MyPlanIQ INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401K PLAN

INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value HISIX Homestead Funds
Foreign Large Growth WIEIX William Blair Funds: International Equity Fund; Class I Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Small Growth TCMSX Professionally Managed Portfolios: TCM Small Cap Growth Fund
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value HISIX Homestead Funds
Foreign Large Growth WIEIX William Blair Funds: International Equity Fund; Class I Shares
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Small Growth TCMSX Professionally Managed Portfolios: TCM Small Cap Growth Fund
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares
LARGE GROWTH CISGX Touchstone Institutional Funds Trust: Sands Capital Institutional Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 9
  • 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 Value HISIX Homestead Funds 83% 3 60 0 1.16% 5.91%
Foreign Large Growth WIEIX William Blair Funds: International Equity Fund; Class I Shares 0% 3 60 0 1% 1.49%
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
US EQUITY
LARGE VALUE PRFDX T Rowe Price Equity Income Fund 97% 3 60 0 1.23% 1.94%
Small Growth TCMSX Professionally Managed Portfolios: TCM Small Cap Growth Fund 90% 3 60 0 1.3% 0%
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund 85% 3 60 0 1.17% 3.33%
LARGE BLEND VIIIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Plus Shares 78% 3 60 0 0.02% 1.37%
LARGE GROWTH CISGX Touchstone Institutional Funds Trust: Sands Capital Institutional Growth Fund 0% 3 60 0 1.78% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Average Expense Ratio: 0.99%
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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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