SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Investment Model Portfolios

Investment options of SXC HEALTH SOLUTIONS, INC. 401(k) PLAN

Total Available Funds: 21

Asset Class

Ticker

Description

US EQUITY
LARGE VALUE	MDLVX	BlackRock BlackRock Large Cap Value Fund
LARGE BLEND	NYVTX	Davis Funds Davis NY Venture Fund
MID-CAP VALUE	GCMAX	Goldman Sachs Goldman Sachs Mid Cap Value Fund
LARGE GROWTH	MXXIX	Colombia Colombia Marisco 21st Century Fund
Mid-Cap Growth	THGRX	Thornburg Thornburg Core Growth Fund
MID-CAP BLEND	FLVIX	Fidelity Investments Fidelity Advisor Leveraged Co. Stock Fund
SMALL BLEND	GSCIX	Aberdeen Aberdeen Small Cap Fund
SMALL VALUE	VSOIX	Victory Victory Small Company Opportunity Fund
LARGE BLEND	IAFGX	American Funds American Funds Capital Word Growth Income Fund
Small Growth	PSCZX	JennisonDryden Jennison Small Company Fund
MID-CAP BLEND	QSCYX	OppenheimerFunds Oppenheimer Small Mid Cap Value Fund

INTERNATIONAL EQUITY
Foreign Large Blend	TGVIX	Thornburg Thornburg International Value Fund

Others
Moderate Allocation	ACETX	Van Kampen Van Kampen Equity & Income Fund
World Allocation	MALOX	BlackRock BlackRock Global Allocation Fund
Technology	SCMIX	Seligman Seligman Communications Information Fund
ROOT	CASH	Bank of Amer N.A. Bank of Amer N.A. rtmt Preservation Tr

FIXED INCOME
Intermediate Government	HLGAX	JPMorgan JPMorgan Government Bond Fund
Intermediate-Term Bond	MGFIX	Managers Funds The Managers Bond Fund
Multisector Bond	NEZYX	Natixis Funds Loomis Sayles Strategic Income Fund
Inflation-Protected Bond	PRRRX	Pimco Pimco Real Return bond FD CLA

Emerging Market
DIVERSIFIED EMERGING MKTS	LZEMX	Lazard Lazard Emerging Mkts Portfolio

Investment model portfolios

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

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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	Inception
SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Strategic Asset Allocation - Optimal Moderate	1.94%	6.31%	4.84%	8.09%	4.53%	5.43%	6.03%	7.48%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-4.31%	8.32%	8.91%	18.53%	12.39%	13.02%	10.12%	8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	0.22%	6.30%	4.36%	9.01%	5.84%	6.67%	5.91%	5.57%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	SXC HEALTH SO... Moderate	-1.62	6.31	4.84	8.09	4.53	5.43	6.03	7.48	1.94	9.85	12.55	-18.11	6.59	12.97	19.01	-6.69	6.59	9.48	-1.51	3.11	11.55	13.73	-2.33	13.11	27.21	-27.22	16.26	16.37	12.01	15.79	36.98	-0.72	11.59	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-2.69	8.32	8.91	18.53	12.39	13.02	10.12	8.27	-4.31	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.44	6.30	4.36	9.01	5.84	6.67	5.91	5.57	0.22	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	SXC HEALTH SO... Moderate	NA	0.76	0.53	0.45	0.34	NA	NA	0.60	0.54	0.79	1.04	-1.38	0.61	0.70	2.80	-0.78	1.08	1.04	-0.19	0.43	1.57	1.81	-0.19	1.17	1.73	-1.36	1.45	1.68	1.65	1.91	4.67	-0.19	0.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.59	0.94	0.83	0.66	NA	NA	0.45	0.41	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.82	0.73	0.60	0.49	NA	NA	0.51	1.05	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	SXC HEALTH SO... Moderate	NA	10.76	10.37	10.86	10.76	NA	NA	10.70	13.58	7.91	8.52	14.15	10.71	18.05	6.26	10.34	5.49	8.88	8.21	7.10	7.33	7.56	12.28	11.16	15.63	20.77	9.06	7.71	5.90	7.76	7.76	9.81	10.27	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.83	17.23	17.43	18.48	NA	NA	18.10	24.35	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.47	10.12	10.09	10.41	NA	NA	11.48	12.44	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	SXC HEALTH SO... Moderate	NA	10.52	12.18	25.77	25.77	NA	NA	38.88	9.83	5.69	9.58	24.81	7.93	23.93	3.33	13.64	2.98	7.19	8.66	6.86	7.86	6.89	13.88	9.55	16.43	37.01	6.69	9.10	4.49	8.47	7.13	11.03	10.47	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	SXC HEALTH SO... Moderate	NA	5.18	5.21	4.50	4.04	NA	NA	3.87	NA	0.76	4.89	3.63	6.31	3.17	3.69	1.94	0.30	2.45	5.44	8.10	1.81	2.51	3.14	1.84	2.29	3.72	7.21	5.67	6.63	3.58	3.21	3.14	3.48	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 03/31/2025, AR inception 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	Inception
SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Tactical Asset Allocation Moderate	1.44%	2.60%	0.92%	33.33%	16.12%	11.50%	12.87%	12.95%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-4.31%	8.32%	8.91%	18.53%	12.39%	13.02%	10.12%	8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	0.22%	6.30%	4.36%	9.01%	5.84%	6.67%	5.91%	5.57%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	SXC HEALTH SO... Moderate	-0.43	2.60	0.92	33.33	16.12	11.50	12.87	12.95	1.44	1.44	7.82	220.11	-1.07	18.60	8.12	-6.21	3.78	6.92	-3.71	-1.48	10.99	4.89	-4.23	7.72	25.46	-1.71	21.69	19.40	18.72	12.59	27.99	6.97	6.19	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-2.69	8.32	8.91	18.53	12.39	13.02	10.12	8.27	-4.31	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.44	6.30	4.36	9.01	5.84	6.67	5.91	5.57	0.22	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	SXC HEALTH SO... Moderate	NA	-0.08	-0.10	0.53	0.36	NA	NA	0.42	0.22	-0.40	0.62	1.66	-0.12	2.14	1.46	-1.03	0.48	1.25	-0.82	-0.24	1.82	0.93	-0.40	0.69	2.60	-0.45	1.71	1.90	2.65	1.36	4.78	1.07	0.65	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.59	0.94	0.83	0.66	NA	NA	0.45	0.41	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.82	0.73	0.60	0.49	NA	NA	0.51	1.05	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	SXC HEALTH SO... Moderate	NA	5.45	6.77	59.32	42.13	NA	NA	27.63	5.82	5.41	6.70	131.97	9.35	8.60	4.55	7.37	6.54	5.37	4.55	6.17	6.03	5.18	10.61	11.12	9.75	5.91	10.85	8.41	6.20	8.54	5.71	5.44	5.82	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.83	17.23	17.43	18.48	NA	NA	18.10	24.35	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.47	10.12	10.09	10.41	NA	NA	11.48	12.44	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	SXC HEALTH SO... Moderate	NA	6.65	9.84	17.35	17.35	NA	NA	17.35	3.88	5.43	7.87	12.68	10.73	6.32	3.08	12.71	5.09	3.13	6.49	7.02	4.39	5.04	12.52	9.92	4.53	5.13	8.67	11.77	4.81	10.38	3.58	5.28	4.90	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	SXC HEALTH SO... Moderate	NA	3.60	83.90	52.47	27.80	NA	NA	15.33	NA	1.15	3.30	259.58	4.91	5.20	2.99	3.25	0.05	3.90	2.87	5.53	2.45	2.53	3.49	2.33	3.90	3.03	11.27	7.06	7.10	1.73	4.10	4.48	6.51	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 03/31/2025, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
SXC HEALTH SOLUTIONS, INC. 401(k) PLAN Asset Allocation Composite Moderate	NA	23.91%	2.68%	7.61%	6.83%	7.82%	9.14%	10.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	36.15%	11.75%	15.91%	13.27%	14.01%	10.60%	8.75%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	23.52%	4.14%	7.43%	6.41%	7.28%	6.30%	5.90%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	SXC HEALTH SO... Moderate	1.30	23.91	2.68	7.61	6.83	7.82	9.14	10.29	NA	13.08	11.22	-18.59	32.47	2.06	17.84	-5.06	10.57	12.46	-2.66	3.81	21.92	11.23	-1.58	13.10	21.96	3.26	13.77	13.47	8.53	12.72	39.49	11.09	3.66	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	0.78	36.15	11.75	15.91	13.27	14.01	10.60	8.75	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	0.81	23.52	4.14	7.43	6.41	7.28	6.30	5.90	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	SXC HEALTH SO... Moderate	NA	1.02	-0.10	0.33	0.50	NA	NA	0.88	NA	0.84	0.83	-1.66	1.58	0.16	2.64	-0.64	1.72	1.62	-0.43	0.43	2.49	1.25	-0.10	1.23	2.40	0.29	1.10	1.26	0.95	1.40	5.55	1.92	0.22	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.59	0.94	0.83	0.66	NA	NA	0.45	0.41	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.82	0.73	0.60	0.49	NA	NA	0.51	1.05	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	SXC HEALTH SO... Moderate	NA	7.82	10.06	12.87	10.48	NA	NA	9.65	NA	7.86	8.38	12.03	20.48	11.40	6.22	9.92	5.79	7.56	6.20	8.73	8.78	8.91	16.06	10.57	9.09	7.94	9.77	8.12	6.73	8.42	6.98	5.19	6.10	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.83	17.23	17.43	18.48	NA	NA	18.10	24.35	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.47	10.12	10.09	10.41	NA	NA	11.48	12.44	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	SXC HEALTH SO... Moderate	NA	4.99	20.69	21.33	21.33	NA	NA	21.33	NA	4.99	9.43	20.69	8.30	18.33	3.55	12.40	2.18	4.72	7.06	7.10	6.52	9.81	16.95	10.02	5.18	6.77	8.57	9.31	5.62	8.82	3.33	2.49	5.13	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	SXC HEALTH SO... Moderate	NA	4.93	5.26	9.53	6.97	NA	NA	5.29	NA	0.98	4.52	2.96	29.32	5.30	2.79	2.60	5.67	3.05	2.96	8.24	2.63	2.38	2.72	3.53	4.74	4.39	5.76	4.49	5.21	2.66	2.41	6.06	6.39	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 09/30/2024, AR inception is 12/31/2000

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