MyPlanIQ PROHEALTH RETIREMENT SAVINGS PLAN

PROHEALTH RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price International Funds
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares
Natural Resources PGNAX Prudential Jennison Natural Resources Fund
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth WBSIX William Blair Funds: Small Cap Growth Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T Rowe Price International Funds
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares
Natural Resources PGNAX Prudential Jennison Natural Resources Fund
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares
Target Date 2036-2040 AAGTX American Funds Target Date Retirement Series: American Funds 2040 Target Date Retirement Fund; Class A Shares
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
Small Growth WBSIX William Blair Funds: Small Cap Growth Fund; Class I Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH AGTHX Growth Fund of America
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund
SMALL BLEND VSISX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Signal Shares
LARGE VALUE VVISX Vanguard Index Funds: Vanguard Value Index Fund; Signal Shares
LARGE GROWTH SGROX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Investor Class Shares
LARGE BLEND VTSSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Signal Class Shares
SMALL BLEND RLPHX Royce Fund: Royce Low-Priced Stock Fund; Investment Class Shares
LARGE GROWTH VIGSX Vanguard Index Funds: Vanguard Growth Index Fund; Signal Class Shares
Total Available Funds: 20
  • 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 PRMSX T Rowe Price International Funds 82% 3 60 0 0% 1.07%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.59%
Others
Target Date 2046-2050 AALTX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class A Shares 61% 3 60 0 0.73% 2.59%
Natural Resources PGNAX Prudential Jennison Natural Resources Fund 49% 3 60 0 0.9% 2.02%
Target Date 2000-2010 AAATX American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class A Shares 44% 3 60 0 0.28% 3.6%
Target Date 2036-2040 AAGTX American Funds Target Date Retirement Series: American Funds 2040 Target Date Retirement Fund; Class A Shares 41% 3 60 0 1.46% 2.73%
Target Date 2026-2030 AAETX American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class A Shares 39% 3 60 0 0.33% 2.84%
Target Date 2016-2020 AACTX American Funds Target Date Retirement Series: American Funds 2020 Target Date Retirement Fund; Class A Shares 32% 3 60 0 0.3% 3.36%
US EQUITY
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 98% 3 60 0 0.94% 6.16%
Small Growth WBSIX William Blair Funds: Small Cap Growth Fund; Class I Shares 70% 3 60 0 1.24% 1.66%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 12.56%
LARGE BLEND ANCFX Fundamental Investors 53% 3 60 0 0.28% 6.41%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.34%
MID-CAP BLEND FLPSX Fidelity Puritan Trust: Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 17.2%
SMALL BLEND VSISX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Signal Shares 0% 3 60 0 0.16% 1.34%
LARGE VALUE VVISX Vanguard Index Funds: Vanguard Value Index Fund; Signal Shares 0% 3 60 0 0.1% 2.53%
LARGE GROWTH SGROX Wells Fargo Funds Trust: Wells Fargo Advantage Growth Fund; Investor Class Shares 0% 3 60 0 1.29% 14.19%
LARGE BLEND VTSSX Vanguard Index Funds: Vanguard Total Stock Market Index Fund; Signal Class Shares 0% 3 60 0 0.06% 1.97%
SMALL BLEND RLPHX Royce Fund: Royce Low-Priced Stock Fund; Investment Class Shares 0% 3 60 0 1.26% 15.81%
LARGE GROWTH VIGSX Vanguard Index Funds: Vanguard Growth Index Fund; Signal Class Shares 0% 3 60 0 0.1% 1.35%
Average Expense Ratio: 0.62%
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Related Retirement Plans
PROHEALTH 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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