MyPlanIQ THE INFIRMARY 401K PLAN

THE INFIRMARY 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
FOREIGN SMALL/MID GROWTH TWEGX American Century World Mutual Funds
US EQUITY
LARGE VALUE FAIRX Fairholme Funds
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE ACMVX American Century Capital Portfolios
FIXED INCOME
Inflation-Protected Bond BPLBX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; BlackRock Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend ARTIX Artisan Partners Funds
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares
FOREIGN SMALL/MID GROWTH TWEGX American Century World Mutual Funds
US EQUITY
LARGE VALUE FAIRX Fairholme Funds
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP VALUE ACMVX American Century Capital Portfolios
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE MDLVX BlackRock Large Cap Series Funds
FIXED INCOME
Inflation-Protected Bond BPLBX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; BlackRock Shares
Total Available Funds: 10
  • 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 ARTIX Artisan Partners Funds 91% 3 60 0 0.97% 1.9%
Foreign Large Blend REREX EuroPacific Growth Fund; Class R-4 Shares 56% 3 60 0 0.9% 3.73%
FOREIGN SMALL/MID GROWTH TWEGX American Century World Mutual Funds 0% 3 60 0 1.42% 4.62%
US EQUITY
LARGE VALUE FAIRX Fairholme Funds 97% 3 60 0 1% 0.51%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.36%
MID-CAP VALUE ACMVX American Century Capital Portfolios 90% 3 60 0 1.23% 5.33%
SMALL VALUE AVPAX American Beacon Funds: American Beacon Small Cap Value Fund; Investor Class Shares 80% 3 60 0 1.28% 5.07%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.05%
LARGE VALUE MDLVX BlackRock Large Cap Series Funds 35% 3 60 0 0.79% 2.89%
FIXED INCOME
Inflation-Protected Bond BPLBX BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; BlackRock Shares 97% 3 60 0 0.81% 3.27%
Average Expense Ratio: 1.05%
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Related Retirement Plans
THE INFIRMARY 401(K) 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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