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MyPlanIQ 401k Investor Optumbank HSA Investment Plan

Optumbank HSA Investment Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
Others
Moderate Allocation VWENX VWENX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
WORLD STOCK CWGFX CWGFX
US EQUITY
LARGE GROWTH TRBCX TRBCX
Mid-Cap Growth NBGIX NBGIX
LARGE VALUE VEIRX VEIRX
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX ODMAX
Others
Moderate Allocation VWENX VWENX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
Moderate Allocation VSMGX VSMGX
EQUITY MKDVX MKDVX
Health VGHAX VGHAX
EQUITY SWYEX SWYEX
EQUITY SWYGX SWYGX
EQUITY SWYLX SWYLX
EQUITY SWYMX SWYMX
EQUITY SWYNX SWYNX
ROOT CASH Cash
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
WORLD STOCK CWGFX CWGFX
US EQUITY
LARGE GROWTH TRBCX TRBCX
Mid-Cap Growth NBGIX NBGIX
LARGE VALUE VEIRX VEIRX
LARGE BLEND VTSAX VTSAX
SMALL BLEND VSMAX VSMAX
LARGE BLEND VFIAX VFIAX
MID-CAP BLEND VEXAX VEXAX
MID-CAP BLEND VIMAX VIMAX
LARGE GROWTH TAGRX TAGRX
MID-CAP BLEND FLPSX FLPSX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
FIXED INCOME
Intermediate-Term Bond DODIX DODIX
High Yield Bond LHYAX LHYAX
Intermediate Government PAGNX PAGNX
Inflation-Protected Bond PRTNX PRTNX
Short-Term Bond PTLAX PTLAX
Total Available Funds: 31
  • 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 ODMAX ODMAX 64% 3 60 0 0.84% 35%
Others
Moderate Allocation VWENX VWENX 89% 3 60 0 0.17% 11.82%
Aggressive Allocation VASGX VASGX 89% 3 60 0 0.14% 4.48%
Conservative Allocation VSCGX VSCGX 89% 3 60 0 0.12% 5.71%
Moderate Allocation VSMGX VSMGX 83% 3 60 0 0.13% 5.55%
EQUITY MKDVX MKDVX 64% 3 60 0 1% 10.36%
Health VGHAX VGHAX 62% 3 60 0 0.3% 3.17%
EQUITY SWYEX SWYEX 47% 3 60 0 0.08% 2.71%
EQUITY SWYGX SWYGX 47% 3 60 0 0.08% 2.46%
EQUITY SWYLX SWYLX 47% 3 60 0 0.08% 5.87%
EQUITY SWYMX SWYMX 47% 3 60 0 0.08% 2.24%
EQUITY SWYNX SWYNX 46% 3 60 0 0.08% 2.16%
ROOT CASH Cash 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX 100% 3 60 0 0.42% 12.71%
WORLD STOCK CWGFX CWGFX 64% 3 60 0 0.53% 11.05%
US EQUITY
LARGE GROWTH TRBCX TRBCX 100% 3 60 0 1.23% 5.83%
Mid-Cap Growth NBGIX NBGIX 91% 3 60 0 1.34% 14.4%
LARGE VALUE VEIRX VEIRX 85% 3 60 0 0.28% 1.89%
LARGE BLEND VTSAX VTSAX 80% 3 60 0 0.03% 1.29%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.52%
LARGE BLEND VFIAX VFIAX 78% 3 60 0 0.14% 1.3%
MID-CAP BLEND VEXAX VEXAX 75% 3 60 0 0.06% 1.32%
MID-CAP BLEND VIMAX VIMAX 73% 3 60 0 0.04% 1.59%
LARGE GROWTH TAGRX TAGRX 63% 3 60 0 1.15% 12.25%
MID-CAP BLEND FLPSX FLPSX 1% 3 60 0 0.92% 13.05%
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 3.9%
FIXED INCOME
Intermediate-Term Bond DODIX DODIX 87% 3 60 0 0.33% 4.35%
High Yield Bond LHYAX LHYAX 63% 3 60 0 0.6% 7.26%
Intermediate Government PAGNX PAGNX 59% 3 60 0 1.67% 4.22%
Inflation-Protected Bond PRTNX PRTNX 58% 3 60 0 1.37% 2.99%
Short-Term Bond PTLAX PTLAX 53% 3 60 0 1.05% 3.91%
Average Expense Ratio: 0.48%
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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 -0.0% 8.0% 0.5% 4.3% 4.4% 5.7%

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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 0.6% 2.3% 1.9% 4.8% 3.4% 3.4%

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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 20 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income, REITs and Emerging Market Equity.
OptumHealth Bank HSA plan


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