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MyPlanIQ 401k Investor Ascension 403b Plan

Ascension 403b Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE GROWTH PLGIX Principal LargeCap Growth I Inst
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Federal Money Market Inv
Intermediate-Term Bond BAGIX Baird Aggregate Bond Instl
High Yield Bond IHIYX Transamerica High Yield Bond R4
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
SMALL VALUE DFFVX DFA US Targeted Value I
LARGE GROWTH PLGIX Principal LargeCap Growth I Inst
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
Small Growth HISCX Hartford SmallCap Growth HLS IA
LARGE BLEND SEECX Steward Large Cap Enhanced Index Instl
SMALL BLEND VSCPX Vanguard Small Cap Index InstlPlus
Mid-Cap Growth JDMNX Janus Henderson Enterprise N
MIDDLE VALUE TOTFX Transamerica Mid Cap Value Opportunities R4
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Federal Money Market Inv
Intermediate-Term Bond BAGIX Baird Aggregate Bond Instl
High Yield Bond IHIYX Transamerica High Yield Bond R4
SHORT GOVERNMENT STABLEVALUE TFLIC Guaranteed Pooled Fund
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 Small/Mid Blend DFISX DFA International Small Company I 100% 3 60 0 0.39% 3.47%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 14.04%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.38%
SMALL VALUE DFFVX DFA US Targeted Value I 78% 3 60 0 0.29% 1.96%
LARGE GROWTH PLGIX Principal LargeCap Growth I Inst 78% 3 60 0 0.59% 13.85%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 3.05%
Small Growth HISCX Hartford SmallCap Growth HLS IA 75% 3 60 0 0.64% 22.7%
LARGE BLEND SEECX Steward Large Cap Enhanced Index Instl 68% 3 60 0 0.58% 4%
SMALL BLEND VSCPX Vanguard Small Cap Index InstlPlus 15% 3 60 0 0.05% 1.55%
Mid-Cap Growth JDMNX Janus Henderson Enterprise N 1% 3 60 0 0.92% 7.49%
MIDDLE VALUE TOTFX Transamerica Mid Cap Value Opportunities R4 0% 3 60 0 1.25% 15.8%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Federal Money Market Inv 95% 3 60 0 0.1% 3.86%
Intermediate-Term Bond BAGIX Baird Aggregate Bond Instl 83% 3 60 0 0.3% 4.3%
High Yield Bond IHIYX Transamerica High Yield Bond R4 62% 3 60 0 0.6% 6.57%
SHORT GOVERNMENT STABLEVALUE TFLIC Guaranteed Pooled Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.51%
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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 5.0% 29.3% 23.2% 15.1% 12.1% 9.6%

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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 4.2% 27.8% 20.9% 14.6% 11.9% 8.7%

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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 15 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Ascension 403b Plan is a defined contribution plan



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