MyPlanIQ 401k Investor Robert Wood Johnson University Hospital 403b Plan

Robert Wood Johnson University Hospital 403b Plan

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK AGTIX AllianceBern Global Thematic Gr I
WORLD STOCK TGADX Templeton Growth Adv
Others
Moderate Allocation MSFJX MFS Total Return R4
Technology DRGTX Allianz RCM Technology Instl
Financial DVFYX Davis Financial Y
US EQUITY
LARGE BLEND EIUTX Eaton Vance Dividend Builder I
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
WORLD STOCK AGTIX AllianceBern Global Thematic Gr I
WORLD STOCK TGADX Templeton Growth Adv
Others
Moderate Allocation MSFJX MFS Total Return R4
Technology DRGTX Allianz RCM Technology Instl
Financial DVFYX Davis Financial Y
Moderate Allocation ACEIX Van Kampen Equity and Income A
Technology SLMCX Seligman Communications & Information A
Health ETHSX Eaton Vance Worldwide Health Sci A
US EQUITY
LARGE BLEND EIUTX Eaton Vance Dividend Builder I
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
LARGE BLEND PJGZX Prudential Jennison Equity Opp Z
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst
LARGE VALUE RWMFX American Funds Washington Mutual R5
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl
LARGE BLEND MIGYX Oppenheimer Main Street Y
LARGE BLEND PSIFX Prudential Stock Index Z
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
LARGE GROWTH PJFZX Prudential Jennison Growth Z
LARGE BLEND DNVYX Davis NY Venture Y
Mid-Cap Growth AMGAX Alger MidCap Growth A
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government PGVZX Prudential Government Income Z
SHORT GOVERNMENT FSUAX Franklin Limited Maturity US Govt Adv
Total Available Funds: 25
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 3.91%
WORLD STOCK AGTIX AllianceBern Global Thematic Gr I 89% 3 60 0 0.77% 0.27%
WORLD STOCK TGADX Templeton Growth Adv 81% 3 60 0 0.79% 1.31%
Others
Moderate Allocation MSFJX MFS Total Return R4 83% 3 60 0 0.39% 6.77%
Technology DRGTX Allianz RCM Technology Instl 58% 3 60 0 1.17% 0%
Financial DVFYX Davis Financial Y 54% 3 60 0 0.72% 7.96%
Moderate Allocation ACEIX Van Kampen Equity and Income A 49% 3 60 0 1.04% 7.14%
Technology SLMCX Seligman Communications & Information A 47% 3 60 0 1.43% 6.33%
Health ETHSX Eaton Vance Worldwide Health Sci A 43% 3 60 0 1.46% 2.46%
US EQUITY
LARGE BLEND EIUTX Eaton Vance Dividend Builder I 91% 3 60 0 0.75% 3.72%
Small Growth SBPYX Legg Mason ClearBridge Small Cap Gr I 91% 3 60 0 0.9% 0.41%
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 3.28%
LARGE BLEND PJGZX Prudential Jennison Equity Opp Z 88% 3 60 0 2.27% 10.06%
SMALL VALUE GSSIX Goldman Sachs Small Cap Value Inst 86% 3 60 0 1% 4.64%
LARGE VALUE RWMFX American Funds Washington Mutual R5 84% 3 60 0 0.26% 6.92%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Instl 83% 3 60 0 1.18% 5.28%
LARGE BLEND MIGYX Oppenheimer Main Street Y 82% 3 60 0 0.8% 7.92%
LARGE BLEND PSIFX Prudential Stock Index Z 76% 3 60 0 0.19% 13.79%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 8.75%
LARGE GROWTH PJFZX Prudential Jennison Growth Z 74% 3 60 0 1.71% 7.45%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 8.88%
Mid-Cap Growth AMGAX Alger MidCap Growth A 43% 3 60 0 1.95% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
Intermediate Government PGVZX Prudential Government Income Z 70% 3 60 0 0.48% 3.64%
SHORT GOVERNMENT FSUAX Franklin Limited Maturity US Govt Adv 0% 3 60 0 0.67% 1.74%
Average Expense Ratio: 0.99%
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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 5.6% 17.2% 4.4% 9.4% 7.1% 8.3%

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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 25 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan is created upon a user's request. 



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