MyPlanIQ TEXAS HEALTH 401K RETIREMENT PLAN

TEXAS HEALTH 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value GCIIX Goldman Sachs Trust: Goldman Sachs Structured International Equity Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
US EQUITY
LARGE VALUE BIGRX American Century Quantitative Equity Funds
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE SESVX SEI Institutional Managed Trust: Small Cap Value Fund; Class A Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value GCIIX Goldman Sachs Trust: Goldman Sachs Structured International Equity Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares
US EQUITY
LARGE VALUE BIGRX American Century Quantitative Equity Funds
LARGE GROWTH FCNTX Fidelity Contrafund
SMALL VALUE SESVX SEI Institutional Managed Trust: Small Cap Value Fund; Class A Shares
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares
Small Growth ARTSX Artisan Partners Funds
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor 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
Foreign Large Value GCIIX Goldman Sachs Trust: Goldman Sachs Structured International Equity Fund; Institutional Shares 78% 3 60 0 1.43% 2.98%
FIXED INCOME
Intermediate-Term Bond ADFIX American Century Investment Trust: Diversified Bond Fund; Investor Class Shares 97% 3 60 0 0.39% 3.94%
US EQUITY
LARGE VALUE BIGRX American Century Quantitative Equity Funds 97% 3 60 0 0.91% 1.71%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 3.75%
SMALL VALUE SESVX SEI Institutional Managed Trust: Small Cap Value Fund; Class A Shares 82% 3 60 0 0.89% 3.6%
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares 77% 3 60 0 0.2% 1.52%
Small Growth ARTSX Artisan Partners Funds 69% 3 60 0 1.07% 0%
LARGE VALUE AWSHX Washington Mutual Investors Fund; Class A Shares 39% 3 60 0 0.26% 6.65%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.68%
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Related Retirement Plans
TEXAS HEALTH 401(K) RETIREMENT 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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