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MyPlanIQ 401k Investor SAINT LUKES 403(B) PLAN

SAINT LUKES 403(B) PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
SAINT LUKE'S 403(B) PLAN
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Retirement Income ARTOX Amer Cent Income
Target Date 2021-2025 ARWIX Amer Cent Strng2025
Target Date 2041-2045 AROIX Amer Cent Strng2045
INTERNATIONAL EQUITY
Foreign Large Value MINHX MFS Intl Val
Foreign Large Blend REREX Amer Fds Europac
Foreign Large Blend VTSGX Vanguard Totl Intl
US EQUITY
LARGE VALUE AAGPX Amer Beac LgCap Val
SMALL VALUE TASVX Target SmCap Val
Small Growth PRNHX T Rowe New Hrzns
Total Available Funds: 24
Asset Class Ticker Description Rating
Others
Retirement Income ARTOX Amer Cent Income
Target Date 2021-2025 ARWIX Amer Cent Strng2025
Target Date 2041-2045 AROIX Amer Cent Strng2045
Target Date 2031-2035 ARYIX Amer Cent Strng2035
Target Date 2046-2050 ARFVX Amer Cent Strng2050
Target Date 2026-2030 ARCVX Amer Cent Strng2030
Target Date 2036-2040 ARDVX Amer Cent Strng2040
Moderate Allocation ACEIX Invesco Eqty Inc
Target Date 2016-2020 ARBVX Amer Cent Strng2020
Target Date 2011-2015 ARFIX Amer Cent Strng2015
INTERNATIONAL EQUITY
Foreign Large Value MINHX MFS Intl Val
Foreign Large Blend REREX Amer Fds Europac
Foreign Large Blend VTSGX Vanguard Totl Intl
US EQUITY
LARGE VALUE AAGPX Amer Beac LgCap Val
SMALL VALUE TASVX Target SmCap Val
Small Growth PRNHX T Rowe New Hrzns
SMALL BLEND DISSX Dreyfus SmCap Stk
LARGE GROWTH MCGFX Aston M&C Growth
LARGE BLEND DISFX TAP Instl Stk Indx
MID-CAP BLEND PESPX Dreyfus Mid Cap
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Totl Rtrn
High Yield Bond CPHYX Pincipal Hgh Yield
Intermediate-Term Bond DBMIX Dreyfus Bd Mkt
Inflation-Protected Bond ABTPX Amer Beac Infl Prot
Total Available Funds: 24
  • 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
Others
Retirement Income ARTOX Amer Cent Income 99% 1 60 0 1% 8.57%
Target Date 2021-2025 ARWIX Amer Cent Strng2025 99% 1 60 0 1.02% 4.7%
Target Date 2041-2045 AROIX Amer Cent Strng2045 99% 1 60 0 0.88% 11.89%
Target Date 2031-2035 ARYIX Amer Cent Strng2035 99% 1 60 0 1.08% 10.75%
Target Date 2046-2050 ARFVX Amer Cent Strng2050 95% 1 60 0 0.54% 13.87%
Target Date 2026-2030 ARCVX Amer Cent Strng2030 83% 1 60 0 0.59% 12.04%
Target Date 2036-2040 ARDVX Amer Cent Strng2040 82% 1 60 0 0.64% 12.65%
Moderate Allocation ACEIX Invesco Eqty Inc 49% 1 60 0 1.04% 7.16%
Target Date 2016-2020 ARBVX Amer Cent Strng2020 0% 1 60 0 0.77% 7.44%
Target Date 2011-2015 ARFIX Amer Cent Strng2015 0% 1 60 0 0.78% 4.44%
INTERNATIONAL EQUITY
Foreign Large Value MINHX MFS Intl Val 60% 1 60 0 0.61% 8.78%
Foreign Large Blend REREX Amer Fds Europac 57% 1 60 0 0.9% 14.03%
Foreign Large Blend VTSGX Vanguard Totl Intl 0% 1 60 0 0.18% 3.25%
US EQUITY
LARGE VALUE AAGPX Amer Beac LgCap Val 97% 1 60 0 0.94% 13.77%
SMALL VALUE TASVX Target SmCap Val 90% 1 60 0 0.79% 1.56%
Small Growth PRNHX T Rowe New Hrzns 80% 1 60 0 0.79% 11.71%
SMALL BLEND DISSX Dreyfus SmCap Stk 79% 1 60 0 0.5% 15.29%
LARGE GROWTH MCGFX Aston M&C Growth 59% 1 60 0 0.91% 33.84%
LARGE BLEND DISFX TAP Instl Stk Indx 0% 1 60 0 0.3% 1.72%
MID-CAP BLEND PESPX Dreyfus Mid Cap 0% 1 60 0 0.51% 12.76%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Totl Rtrn 66% 1 60 0 0.8% 4.37%
High Yield Bond CPHYX Pincipal Hgh Yield 64% 1 60 0 0.52% 5.93%
Intermediate-Term Bond DBMIX Dreyfus Bd Mkt 62% 1 60 0 0.4% 3.31%
Inflation-Protected Bond ABTPX Amer Beac Infl Prot 0% 1 60 0 0.69% 0%
Average Expense Ratio: 0.72%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.3% 3.3% 2.9% 7.2% 5.7% 7.0%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% -2.5% -4.0% 1.2% 1.4% 2.5%

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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
The plan consists of 24 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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