MyPlanIQ CHS/COMMUNITY HEALTH SYSTEMS INC. RETIREMENT SAVINGS PLAN

CHS/COMMUNITY HEALTH SYSTEMS INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Investment Trust: RS Emerging Markets Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
Others
Target Date 2016-2020 PLWIX Principal Funds
Retirement Income PLSIX Principal Funds
Target Date 2011-2015 LTINX Principal Funds
FIXED INCOME
Multisector Bond OSIYX Oppenheimer Strategic Funds Trust: Oppenheimer Global Strategic Income Fund; Class Y Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares
MID-CAP BLEND MPSIX Principal Funds
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Investment Trust: RS Emerging Markets Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares
Others
Target Date 2016-2020 PLWIX Principal Funds
Retirement Income PLSIX Principal Funds
Target Date 2011-2015 LTINX Principal Funds
Target Date 2021-2025 LTSTX Principal Funds
FIXED INCOME
Multisector Bond OSIYX Oppenheimer Strategic Funds Trust: Oppenheimer Global Strategic Income Fund; Class Y Shares
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
US EQUITY
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares
MID-CAP BLEND MPSIX Principal Funds
SMALL BLEND PSSIX Principal Funds
LARGE BLEND PLFIX Principal Funds
Small Growth VSEAX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Class A Shares
LARGE GROWTH RGAEX Growth Fund of America
LARGE BLEND PLSAX Principal Funds
Total Available Funds: 17
  • 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 GBEMX RS Investment Trust: RS Emerging Markets Fund; Class A Shares 63% 3 60 0 1.34% 2.35%
INTERNATIONAL EQUITY
Foreign Large Growth OIGYX Oppenheimer International Growth Fund; Class Y Shares 92% 3 60 0 1.1% 11.21%
WORLD STOCK TEDIX Franklin Mutual Series Funds: Mutual Global Discovery Fund; Class A Shares 58% 3 60 0 1.45% 7.4%
Others
Target Date 2016-2020 PLWIX Principal Funds 90% 3 60 0 0.91% 5.21%
Retirement Income PLSIX Principal Funds 84% 3 60 0 1.4% 2.69%
Target Date 2011-2015 LTINX Principal Funds 83% 3 60 0 0.91% 4.83%
Target Date 2021-2025 LTSTX Principal Funds 76% 3 60 0 0.81% 4.41%
FIXED INCOME
Multisector Bond OSIYX Oppenheimer Strategic Funds Trust: Oppenheimer Global Strategic Income Fund; Class Y Shares 85% 3 60 0 1.05% 5.64%
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares 66% 3 60 0 0.8% 3.76%
US EQUITY
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares 94% 3 60 0 1.1% 6.9%
LARGE VALUE MADVX BlackRock Equity Dividend Fund; Institutional Shares 91% 3 60 0 1% 7.28%
MID-CAP BLEND MPSIX Principal Funds 82% 3 60 0 0.42% 4.07%
SMALL BLEND PSSIX Principal Funds 78% 3 60 0 0.54% 4.97%
LARGE BLEND PLFIX Principal Funds 76% 3 60 0 0.52% 4.62%
Small Growth VSEAX JPMorgan Trust I: JPMorgan Small Cap Equity Fund; Class A Shares 57% 3 60 0 1.75% 5.09%
LARGE GROWTH RGAEX Growth Fund of America 39% 3 60 0 0.3% 8.46%
LARGE BLEND PLSAX Principal Funds 32% 3 60 0 0.52% 4.36%
Average Expense Ratio: 0.94%
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Model Portfolios

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*
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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
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