MyPlanIQ 401k Investor UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN

UNITED HEALTH CARE GROUP INC 401K PROFIT SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST (ABEMX)
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 (RERGX)
Others
World Allocation PAAIX PIM ALL ASSET INST (PAAIX)
Retirement Income WFBTX WF DJ TARGET TODAY
Target Date 2051+ WFQHX WF DJ TARGET 2055
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME
SHORT GOVERNMENT STABLEVALUE UHG STABLE VALUE
Intermediate-Term Bond SSBMX SSGA BOND INDEX C
US EQUITY
Mid-Cap Growth NMCIX WT MID CAP OPPS
LARGE BLEND VIIIX VANG INST INDEX PLUS (VIIIX)
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL (VMCPX)
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST (ABEMX)
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 (RERGX)
Others
World Allocation PAAIX PIM ALL ASSET INST (PAAIX)
Retirement Income WFBTX WF DJ TARGET TODAY
Target Date 2051+ WFQHX WF DJ TARGET 2055
Target Date 2046-2050 WFQGX WF DJ TARGET 2050
Target Date 2041-2045 WFQSX WF DJ TARGET 2045
Target Date 2036-2040 WFFTX WF DJ TARGET 2040
Target Date 2031-2035 WFQTX WF DJ TARGET 2035
Target Date 2026-2030 WFETX WF DJ TARGET 2030
Target Date 2021-2025 WFGYX WF DJ TARGET 2025
Target Date 2016-2020 WFDTX WF DJ TARGET 2020
Target Date 2011-2015 WFQEX WF DJ TARGET 2015
Target Date 2000-2010 WFCTX WF DJ TARGET 2010
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME
SHORT GOVERNMENT STABLEVALUE UHG STABLE VALUE
Intermediate-Term Bond SSBMX SSGA BOND INDEX C
US EQUITY
Mid-Cap Growth NMCIX WT MID CAP OPPS
LARGE BLEND VIIIX VANG INST INDEX PLUS (VIIIX)
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL (VMCPX)
SMALL BLEND VSCPX VANG SM CP IDX IS PL (VSCPX)
SMALL BLEND FMACX PYR SMALL COMPANY FD
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
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST (ABEMX) 77% 3 60 0 1.1% 1.75%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX AF EUROPAC GROWTH R6 (RERGX) 32% 3 60 0 0.9% 4.03%
Others
World Allocation PAAIX PIM ALL ASSET INST (PAAIX) 96% 3 60 0 1.84% 3.53%
Retirement Income WFBTX WF DJ TARGET TODAY 0% 3 60 0 0.86% 0%
Target Date 2051+ WFQHX WF DJ TARGET 2055 0% 3 60 0 0.93% 1.71%
Target Date 2046-2050 WFQGX WF DJ TARGET 2050 0% 3 60 0 0.93% 0%
Target Date 2041-2045 WFQSX WF DJ TARGET 2045 0% 3 60 0 0.93% 0%
Target Date 2036-2040 WFFTX WF DJ TARGET 2040 0% 3 60 0 0.93% 0%
Target Date 2031-2035 WFQTX WF DJ TARGET 2035 0% 3 60 0 0.93% 0%
Target Date 2026-2030 WFETX WF DJ TARGET 2030 0% 3 60 0 0.92% 0%
Target Date 2021-2025 WFGYX WF DJ TARGET 2025 0% 3 60 0 0.91% 0%
Target Date 2016-2020 WFDTX WF DJ TARGET 2020 0% 3 60 0 0.91% 0%
Target Date 2011-2015 WFQEX WF DJ TARGET 2015 0% 3 60 0 0.9% 0%
Target Date 2000-2010 WFCTX WF DJ TARGET 2010 0% 3 60 0 0.88% 0%
FIXED INCOME
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 3 60 0 0.33% 3.91%
SHORT GOVERNMENT STABLEVALUE UHG STABLE VALUE 16% 3 60 0 NA 27.03%
Intermediate-Term Bond SSBMX SSGA BOND INDEX C 0% 3 60 0 0.51% 0.4%
US EQUITY
Mid-Cap Growth NMCIX WT MID CAP OPPS 86% 3 60 0 0.83% 0.73%
LARGE BLEND VIIIX VANG INST INDEX PLUS (VIIIX) 78% 3 60 0 0.02% 1.37%
MID-CAP BLEND VMCPX VANG MD CP IDX IS PL (VMCPX) 20% 3 60 0 0.04% 1.52%
SMALL BLEND VSCPX VANG SM CP IDX IS PL (VSCPX) 15% 3 60 0 0.05% 1.56%
SMALL BLEND FMACX PYR SMALL COMPANY FD 0% 3 60 0 NA 0%
Average Expense Ratio: 0.78%
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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 7.9% 22.6% 5.7% 8.2% 6.1% 7.3%

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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 4 major asset classes and 20 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, US Equity and Foreign Equity.


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