martin Currie Emerging Markets IS
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend SCIEX Schroder International Alpha Inv
Others
Target Date 2046-2050 LIPKX Target 2050
Target Date 2036-2040 LIKKX Target 2040
Target Date 2026-2030 LINKX Target 2030
FIXED INCOME
WORLD BOND MAWIX BlackRock Strategic Global Bond Instl
Intermediate-Term Bond FXNAX Fidelity US Bond Idx
Inflation-Protected Bond FIPDX FIAM Interm Infl-Prot Bd Idx Fd D
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS MCEMX Martin Currie Emerging Markets IS
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend SCIEX Schroder International Alpha Inv
Others
Target Date 2046-2050 LIPKX Target 2050
Target Date 2036-2040 LIKKX Target 2040
Target Date 2026-2030 LINKX Target 2030
Retirement Income LIRKX Target Retirement Today
ROOT CASH Fixed Income Fund
Target Date 2056-2060 LIZKX Target 2060
FIXED INCOME
WORLD BOND MAWIX BlackRock Strategic Global Bond Instl
Intermediate-Term Bond FXNAX Fidelity US Bond Idx
Inflation-Protected Bond FIPDX FIAM Interm Infl-Prot Bd Idx Fd D
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
US EQUITY
Small Growth CCASX Conestoga Small Cap
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I
LARGE VALUE GSFTX Columbia Dividend Income Z
LARGE GROWTH FDGRX Fidelity Growth Company
SMALL VALUE AVFIX American Beacon Small Cp Val Inst
Mid-Cap Growth BMDIX Baird MidCap Inst
MID-CAP BLEND FSMAX Fidelity Spartan Extended Mkt Idx Inst
LARGE BLEND FXAIX Fidelity Spartan 500 Index Instl
Total Available Funds: 23
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS MCEMX Martin Currie Emerging Markets IS 1% 1 60 0 0.95% 0%
REAL ESTATE
REAL ESTATE FSRNX Fidelity Spartan Real Estate Idx Instl 15% 1 60 0 0.07% 1.38%
INTERNATIONAL EQUITY
WORLD STOCK FWWFX Fidelity Worldwide 99% 1 60 0 0.95% 0.84%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 1 60 0 0.17% 0%
Foreign Large Blend SCIEX Schroder International Alpha Inv 79% 1 60 0 0.69% 1.23%
Others
Target Date 2046-2050 LIPKX Target 2050 44% 1 60 0 0.39% 1.74%
Target Date 2036-2040 LIKKX Target 2040 30% 1 60 0 0.39% 1.96%
Target Date 2026-2030 LINKX Target 2030 29% 1 60 0 0.39% 2.22%
Retirement Income LIRKX Target Retirement Today 14% 1 60 0 0.39% 2.39%
ROOT CASH Fixed Income Fund 0% 0 60 0 NA 4.14%
Target Date 2056-2060 LIZKX Target 2060 0% 1 60 0 0.39% 1.66%
FIXED INCOME
WORLD BOND MAWIX BlackRock Strategic Global Bond Instl 93% 1 60 0 0.51% 3.02%
Intermediate-Term Bond FXNAX Fidelity US Bond Idx 31% 1 60 0 0.03% 2.4%
Inflation-Protected Bond FIPDX FIAM Interm Infl-Prot Bd Idx Fd D 10% 1 60 0 0.05% 8.66%
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan 8% 1 60 0 0.52% 4.21%
US EQUITY
Small Growth CCASX Conestoga Small Cap 92% 1 60 0 0.9% 0.88%
MID-CAP VALUE SMVTX RidgeWorth Mid-Cap Value Equity I 91% 1 60 0 0.79% 1.12%
LARGE VALUE GSFTX Columbia Dividend Income Z 91% 1 60 0 1.16% 5%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 1 60 0 0.79% 4.95%
SMALL VALUE AVFIX American Beacon Small Cp Val Inst 81% 1 60 0 1.28% 15.5%
Mid-Cap Growth BMDIX Baird MidCap Inst 73% 1 60 0 1.07% 2.27%
MID-CAP BLEND FSMAX Fidelity Spartan Extended Mkt Idx Inst 69% 1 60 0 0.03% 1.13%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Instl 4% 1 60 0 0.02% 1.04%
Average Expense Ratio: 0.54%
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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 1.1% 8.3% -0.2% 4.4% 4.1% 6.9%

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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 for Portfolio Details or Follow 0.1% 7.8% -1.0% 4.8% 5.4% 6.6%

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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:THC)
The plan consists of 24 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, Foreign Equity and REITs.

Tenet Healthcare Corporation (THC), an investor-owned health care services company, operates general hospitals and related health care facilities. The company was founded in 1967 and is headquartered in Dallas, Texas with additional offices in Santa Ana, California; Coral Springs, Florida; and Philadelphia, Pennsylvania



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