MyPlanIQ NATIONAL HEALTHCARE CORPORATION 401K PLAN

NATIONAL HEALTHCARE CORPORATION 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
SHORT GOVERNMENT FSGVX Federated US Government Securities Fund: 1-3 Years; Institutional Shares
Short-Term Bond FSTIX Federated Income Securities Trust: Federated Short-Term Income Fund; Institutional Shares
SHORT GOVERNMENT DSIGX Dreyfus Short-Intermediate Government Fund
US EQUITY
Mid-Cap Growth FGSAX Federated Equity Funds: Federated MDT Mid Cap Growth Strategies Fund; Class A Shares
LARGE VALUE BIGRX American Century Quantitative Equity Funds
Small Growth LAUAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class A Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
World Allocation MALOX BlackRock Global Allocation Fund
FIXED INCOME
SHORT GOVERNMENT FSGVX Federated US Government Securities Fund: 1-3 Years; Institutional Shares
Short-Term Bond FSTIX Federated Income Securities Trust: Federated Short-Term Income Fund; Institutional Shares
SHORT GOVERNMENT DSIGX Dreyfus Short-Intermediate Government Fund
US EQUITY
Mid-Cap Growth FGSAX Federated Equity Funds: Federated MDT Mid Cap Growth Strategies Fund; Class A Shares
LARGE VALUE BIGRX American Century Quantitative Equity Funds
Small Growth LAUAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class A 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
WORLD STOCK CWGIX Capital World Growth & Income Fund; Class A Shares 69% 3 60 0 0.53% 3.47%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 32% 3 60 0 0.9% 3.64%
Others
World Allocation MALOX BlackRock Global Allocation Fund 56% 3 60 0 0.84% 0.44%
FIXED INCOME
SHORT GOVERNMENT FSGVX Federated US Government Securities Fund: 1-3 Years; Institutional Shares 61% 3 60 0 0.37% 3.16%
Short-Term Bond FSTIX Federated Income Securities Trust: Federated Short-Term Income Fund; Institutional Shares 60% 3 60 0 0.66% 1.98%
SHORT GOVERNMENT DSIGX Dreyfus Short-Intermediate Government Fund 0% 3 60 0 0.47% 0%
US EQUITY
Mid-Cap Growth FGSAX Federated Equity Funds: Federated MDT Mid Cap Growth Strategies Fund; Class A Shares 95% 3 60 0 0.85% 0%
LARGE VALUE BIGRX American Century Quantitative Equity Funds 28% 3 60 0 0.91% 1.47%
Small Growth LAUAX Columbia Acorn Trust: Columbia Acorn USA Fund; Class A Shares 0% 3 60 0 1.08% 0%
Average Expense Ratio: 0.73%
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Related Retirement Plans
NATIONAL HEALTHCARE CORPORATION 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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