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MyPlanIQ 401k Investor Surgical Centers LLP 401k

Surgical Centers LLP 401k

Investment Menu Rating:

Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Others
Aggressive Allocation JILGX JHancock Lifestyle Grow Active Strategy
Moderate Allocation JILBX JHancock Lifestyle Bal Active Strategy
Conservative Allocation JILCX JHancock Lifestyle Con Active Strategy
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
WORLD STOCK OPPAX Oppenheimer Global
Foreign Large Blend VGTSX Intl Equity Index Fund
US EQUITY
Small Growth VISGX Small Cap Growth Fund
LARGE BLEND VFINX 500 Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
Total Available Funds: 31
Asset Class Ticker Description Rating
Others
Aggressive Allocation JILGX JHancock Lifestyle Grow Active Strategy
Moderate Allocation JILBX JHancock Lifestyle Bal Active Strategy
Conservative Allocation JILCX JHancock Lifestyle Con Active Strategy
Moderate Allocation RLBFX American Balanced Fund
Conservative Allocation JILMX JHancock Lifestyle Mod Active Strategy
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
WORLD STOCK OPPAX Oppenheimer Global
Foreign Large Blend VGTSX Intl Equity Index Fund
Foreign Large Value JIVIX International Value Fund
US EQUITY
Small Growth VISGX Small Cap Growth Fund
LARGE BLEND VFINX 500 Index Fund
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE BLEND VTSMX Total Stock Market Index Fund
SMALL VALUE JESVX Small Cap Value Fund
LARGE GROWTH VIGAX Vanguard Growth Index Fund
LARGE VALUE RWMFX Washington Mutual Investors
LARGE BLEND JILAX JHancock Lifestyle Agg Active Strategy
MID-CAP BLEND JECIX Mid Cap Index Fund
SMALL VALUE DFFVX DFA US Targeted Value Fund
SMALL BLEND JESIX Small Cap Index Fund
LARGE BLEND RICFX Investment Company of America
LARGE GROWTH RGAFX The Growth Fund of America
LARGE GROWTH LSIFX Legg Mason ClearBr Agg Growth
SMALL BLEND JISOX Small Cap Opportunities Fund
LARGE BLEND ISBAX Davis New York Venture
MID-CAP VALUE JVIOX Mid Value Fund
Mid-Cap Growth JIMSX Mid Cap Stock Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Total Bond Market Fund
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Val
High Yield Bond JIHLX High Yield Fund
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
Others
Aggressive Allocation JILGX JHancock Lifestyle Grow Active Strategy 84% 3 60 0 0.97% 13.46%
Moderate Allocation JILBX JHancock Lifestyle Bal Active Strategy 79% 3 60 0 1.18% 10.53%
Conservative Allocation JILCX JHancock Lifestyle Con Active Strategy 79% 3 60 0 1.33% 3.46%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 8.91%
Conservative Allocation JILMX JHancock Lifestyle Mod Active Strategy 77% 3 60 0 0.92% 6.68%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund 94% 3 60 0 0.84% 13.89%
WORLD STOCK OPPAX Oppenheimer Global 48% 3 60 0 1.31% 22.07%
Foreign Large Blend VGTSX Intl Equity Index Fund 16% 3 60 0 0.08% 3.25%
Foreign Large Value JIVIX International Value Fund 0% 3 60 0 0.89% 11.55%
US EQUITY
Small Growth VISGX Small Cap Growth Fund 100% 3 60 0 0.07% 0.45%
LARGE BLEND VFINX 500 Index Fund 97% 3 60 0 0.14% 1.18%
LARGE VALUE VIVAX Vanguard Value Index Fund 95% 3 60 0 0.05% 2.18%
LARGE BLEND VTSMX Total Stock Market Index Fund 94% 3 60 0 0.03% 1.19%
SMALL VALUE JESVX Small Cap Value Fund 92% 3 60 0 1.33% 11.17%
LARGE GROWTH VIGAX Vanguard Growth Index Fund 84% 3 60 0 0.04% 0.35%
LARGE VALUE RWMFX Washington Mutual Investors 83% 3 60 0 0.26% 10.42%
LARGE BLEND JILAX JHancock Lifestyle Agg Active Strategy 81% 3 60 0 1.29% 15.05%
MID-CAP BLEND JECIX Mid Cap Index Fund 80% 3 60 0 0.54% 8.93%
SMALL VALUE DFFVX DFA US Targeted Value Fund 78% 3 60 0 0.29% 1.96%
SMALL BLEND JESIX Small Cap Index Fund 78% 3 60 0 0.6% 7.93%
LARGE BLEND RICFX Investment Company of America 76% 3 60 0 0.58% 11.15%
LARGE GROWTH RGAFX The Growth Fund of America 75% 3 60 0 0.63% 11.32%
LARGE GROWTH LSIFX Legg Mason ClearBr Agg Growth 65% 3 60 0 1.24% 14.05%
SMALL BLEND JISOX Small Cap Opportunities Fund 63% 3 60 0 0.87% 2.48%
LARGE BLEND ISBAX Davis New York Venture 41% 3 60 0 0.95% 9.62%
MID-CAP VALUE JVIOX Mid Value Fund 0% 3 60 0 0.66% 6.3%
Mid-Cap Growth JIMSX Mid Cap Stock Fund 0% 3 60 0 0.91% 0%
FIXED INCOME
Intermediate-Term Bond VBMFX Total Bond Market Fund 100% 3 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT STABLEVALUE John Hancock Stable Val 16% 1 60 0 NA 19.62%
High Yield Bond JIHLX High Yield Fund 0% 3 60 0 0.86% 1.1%
Average Expense Ratio: 0.67%
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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 0.8% 23.4% 13.8% 13.2% 9.2% 8.6%

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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 1.1% 25.8% 16.6% 16.5% 10.6% 10.4%

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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(Ticker:)
The plan consists of 31 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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