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MyPlanIQ UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS and 401K PLAN

UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS and 401K PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Value NGRRX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class I Shares
Foreign Large Value NAIGX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class A Shares
Foreign Large Growth MAIOX Columbia Funds Series Trust: Columbia Marsico International Opportunities Fund; Class A Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 12
Asset Class Ticker Description Rating
Others
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares
INTERNATIONAL EQUITY
Foreign Large Value NGRRX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class I Shares
Foreign Large Value NAIGX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class A Shares
Foreign Large Growth MAIOX Columbia Funds Series Trust: Columbia Marsico International Opportunities Fund; Class A Shares
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE GROWTH CHCGX Gardner Lewis Investment Trust: Chesapeake Core Growth Fund
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares
Total Available Funds: 12
  • 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
World Allocation PAAIX PIMCO Funds: PIMCO All Asset Fund; Institutional Class Shares 96% 3 60 0 1.84% 7.93%
INTERNATIONAL EQUITY
Foreign Large Value NGRRX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class I Shares 86% 3 60 0 1.15% 0.26%
Foreign Large Value NAIGX Nuveen Investment Trust II: Nuveen Tradewinds International Value Fund; Class A Shares 52% 3 60 0 1.14% 0.01%
Foreign Large Growth MAIOX Columbia Funds Series Trust: Columbia Marsico International Opportunities Fund; Class A Shares 0% 3 60 0 1.49% 0%
US EQUITY
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares 99% 3 60 0 0.03% 1.39%
MID-CAP BLEND VIMSX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Investor Shares 98% 3 60 0 0.04% 1.46%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.8%
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares 80% 3 60 0 0.05% 1.52%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 12.08%
SMALL VALUE PCVAX Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares 56% 3 60 0 0.89% 4.5%
LARGE GROWTH CHCGX Gardner Lewis Investment Trust: Chesapeake Core Growth Fund 29% 3 60 0 1.76% 8.12%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares 65% 3 60 0 0.8% 4.32%
Average Expense Ratio: 0.92%
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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*
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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 to Create Model Portfolio

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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
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