CHS/COMMUNITY HEALTH SYSTEMS, INC. 401(k) PLAN
Investment Model Portfolios

Investment options of CHS/COMMUNITY HEALTH SYSTEMS, INC. 401(k) PLAN

Total Available Funds: 34
Asset Class Ticker Description
US EQUITY
LARGE BLEND PLFPX Principal Life Insurance Company LargeCap S P 500 Index Separate Account
MID-CAP BLEND PMFPX Principal Life Insurance Company MidCap S P 400 Index Separate Account
SMALL BLEND PSSPX Principal Life Insurance Company SmallCap S P 600 Index Separate Account
LARGE VALUE MADVX Blackrock Equity Dividend I Fund
LARGE GROWTH RGAEX The American Funds American Funds Growth Fund of Amer R4 Fund
LARGE GROWTH PTWZX Prudential Investement Management Services Jennison 20/20 Focus Z Fund
SMALL VALUE PVADX Allianz NFJ Small Cap Value Administrative Fund
LARGE VALUE MALVX Blackrock U.S. Opportunities Institutional Fund
MID-CAP VALUE NAMAX Columbia MidCap Value Z Fund
Small Growth HDMBX Hartford Small Company HLS IB Fund
MID-CAP BLEND GTAGX AIM Mid Cap Core Equity A Fund
Small Growth VSEAX JPMorgan Small Cap Equity A Fund
Others
ROOT CASH Principal Money Mkt Institutional Fund
Retirement Income PLSIX Principal LifeTime Strategic Income Institutional Fund
Target Date 2000-2010 PTTIX Principal LifeTime 2010 Institutional Fund
Target Date 2011-2015 LTINX Principal LifeTime 2015 Institutional Fund
Target Date 2016-2020 PLWIX Principal LifeTime 2020 Institutional Fund
Target Date 2021-2025 LTSTX Principal LifeTime 2025 Institutional Fund
Target Date 2026-2030 PMTIX Principal LifeTime 2030 Institutional Fund
Target Date 2031-2035 LTIUX Principal LifeTime 2035 Institutional Fund
Target Date 2036-2040 PTDIX Principal LifeTime 2040 Institutional Fund
Target Date 2041-2045 LTRIX Principal LifeTime 2045 Institutional Fund
Target Date 2050+ PPLIX Principal LifeTime 2050 Institutional Fund
Target Date 2050+ LTFIX Principal LifeTime 2055 Institutional Fund
FIXED INCOME
Multisector Bond OSIYX Oppenheimer Strategic Income Y Fund
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Fund
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz Global Investors Fund Management Allianz NFJ International Value A Fund
Foreign Large Blend BISIX Blackrock International Opportunities Institutional Fund
WORLD STOCK TEDIX Franklin Templeton Investments Mutual Global Discovery A Fund
WORLD STOCK AGAAX AIM Global Small Mid Cap Growth A Fund
Foreign Large Blend OEIAX JPMorgan International Equity Index A Fund
Foreign Large Growth OIGYX Oppenheimer International Growth Y Fund
Foreign Large Blend PIIIX Principal Diversified International Institutional Fund
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS Emerging Mkts A Fund

Investment model portfolios

We provide two types of investment model portfolios for CHS/COMMUNITY HEALTH SYSTEMS, INC. 401(k) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CHS/COMMUNITY HEALTH SYSTEMS, INC. 401(k) PLAN Strategic Asset Allocation – Optimal Moderate NA 21.55% -2.15% 1.16% 2.25% 4.63% 5.58%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CHS/COMMUNITY HEALTH SYSTEMS, INC. 401(k) PLAN Tactical Asset Allocation Moderate NA 1.33% 3.28% 3.54% 3.10% 5.59% 7.66%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.69% 4.40% 4.69% 6.67% 5.54%
Data as of 10/31/2023, Common starting date is 12/31/2000