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MyPlanIQ 401k Investor Community Medical Center-Missoula-MT Retirement Plan

Community Medical Center-Missoula-MT Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm
Target Date 2041-2045 WFQYX Wells Fargo Advantage DJ Target 2045 Adm
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm
Target Date 2041-2045 WFQYX Wells Fargo Advantage DJ Target 2045 Adm
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm
Target Date 2031-2035 WFQWX Wells Fargo Advantage DJ Target 2035 Adm
Target Date 2026-2030 WFLIX Wells Fargo Advantage DJ Target 2030 Adm
Target Date 2021-2025 WFTRX Wells Fargo Advantage DJ Target 2025 Adm
Target Date 2016-2020 WFLPX Wells Fargo Advantage DJ Target 2020 Adm
Target Date 2011-2015 WFFFX Wells Fargo Advantage DJ Target 2015 Adm
Target Date 2000-2010 WFLGX Wells Fargo Advantage DJ Target 2010 Adm
Retirement Income WFLOX Wells Fargo Advantage DJ Target Tod Adm
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced Ad
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
LARGE GROWTH HRCAX Harbor Capital Appreciation Adm
Small Growth TSCEX Turner Small Cap Growth
Mid-Cap Growth TMGFX Turner Midcap Growth Investor
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Total Available Funds: 19
  • 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 2050+ WFQDX Wells Fargo Advantage DJ Target 2050 Adm 0% 3 60 0 0.85% 22.96%
Target Date 2041-2045 WFQYX Wells Fargo Advantage DJ Target 2045 Adm 0% 3 60 0 0.6% 22.07%
Target Date 2036-2040 WFLWX Wells Fargo Advantage DJ Target 2040 Adm 0% 3 60 0 0.49% 18.14%
Target Date 2031-2035 WFQWX Wells Fargo Advantage DJ Target 2035 Adm 0% 3 60 0 0.49% 17.17%
Target Date 2026-2030 WFLIX Wells Fargo Advantage DJ Target 2030 Adm 0% 3 60 0 0.29% 15.73%
Target Date 2021-2025 WFTRX Wells Fargo Advantage DJ Target 2025 Adm 0% 3 60 0 0.29% 15.08%
Target Date 2016-2020 WFLPX Wells Fargo Advantage DJ Target 2020 Adm 0% 3 60 0 0.49% 13.17%
Target Date 2011-2015 WFFFX Wells Fargo Advantage DJ Target 2015 Adm 0% 3 60 0 0.6% 12.1%
Target Date 2000-2010 WFLGX Wells Fargo Advantage DJ Target 2010 Adm 0% 3 60 0 1.35% 9.48%
Retirement Income WFLOX Wells Fargo Advantage DJ Target Tod Adm 0% 3 60 0 0.6% 9.56%
Moderate Allocation NVGBX Wells Fargo Advantage Growth Balanced Ad 0% 3 60 0 1.88% 5.86%
INTERNATIONAL EQUITY
Foreign Large Growth ARTIX Artisan International Inv 92% 3 60 0 0.97% 20.17%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.18%
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 1.38%
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 2.65%
LARGE GROWTH HRCAX Harbor Capital Appreciation Adm 46% 3 60 0 0.67% 11.82%
Small Growth TSCEX Turner Small Cap Growth 0% 3 60 0 1.25% 2.67%
Mid-Cap Growth TMGFX Turner Midcap Growth Investor 0% 3 60 0 1.18% 0%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.33%
Average Expense Ratio: 0.75%
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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 12.8% 14.9% 5.8% 8.8% 8.7% 9.7%

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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
The plan consists of 19 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

This plan was created based on a user's request. The following is the list of funds. We assume 3 month minimum holding period for each fund.

ARTIX
DODGX
DODIX
HRCAX
NBSTX
NVGBX
TMGFX
TSCEX
VFINX

Target Date Funds
WFLOX
WFLGX
WFFFX
WFLPX
WFTRX
WFLIX
WFQWX
WFLWX
WFQYX
WFQDX



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