MyPlanIQ 401k Investor 401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC.

401K PROFIT SHARING RETIREMENT PLAN FOR SOUTHEAST CANCER NETWORK INC.

This Plan is unrated.
Investment Options
Total Available Funds: 57
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Real Est. Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Small Cap DFISX Intl Small Cap Fund
Foreign Large Value VTRIX International Value Fund
WORLD STOCK OGLYX Oppenheimer Global
Others
World Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
Financial FFSIX Financial Services Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond VWEHX High Yield Fund
WORLD BOND PGBIX PIMCO Global Bond
Total Available Funds: 57
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Real Est. Securities Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
INTERNATIONAL EQUITY
Foreign Small Cap DFISX Intl Small Cap Fund
Foreign Large Value VTRIX International Value Fund
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK TEDIX Mutual Global Discovery
Foreign Large Blend AEPGX EuroPacific Growth Fund
WORLD STOCK TEMWX Templeton World
INTERNATIONAL EQUITY VGTSX Intl Equity Index Fund
Others
World Allocation PAAIX PIMCO All Asset
World Allocation MALOX BlackRock Global Allocation
Financial FFSIX Financial Services Fund
Utilities MMUIX MFS Utilities
Health PRHSX T. Rowe Price Health Sci
Aggressive Allocation JALGX Lifestyle Growth
Conservative Allocation JALRX Lifestyle Conservative
Technology JESTX Science & Technology Fund
Technology PRSCX T. Rowe Price Sci & Tech
Moderate Allocation JALBX Lifestyle Balanced
Conservative Allocation JALMX Lifestyle Moderate
Moderate Allocation ABALX American Balanced Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond VWEHX High Yield Fund
WORLD BOND PGBIX PIMCO Global Bond
Inflation-Protected Bond PRRIX PIMCO Real Return
Multisector Bond JIPAX Strategic Income Opp Fund
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Val
US EQUITY
Small Growth VISGX Small Cap Growth Index
Small Growth VISGX Small Cap Growth Fund
Small Growth VISGX Inv Small Cap Growth
LARGE BLEND PRSGX T. Rowe Price Spectrum Inc
US Small Cap NAESX Small Cap Index Fund
LARGE GROWTH FBGRX Blue Chip Growth Fund
LARGE BLEND DSEFX Domini Social Equity
US Mid Cap VIMSX Mid Cap Index Fund
LARGE BLEND VFINX 500 Index Fund
LARGE VALUE PRFDX T. Rowe Price Equity Inc
Mid-Cap Growth TWHIX American Century Heritage
SMALL VALUE RYPNX Royce Opportunity
US EQUITY VTSMX U.S. Equity Fund
LARGE BLEND VTSMX Total Stock Market Index Fund
LARGE VALUE JVLIX John Hancock Disciplined Value
LARGE GROWTH FDCAX Capital Appreciation Fund
LARGE BLEND ISFIX Davis New York Venture
LARGE BLEND JALAX Lifestyle Aggressive
Mid-Cap Growth FRSGX Franklin Small-Mid Growth
LARGE VALUE AWSHX Washington Mutual Investors
LARGE VALUE TEBIX Mutual Beacon
LARGE GROWTH LMPFX Legg Mason ClearBr Agg Growth
LARGE GROWTH JFCIX Fundamental All Cap Core Fund
LARGE GROWTH JEGRX The Growth Fund of America
Small Growth SPVIX Small Cap Value Fund
Small Growth JCPAX Small Cap Opportunities Fund
MID-CAP VALUE JMVNX Mid Value Fund
Mid-Cap Growth JIMSX Mid Cap Stock Fund
LARGE VALUE JFVAX Fundamental Large Cap Value
MID-CAP VALUE FRAVX All Cap Value Fund
Total Available Funds: 57
  • 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 VGSIX Real Est. Securities Fund 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt 89% 1 60 0 0.84% 0.83%
INTERNATIONAL EQUITY
Foreign Small Cap DFISX Intl Small Cap Fund 100% 1 60 0 0.39% 3.03%
Foreign Large Value VTRIX International Value Fund 99% 1 60 0 0.39% 2.76%
WORLD STOCK OGLYX Oppenheimer Global 85% 1 60 0 1.31% 0%
WORLD STOCK TEDIX Mutual Global Discovery 58% 1 60 0 1.45% 1.75%
Foreign Large Blend AEPGX EuroPacific Growth Fund 57% 1 60 0 0.9% 3.64%
WORLD STOCK TEMWX Templeton World 46% 1 60 0 0.81% 0.32%
INTERNATIONAL EQUITY VGTSX Intl Equity Index Fund 16% 1 60 0 0.08% 3.12%
Others
World Allocation PAAIX PIMCO All Asset 96% 1 60 0 1.84% 3.53%
World Allocation MALOX BlackRock Global Allocation 90% 1 60 0 0.84% 0.44%
Financial FFSIX Financial Services Fund 70% 1 60 0 1.28% 0%
Utilities MMUIX MFS Utilities 66% 1 60 0 1% 6.04%
Health PRHSX T. Rowe Price Health Sci 63% 1 60 0 0.8% 5.33%
Aggressive Allocation JALGX Lifestyle Growth 63% 1 60 0 1.03% 12.31%
Conservative Allocation JALRX Lifestyle Conservative 63% 1 60 0 0.88% 6.01%
Technology JESTX Science & Technology Fund 58% 1 60 0 1.16% 0%
Technology PRSCX T. Rowe Price Sci & Tech 58% 1 60 0 0.84% 0%
Moderate Allocation JALBX Lifestyle Balanced 54% 1 60 0 1.18% 10.54%
Conservative Allocation JALMX Lifestyle Moderate 52% 1 60 0 0.92% 8.16%
Moderate Allocation ABALX American Balanced Fund 43% 1 60 0 0.31% 2.39%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 1 60 0 0.83% 3.98%
High Yield Bond VWEHX High Yield Fund 95% 1 60 0 0.13% 5.68%
WORLD BOND PGBIX PIMCO Global Bond 86% 1 60 0 0.91% 2.84%
Inflation-Protected Bond PRRIX PIMCO Real Return 80% 1 60 0 1.37% 4.44%
Multisector Bond JIPAX Strategic Income Opp Fund 22% 1 60 0 0.64% 3.58%
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Val 16% 1 60 0 NA 27.03%
US EQUITY
Small Growth VISGX Small Cap Growth Index 100% 1 60 0 0.07% 0.54%
Small Growth VISGX Small Cap Growth Fund 100% 1 60 0 0.07% 0.54%
Small Growth VISGX Inv Small Cap Growth 100% 1 60 0 0.07% 0.54%
LARGE BLEND PRSGX T. Rowe Price Spectrum Inc 99% 1 60 0 0.73% 0.83%
US Small Cap NAESX Small Cap Index Fund 99% 1 60 0 0.03% 1.4%
LARGE GROWTH FBGRX Blue Chip Growth Fund 99% 1 60 0 0.69% 0%
LARGE BLEND DSEFX Domini Social Equity 98% 1 60 0 0.71% 0.37%
US Mid Cap VIMSX Mid Cap Index Fund 98% 1 60 0 0.04% 1.35%
LARGE BLEND VFINX 500 Index Fund 98% 1 60 0 0.14% 1.27%
LARGE VALUE PRFDX T. Rowe Price Equity Inc 97% 1 60 0 1.23% 1.94%
Mid-Cap Growth TWHIX American Century Heritage 96% 1 60 0 0.01% 0%
SMALL VALUE RYPNX Royce Opportunity 95% 1 60 0 1.85% 4.65%
US EQUITY VTSMX U.S. Equity Fund 94% 1 60 0 0.03% 1.26%
LARGE BLEND VTSMX Total Stock Market Index Fund 94% 1 60 0 0.03% 1.26%
LARGE VALUE JVLIX John Hancock Disciplined Value 86% 1 60 0 0.88% 5.47%
LARGE GROWTH FDCAX Capital Appreciation Fund 73% 1 60 0 0.83% 3.39%
LARGE BLEND ISFIX Davis New York Venture 68% 1 60 0 0.95% 44.32%
LARGE BLEND JALAX Lifestyle Aggressive 49% 1 60 0 1.09% 13.53%
Mid-Cap Growth FRSGX Franklin Small-Mid Growth 41% 1 60 0 0.85% 0%
LARGE VALUE AWSHX Washington Mutual Investors 39% 1 60 0 0.26% 3.46%
LARGE VALUE TEBIX Mutual Beacon 31% 1 60 0 1.77% 2.17%
LARGE GROWTH LMPFX Legg Mason ClearBr Agg Growth 23% 1 60 0 1.24% 13.77%
LARGE GROWTH JFCIX Fundamental All Cap Core Fund 19% 1 60 0 1.22% 3.79%
LARGE GROWTH JEGRX The Growth Fund of America 0% 1 60 0 0.97% 0%
Small Growth SPVIX Small Cap Value Fund 0% 1 60 0 0.9% 0%
Small Growth JCPAX Small Cap Opportunities Fund 0% 1 60 0 3.6% 3.07%
MID-CAP VALUE JMVNX Mid Value Fund 0% 1 60 0 1.04% 0%
Mid-Cap Growth JIMSX Mid Cap Stock Fund 0% 1 60 0 0.91% 0%
LARGE VALUE JFVAX Fundamental Large Cap Value 0% 1 60 0 1.3% 8.19%
MID-CAP VALUE FRAVX All Cap Value Fund 0% 1 60 0 1.4% 0%
Average Expense Ratio: 0.89%
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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 13.0% 9.7% 5.0% 3.1% 5.4% 5.4%

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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
The plan consists of 59 funds. It covers 5 major asset classes and 29 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.


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