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MyPlanIQ 401k Investor MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN

MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation RLBFX American Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend RERFX American Funds American EuroPacific Growth Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND BTIIX DWS Institutional Funds Equity 500 Index
LARGE GROWTH RGAFX American Funds Growth Fund of America
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
FIXED INCOME
Intermediate-Term Bond HFIIX Vanguard Fixed Income Securities Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Moderate Allocation RLBFX American Balanced Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund
Foreign Large Blend RERFX American Funds American EuroPacific Growth Fund
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE BLEND BTIIX DWS Institutional Funds Equity 500 Index
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH RAFFX AMCAP Fund
LARGE GROWTH CISIX Calvert Fund Social Index Fund
MID-CAP VALUE NBHIX Neuberger & Berman Equity Trust
Mid-Cap Growth RRMGX T Rowe Price Mid-Capital Growth Fund
LARGE VALUE ACSRX Van Kampen Comstock Fund
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund
FIXED INCOME
Intermediate-Term Bond HFIIX Vanguard Fixed Income Securities 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
Others
Moderate Allocation DODBX Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 1.67%
Moderate Allocation RLBFX American Balanced Fund 78% 3 60 0 0.31% 9.01%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
Foreign Large Blend RERFX American Funds American EuroPacific Growth Fund 94% 3 60 0 0.84% 14.02%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 1.38%
LARGE BLEND BTIIX DWS Institutional Funds Equity 500 Index 77% 3 60 0 0.2% 13.54%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE GROWTH RAFFX AMCAP Fund 71% 3 60 0 0.49% 9.01%
LARGE GROWTH CISIX Calvert Fund Social Index Fund 71% 3 60 0 1.24% 5.95%
MID-CAP VALUE NBHIX Neuberger & Berman Equity Trust 63% 3 60 0 1.38% 2.86%
Mid-Cap Growth RRMGX T Rowe Price Mid-Capital Growth Fund 56% 3 60 0 1.29% 7.26%
LARGE VALUE ACSRX Van Kampen Comstock Fund 47% 3 60 0 1.55% 8.97%
Mid-Cap Growth RIMSX Rainier Small/Mid Cap Equity Portfolio 0% 3 60 0 1.26% 13.78%
REAL ESTATE
Global Real Estate IGLIX ING Global Real Estate Fund 0% 3 60 0 1.01% 21.25%
FIXED INCOME
Intermediate-Term Bond HFIIX Vanguard Fixed Income Securities Fund 0% 3 60 0 1.3% 3.05%
Average Expense Ratio: 0.86%
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* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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(Ticker:)
The plan consists of 21 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

Multicare Health System 403(B) Employee Savings Plan is a defined contribution plan.



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