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MyPlanIQ 401k Investor CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY RETIREMENT PLAN

CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY RETIREMENT PLAN Investment Model Portfolios

This Plan is unrated.
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CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY RETIREMENT PLAN
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
Others
Moderate Allocation RLBCX RLBCX
Target Date 2051+ IISAX IISAX
Target Date 2041-2045 ISJAX ISJAX
INTERNATIONAL EQUITY
WORLD STOCK RNPCX RNPCX
Foreign Large Growth TGVRX TGVRX
US EQUITY
MID-CAP VALUE GETGX GETGX
SMALL VALUE GOGFX GOGFX
LARGE VALUE MRDVX MRDVX
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVNX ODVNX
Others
Moderate Allocation RLBCX RLBCX
Target Date 2051+ IISAX IISAX
Target Date 2041-2045 ISJAX ISJAX
Aggressive Allocation IAGAX IAGAX
Target Date 2021-2025 ISDAX ISDAX
Conservative Allocation ICGAX ICGAX
Target Date 2031-2035 ISEAX ISEAX
Moderate Allocation ISGAX ISGAX
Retirement Income ISKAX ISKAX
Conservative Allocation ISPGX ISPGX
Target Date 2011-2015 ISAAX ISOAX
INTERNATIONAL EQUITY
WORLD STOCK RNPCX RNPCX
Foreign Large Growth TGVRX TGVRX
US EQUITY
MID-CAP VALUE GETGX GETGX
SMALL VALUE GOGFX GOGFX
LARGE VALUE MRDVX MRDVX
Mid-Cap Growth JDERX JDERX
LARGE BLEND RFNCX RFNCX
SMALL BLEND SMERX SMERX
LARGE GROWTH IEOPX IEOPX
Small Growth LADRX LADRX
MID-CAP BLEND IRMAX IRMAX
REAL ESTATE
Global Real Estate IGLAX IGLAX
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX
Inflation-Protected Bond PRRRX PRRRX
WORLD BOND FGBRX FGBRX
Total Available Funds: 27
  • 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 ODVNX ODVNX 63% 3 60 0 0.84% 36.22%
Others
Moderate Allocation RLBCX RLBCX 63% 3 60 0 0.31% 8.37%
Target Date 2051+ IISAX IISAX 60% 3 60 0 0.77% 0%
Target Date 2041-2045 ISJAX ISJAX 21% 3 60 0 0.46% 0%
Aggressive Allocation IAGAX IAGAX 18% 3 60 0 0.8% 23.38%
Target Date 2021-2025 ISDAX ISDAX 17% 3 60 0 0.44% 5.52%
Conservative Allocation ICGAX ICGAX 16% 3 60 0 0.66% 2.31%
Target Date 2031-2035 ISEAX ISEAX 16% 3 60 0 0.46% 2.14%
Moderate Allocation ISGAX ISGAX 13% 3 60 0 1.3% 0%
Retirement Income ISKAX ISKAX 9% 3 60 0 0.18% 3.53%
Conservative Allocation ISPGX ISPGX 0% 3 60 0 1.24% 9.06%
Target Date 2011-2015 ISAAX ISOAX 0% 3 60 0 1.05% 0%
INTERNATIONAL EQUITY
WORLD STOCK RNPCX RNPCX 62% 3 60 0 1.47% 6.8%
Foreign Large Growth TGVRX TGVRX 62% 3 60 0 1.36% 3.63%
US EQUITY
MID-CAP VALUE GETGX GETGX 63% 3 60 0 1.65% 4.82%
SMALL VALUE GOGFX GOGFX 58% 3 60 0 0.85% 6.26%
LARGE VALUE MRDVX MRDVX 55% 3 60 0 1% 9.68%
Mid-Cap Growth JDERX JDERX 54% 3 60 0 1.08% 13.38%
LARGE BLEND RFNCX RFNCX 50% 3 60 0 0.28% 8.81%
SMALL BLEND SMERX SMERX 39% 3 60 0 1.01% 10.72%
LARGE GROWTH IEOPX IEOPX 10% 3 60 0 1.27% 0%
Small Growth LADRX LADRX 9% 3 60 0 0.59% 0%
MID-CAP BLEND IRMAX IRMAX 7% 3 60 0 0.8% 0%
REAL ESTATE
Global Real Estate IGLAX IGLAX 0% 3 60 0 1.26% 20.97%
FIXED INCOME
Intermediate-Term Bond PTRRX PTRRX 65% 3 60 0 0.8% 3.67%
Inflation-Protected Bond PRRRX PRRRX 56% 3 60 0 1.37% 2.47%
WORLD BOND FGBRX FGBRX 17% 3 60 0 0.96% 4.84%
Average Expense Ratio: 0.9%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 7.3% 10.8% 4.4% 5.1% 5.9% 6.3%

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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 0.7% 11.7% 5.3% 9.6% 6.5% 6.8%

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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 27 funds. It covers 5 major asset classes and 25 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Emerging Market Equity and Foreign Equity.


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