MyPlanIQ 401k Investor GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN

GALEN HEALTH INSTITUTES INC. 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery Fund – R
Foreign Large Value MINFX MFS International Value R2
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
Small Growth HRSCX Eagle Small Cap Growth A
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK TEDRX Mutual Global Discovery Fund – R
Foreign Large Value MINFX MFS International Value R2
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv
Retirement Income PARIX T. Rowe Price Retirement Income Adv
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv
Moderate Allocation JDBRX Janus Balanced Fund R
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv
Moderate Allocation CGNRX Calamos Growth & Income R
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A
Small Growth HRSCX Eagle Small Cap Growth A
LARGE BLEND MXVIX Great-West S&P 500 Index Fund I
MID-CAP BLEND LVORX Lord Abbett Value Opportunities R3
LARGE VALUE FEISX Nuveen Dividend Value R3
Total Available Funds: 22
  • 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
WORLD STOCK TEDRX Mutual Global Discovery Fund – R 57% 3 60 0 1.45% 1.55%
Foreign Large Value MINFX MFS International Value R2 18% 3 60 0 0.61% 0%
Others
Target Date 2036-2040 PARDX T. Rowe Price Retirement 2040 Adv 67% 3 60 0 0.6% 7.41%
Target Date 2026-2030 PARCX T. Rowe Price Retirement 2030 Adv 67% 3 60 0 1.08% 10.35%
Target Date 2016-2020 PARBX T. Rowe Price Retirement 2020 Adv 62% 3 60 0 0.78% 11.7%
Target Date 2046-2050 PARFX T. Rowe Price Retirement 2050 Adv 53% 3 60 0 0.63% 6.43%
Retirement Income PARIX T. Rowe Price Retirement Income Adv 45% 3 60 0 0.49% 9.3%
Target Date 2051+ PAROX T. Rowe Price Retirement 2055 Adv 21% 3 60 0 1.14% 5.72%
Moderate Allocation JDBRX Janus Balanced Fund R 12% 3 60 0 0.7% 2.54%
Target Date 2011-2015 PARHX T. Rowe Price Retirement 2015 Adv 11% 3 60 0 0.76% 10.9%
Target Date 2041-2045 PARLX T. Rowe Price Retirement 2045 Adv 10% 3 60 0 1.12% 6.43%
Target Date 2021-2025 PARJX T. Rowe Price Retirement 2025 Adv 9% 3 60 0 1.05% 11.04%
Target Date 2031-2035 PARKX T. Rowe Price Retirement 2035 Adv 8% 3 60 0 0.84% 8.13%
Moderate Allocation CGNRX Calamos Growth & Income R 0% 3 60 0 1.33% 5.99%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE JVASX JPMorgan Value Advantage Select 89% 3 60 0 1.04% 1.48%
Mid-Cap Growth PEEAX Prudential Jennison Mid Cap Growth A 55% 3 60 0 1.08% 4.35%
Small Growth HRSCX Eagle Small Cap Growth A 44% 3 60 0 0.71% 34.88%
LARGE BLEND MXVIX Great-West S&P 500 Index Fund I 22% 3 60 0 0.51% 1.34%
MID-CAP BLEND LVORX Lord Abbett Value Opportunities R3 9% 3 60 0 1.01% 1.42%
LARGE VALUE FEISX Nuveen Dividend Value R3 0% 3 60 0 1.22% 1.11%
Average Expense Ratio: 0.9%
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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 1.8% 18.5% 7.0% 9.0% 5.8% 7.4%

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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 22 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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