MyPlanIQ CH HOLDINGS INC. 401K SALARY AND PROFIT SHARING PLAN

CH HOLDINGS INC. 401K SALARY AND PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
FIXED INCOME
Intermediate-Term Bond JFLEX JANUS FLEXIBLE BD I
High Yield Bond PHYYX PUTN HIGH YIELD TR Y
US EQUITY
SMALL VALUE VSMIX IVK SMALL CAP VAL Y
SMALL BLEND FSCIX FA SMALL CAP I
MID-CAP VALUE JMVSX JPM MID CAP VAL SEL
Total Available Funds: 13
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
FIXED INCOME
Intermediate-Term Bond JFLEX JANUS FLEXIBLE BD I
High Yield Bond PHYYX PUTN HIGH YIELD TR Y
US EQUITY
SMALL VALUE VSMIX IVK SMALL CAP VAL Y
SMALL BLEND FSCIX FA SMALL CAP I
MID-CAP VALUE JMVSX JPM MID CAP VAL SEL
LARGE BLEND JDESX JPM DISCPL EQ SELECT
LARGE VALUE ACGMX IVK GRTH & INC Y
Mid-Cap Growth FIIMX FA MID CAP II I
SMALL BLEND DISSX DREY SM CAP STK IDX
LARGE BLEND DSPIX DREY BASIC S&P 500
LARGE GROWTH PPUPX PIF LGCP GRTH I R5
LARGE GROWTH JACTX JANUS FORTY T
Total Available Funds: 13
  • 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 Growth TIVRX THORNBURG INT VAL R5 94% 3 60 0 1.16% 2.43%
FIXED INCOME
Intermediate-Term Bond JFLEX JANUS FLEXIBLE BD I 97% 3 60 0 0.7% 4.43%
High Yield Bond PHYYX PUTN HIGH YIELD TR Y 0% 3 60 0 0.75% 6.76%
US EQUITY
SMALL VALUE VSMIX IVK SMALL CAP VAL Y 94% 3 60 0 1.1% 5.76%
SMALL BLEND FSCIX FA SMALL CAP I 91% 3 60 0 2.15% 1.36%
MID-CAP VALUE JMVSX JPM MID CAP VAL SEL 85% 3 60 0 1.14% 6.49%
LARGE BLEND JDESX JPM DISCPL EQ SELECT 82% 3 60 0 0.6% 1.42%
LARGE VALUE ACGMX IVK GRTH & INC Y 81% 3 60 0 0.79% 13.71%
Mid-Cap Growth FIIMX FA MID CAP II I 80% 3 60 0 1.25% 5.29%
SMALL BLEND DISSX DREY SM CAP STK IDX 79% 3 60 0 0.5% 9.02%
LARGE BLEND DSPIX DREY BASIC S&P 500 77% 3 60 0 0.2% 25.05%
LARGE GROWTH PPUPX PIF LGCP GRTH I R5 77% 3 60 0 0.59% 7.39%
LARGE GROWTH JACTX JANUS FORTY T 6% 3 60 0 1.64% 9.9%
Average Expense Ratio: 0.97%
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Related Retirement Plans
CH HOLDINGS, INC. 401(K) SALARY AND PROFIT SHARING PLAN
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*
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
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