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MyPlanIQ 401k Investor Trinity Health 401 K Retirement Savings Plan

Trinity Health 401 K Retirement Savings Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
US EQUITY
Mid-Cap Growth BMCIX BlackRock US Opportunities Instl
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
SMALL VALUE NSVAX Columbia Small Cap Value II Z
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
High Yield Bond DLHRX Dreyfus High Yld I
Intermediate-Term Bond FTRFX Federated Total Return Bond Svc
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl
US EQUITY
Mid-Cap Growth BMCIX BlackRock US Opportunities Instl
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
SMALL VALUE NSVAX Columbia Small Cap Value II Z
Small Growth CGOAX Columbia Small Cap Growth I A
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
LARGE VALUE AHSRX CNI Charter Socially Rspnb Eq Instl
LARGE VALUE AHRAX CNI Charter Socially Rspnb Eq N
LARGE VALUE LSGIX Loomis Sayles Value Y
LARGE GROWTH RAIEX Rainier Large Cap Equity Instl
MID-CAP VALUE DIMVX Transamerica Partners Instl Mid Value
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl
High Yield Bond DLHRX Dreyfus High Yld I
Intermediate-Term Bond FTRFX Federated Total Return Bond Svc
High Yield Bond PTHIX Dreyfus High Yld C
Total Available Funds: 15
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend HAINX Harbor International Instl 99% 3 60 0 1.02% 3.79%
US EQUITY
Mid-Cap Growth BMCIX BlackRock US Opportunities Instl 94% 3 60 0 1.1% 8.6%
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z 89% 3 60 0 1.24% 13%
SMALL VALUE NSVAX Columbia Small Cap Value II Z 85% 3 60 0 1.27% 15.99%
Small Growth CGOAX Columbia Small Cap Growth I A 53% 3 60 0 1.49% 6.39%
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock 1% 3 60 0 0.92% 13.05%
LARGE VALUE AHSRX CNI Charter Socially Rspnb Eq Instl 0% 3 60 0 0.89% 1.8%
LARGE VALUE AHRAX CNI Charter Socially Rspnb Eq N 0% 3 60 0 1.14% 7.19%
LARGE VALUE LSGIX Loomis Sayles Value Y 0% 3 60 0 0.74% 90.74%
LARGE GROWTH RAIEX Rainier Large Cap Equity Instl 0% 3 60 0 0.92% 43.51%
MID-CAP VALUE DIMVX Transamerica Partners Instl Mid Value 0% 3 60 0 0.9% 8.11%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Bond Instl 90% 3 60 0 0.94% 4.58%
High Yield Bond DLHRX Dreyfus High Yld I 89% 3 60 0 1.7% 6.86%
Intermediate-Term Bond FTRFX Federated Total Return Bond Svc 61% 3 60 0 0.38% 4.29%
High Yield Bond PTHIX Dreyfus High Yld C 45% 3 60 0 0.95% 5.88%
Average Expense Ratio: 1.04%
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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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