MyPlanIQ HEALTH FIRST INC. RETIREMENT SAVINGS PLAN

HEALTH FIRST INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2036-2040 LPREX BlackRock Funds III: LifePath 2040 Portfolio; Investor A Shares
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Moderate Allocation RLBEX American Balanced Fund; Class R-4 Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH AGTHX Growth Fund of America
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ANWPX New Perspective Fund; Class A Shares
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2036-2040 LPREX BlackRock Funds III: LifePath 2040 Portfolio; Investor A Shares
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares
Moderate Allocation RLBEX American Balanced Fund; Class R-4 Shares
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares
Long/Short Equity HSGFX Hussman Investment Trust: Hussman Strategic Growth Fund
World Allocation PAUIX PIMCO Funds: PIMCO All Asset All Authority Fund; Institutional Class Shares
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth RPFFX Royce Fund: Royce Premier Fund; Service Class Shares
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
Total Available Funds: 15
  • 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 ANWPX New Perspective Fund; Class A Shares 72% 3 60 0 1.47% 5.44%
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 26% 3 60 0 0.9% 3.64%
Others
Target Date 2036-2040 LPREX BlackRock Funds III: LifePath 2040 Portfolio; Investor A Shares 98% 3 60 0 1.04% 1.29%
Target Date 2026-2030 STLDX BlackRock Funds III: LifePath 2030 Portfolio; Institutional Shares 96% 3 60 0 0.34% 3.1%
Moderate Allocation RLBEX American Balanced Fund; Class R-4 Shares 84% 3 60 0 0.31% 2.36%
Retirement Income STLAX BlackRock Funds III: LifePath Retirement Portfolio; Institutional Shares 51% 3 60 0 0.84% 3.62%
Long/Short Equity HSGFX Hussman Investment Trust: Hussman Strategic Growth Fund 31% 3 60 0 1.21% 3.18%
World Allocation PAUIX PIMCO Funds: PIMCO All Asset All Authority Fund; Institutional Class Shares 6% 3 60 0 3.61% 3.4%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 53% 3 60 0 0.07% 4.24%
Multisector Bond LSBDX Loomis Sayles Funds I: Loomis Sayles Bond Fund; Institutional Class 30% 3 60 0 0.6% 5.33%
US EQUITY
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 95% 3 60 0 0.26% 3.46%
LARGE BLEND ANCFX Fundamental Investors 69% 3 60 0 0.28% 1.65%
LARGE GROWTH AGTHX Growth Fund of America 47% 3 60 0 0.3% 0%
Mid-Cap Growth RPFFX Royce Fund: Royce Premier Fund; Service Class Shares 47% 3 60 0 2.24% 6.97%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 12% 3 60 0 1.83% 0%
Average Expense Ratio: 1.02%
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Related Retirement Plans
HEALTH FIRST RETIREMENT SAVINGS 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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