MyPlanIQ 401k Investor Nashville Vanguard Health Systems 401K Plan

Nashville Vanguard Health Systems 401K Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
ROOT CASH Maxim Money Market Portfolio
Target Date 2050+ MXFSX 2050 Portfolio
Target Date 2036-2040 MXDSX 2040 Portfolio
FIXED INCOME
Intermediate-Term Bond MXBIX Maxim Bond Index Portfolio
SHORT GOVERNMENT STABLEVALUE Great-West Guaranteed Fixed Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Investor
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE GROWTH PRWAX T. Rowe Price New America Growth
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
ROOT CASH Maxim Money Market Portfolio
Target Date 2050+ MXFSX 2050 Portfolio
Target Date 2036-2040 MXDSX 2040 Portfolio
Target Date 2026-2030 MXSQX 2030 Portfolio
Target Date 2016-2020 MXSMX 2020 Portfolio
FIXED INCOME
Intermediate-Term Bond MXBIX Maxim Bond Index Portfolio
SHORT GOVERNMENT STABLEVALUE Great-West Guaranteed Fixed Fund
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Investor
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A
LARGE GROWTH PRWAX T. Rowe Price New America Growth
MID-CAP BLEND FMDCX Federated Mid Cap Index SS
SMALL BLEND MASKX BlackRock Russell 2000 Index Coll F
Mid-Cap Growth MXMGX Maxim T. Rowe Price MidCap Growth Port.
LARGE BLEND PNIEX BlackRock Equity Index - Collective F
Total Available Funds: 16
  • 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 EFA BlackRock EAFE Equity Index 100% 3 60 0 0.33% 2.9%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.86%
Others
ROOT CASH Maxim Money Market Portfolio 0% 0 60 0 NA 4.14%
Target Date 2050+ MXFSX 2050 Portfolio 0% 3 60 0 0.66% 15.71%
Target Date 2036-2040 MXDSX 2040 Portfolio 0% 3 60 0 0.64% 46.37%
Target Date 2026-2030 MXSQX 2030 Portfolio 0% 3 60 0 0.6% 0.62%
Target Date 2016-2020 MXSMX 2020 Portfolio 0% 3 60 0 0.6% 1.81%
FIXED INCOME
Intermediate-Term Bond MXBIX Maxim Bond Index Portfolio 33% 3 60 0 0.5% 1.99%
SHORT GOVERNMENT STABLEVALUE Great-West Guaranteed Fixed Fund 16% 1 60 0 NA 27.03%
US EQUITY
LARGE VALUE AAGPX American Beacon Lg Cap Value Investor 98% 3 60 0 0.94% 1.57%
MID-CAP VALUE GCMAX Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
LARGE GROWTH PRWAX T. Rowe Price New America Growth 90% 3 60 0 1.06% 5.16%
MID-CAP BLEND FMDCX Federated Mid Cap Index SS 79% 3 60 0 0.32% 11.71%
SMALL BLEND MASKX BlackRock Russell 2000 Index Coll F 78% 3 60 0 0.37% 2.98%
Mid-Cap Growth MXMGX Maxim T. Rowe Price MidCap Growth Port. 24% 3 60 0 1.02% 1.63%
LARGE BLEND PNIEX BlackRock Equity Index - Collective F 0% 3 60 0 0.18% 0%
Average Expense Ratio: 0.66%
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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 7.6% 23.3% 9.4% 11.6% 8.0% 8.5%

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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 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, REITs and Fixed Income.

 



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