MyPlanIQ 401k Investor STANFORD HOSPITAL AND CLINICS RETIREMENT PLAN

STANFORD HOSPITAL AND CLINICS RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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STANFORD HOSPITAL AND CLINICS RETIREMENT PLAN
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX Cohen & Steers Global Realty
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate CSSPX Cohen & Steers Global Realty
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International
Foreign Large Blend FSIIX Fidelity Spartan International Index
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
JAPAN STOCK FJSCX Fidelity Japan Smaller Company
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Retirement Income FFFAX Fidelity Freedom Income
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
ROOT CASH Fidelity Retiment Government Money Market
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Indx
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FSTMX Fidelity Spartan Total Market Index
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE BLEND RFNFX American Funds Fundamental
SMALL BLEND FSLCX Fidelity Small Cap Stock
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap
LARGE BLEND FSMAX Fidelity Spartan 500 Index
MID-CAP BLEND FLPSX Fidelity Low Price Stock
Total Available Funds: 33
  • 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
Global Real Estate CSSPX Cohen & Steers Global Realty 85% 3 60 0 0.9% 1.29%
Emerging Market
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets 82% 3 60 0 0.9% 0.64%
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.76%
Foreign Large Blend FSIIX Fidelity Spartan International Index 86% 3 60 0 0.17% 2.9%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 82% 3 60 0 1.43% 2.48%
JAPAN STOCK FJSCX Fidelity Japan Smaller Company 59% 3 60 0 0.91% 4.48%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 5.67%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 4.82%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 3.03%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 95% 3 60 0 0.66% 4.72%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 5%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 5.19%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 4.63%
Target Date 2050+ FFFHX Fidelity Freedom 2050 94% 3 60 0 0.75% 4.23%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 91% 3 60 0 0.75% 4.36%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 87% 3 60 0 0.42% 3.49%
ROOT CASH Fidelity Retiment Government Money Market 0% 0 60 0 NA 2.6%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 0% 3 60 0 0.44% 6.09%
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income 91% 3 60 0 1.16% 5.83%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 3 60 0 0.5% 4.49%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 3 60 0 0.45% 5.42%
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Indx 0% 3 60 0 0.13% 2.17%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 5.37%
LARGE BLEND FSTMX Fidelity Spartan Total Market Index 93% 3 60 0 0.09% 1.25%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 9.28%
LARGE BLEND RFNFX American Funds Fundamental 87% 3 60 0 0.6% 1.14%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 3 60 0 0.67% 6.2%
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock 77% 3 60 0 0.75% 5.46%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index 76% 3 60 0 0.1% 1.26%
SMALL BLEND OPMYX Oppenheimer Main Street Small Cap 71% 3 60 0 1.06% 0.45%
LARGE BLEND FSMAX Fidelity Spartan 500 Index 70% 3 60 0 0.03% 0.52%
MID-CAP BLEND FLPSX Fidelity Low Price Stock 1% 3 60 0 0.92% 13.78%
Average Expense Ratio: 0.61%
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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% 7.7% 1.0% 6.8% 5.7% 7.7%

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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 -5.7% 5.2% 3.8% 8.8% 6.8%

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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 0.4% 9.5% 2.2% 7.0% 3.7% 6.0%

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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 33 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.


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