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MyPlanIQ 401k Investor ALLSCRIPTS HEALTHCARE LLC RETIREMENT SAVINGS PLAN

ALLSCRIPTS HEALTHCARE LLC RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX Schwab Mngd Ret Trust 2030 Cl II
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl II
Target Date 2016-2020 SWCRX Schwab Mngd Ret Trust 2020 Cl II
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg International Value I
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund
LARGE GROWTH MLAIX MainStay Large Cap Growth I
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity Fund Class Institutional
Total Available Funds: 20
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX Schwab Mngd Ret Trust 2030 Cl II
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl II
Target Date 2016-2020 SWCRX Schwab Mngd Ret Trust 2020 Cl II
Target Date 2000-2010 SWBRX Schwab Mngd Ret Trust 2010 Cl II
Target Date 2031-2035 SWIRX Schwab Mngd Ret Trust 2035 Cl II
Target Date 2011-2015 SWGRX Schwab Mngd Ret Trust 2015 Cl II
Target Date 2021-2025 SWHRX Schwab Mngd Ret Trust 2025 Cl II
Technology DRGTX Allianz RCM Technology Institutional Fund
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg International Value I
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund
LARGE GROWTH MLAIX MainStay Large Cap Growth I
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity Fund Class Institutional
Mid-Cap Growth MPEGX Morgan Stanley Institutional Mid Cap Growth Fund Class I
LARGE BLEND SWPPX Schwab S&P 500 Index
Small Growth IHSAX Hartford Small Company Fund Class A
LARGE VALUE MEIJX MFS Value Fund Class R4
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund Class
Total Available Funds: 20
  • 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
Target Date 2026-2030 SWDRX Schwab Mngd Ret Trust 2030 Cl II 97% 1 60 0 0.42% 11.24%
Target Date 2036-2040 SWERX Schwab Mngd Ret Trust 2040 Cl II 96% 1 60 0 0.5% 9.81%
Target Date 2016-2020 SWCRX Schwab Mngd Ret Trust 2020 Cl II 96% 1 60 0 0.29% 27.36%
Target Date 2000-2010 SWBRX Schwab Mngd Ret Trust 2010 Cl II 95% 1 60 0 0.26% 19.34%
Target Date 2031-2035 SWIRX Schwab Mngd Ret Trust 2035 Cl II 70% 1 60 0 0.47% 7.14%
Target Date 2011-2015 SWGRX Schwab Mngd Ret Trust 2015 Cl II 70% 1 60 0 0.28% 8.84%
Target Date 2021-2025 SWHRX Schwab Mngd Ret Trust 2025 Cl II 69% 1 60 0 0.35% 10.03%
Technology DRGTX Allianz RCM Technology Institutional Fund 58% 1 60 0 1.17% 3.05%
INTERNATIONAL EQUITY
Foreign Large Growth TGVIX Thornburg International Value I 94% 1 60 0 1.36% 3.98%
Foreign Large Blend REREX American Funds EuroPacific Gr R4 57% 1 60 0 0.9% 14.16%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 14.04%
US EQUITY
MID-CAP VALUE GCMAX Goldman Sachs Mid-Cap Value Fund 93% 1 60 0 1.18% 14.15%
LARGE GROWTH MLAIX MainStay Large Cap Growth I 90% 1 60 0 1.33% 17.57%
SMALL BLEND SCETX RidgeWorth Small Cap Value Equity Fund Class Institutional 90% 1 60 0 1.46% 1.2%
Mid-Cap Growth MPEGX Morgan Stanley Institutional Mid Cap Growth Fund Class I 80% 1 60 0 0.74% 0%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 1 60 0 0.02% 0.21%
Small Growth IHSAX Hartford Small Company Fund Class A 33% 1 60 0 0.99% 0%
LARGE VALUE MEIJX MFS Value Fund Class R4 0% 1 60 0 0.8% 9.08%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 1 60 0 0.83% 4.63%
High Yield Bond MHYIX MainStay High Yield Corporate Bond Fund Class 72% 1 60 0 0.96% 6.22%
Average Expense Ratio: 0.76%
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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 to Create Model Portfolio

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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% 4.5% -1.8% 2.1% 1.1% 2.8%

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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 22 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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