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MyPlanIQ 401k Investor UNIVERSITY OF TOLEDO PHYSICIANS LLC PENSION PLAN AND TRUST

UNIVERSITY OF TOLEDO PHYSICIANS LLC PENSION PLAN AND TRUST

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
Others
Target Date 2026-2030 STLDX BlackRock LifePath LP 2030 I
Retirement Income STLAX BlackRock LifePath Retirement I
Target Date 2036-2040 STLEX BlackRock LifePath LP 2040 I
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds Europacific Gr R3
Foreign Large Blend VGTSX Vanguard Total Indt Stock Index
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index
LARGE BLEND VFINX Vanguard 500 Index Investor
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl
Others
Target Date 2026-2030 STLDX BlackRock LifePath LP 2030 I
Retirement Income STLAX BlackRock LifePath Retirement I
Target Date 2036-2040 STLEX BlackRock LifePath LP 2040 I
Target Date 2050+ STLFX BlackRock LifePath LP 2050 I
Health SHSAX BlackRock Health Sciences Ops Inv A
Target Date 2016-2020 STLCX BlackRock LifePath LP 2020 I
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds Europacific Gr R3
Foreign Large Blend VGTSX Vanguard Total Indt Stock Index
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE VALUE MADVX BlackRock Equity Dividend I
SMALL VALUE TASVX Target Small Capitalization Value T
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
SMALL BLEND VSMAX Vanguard Small Cap Index
Mid-Cap Growth BMEAX BlackRock US Opportunities Inv A
Small Growth SAGWX Sentinel Small Company A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs
High Yield Bond MHYIX Mainstay High Yield Corporate Bond I
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Intermediate-Term Bond VITBX Vanguard Total Bond Market Index
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Equity Instl 91% 3 60 0 1.07% 2.47%
Others
Target Date 2026-2030 STLDX BlackRock LifePath LP 2030 I 94% 3 60 0 0.34% 4.3%
Retirement Income STLAX BlackRock LifePath Retirement I 92% 3 60 0 0.84% 4.98%
Target Date 2036-2040 STLEX BlackRock LifePath LP 2040 I 92% 3 60 0 1.04% 6.47%
Target Date 2050+ STLFX BlackRock LifePath LP 2050 I 81% 3 60 0 0.34% 6.68%
Health SHSAX BlackRock Health Sciences Ops Inv A 48% 3 60 0 1.45% 11.42%
Target Date 2016-2020 STLCX BlackRock LifePath LP 2020 I 0% 3 60 0 0.67% 7.52%
INTERNATIONAL EQUITY
Foreign Large Blend RERCX American Funds Europacific Gr R3 56% 3 60 0 0.9% 13.98%
Foreign Large Blend VGTSX Vanguard Total Indt Stock Index 16% 3 60 0 0.08% 3.29%
US EQUITY
MID-CAP VALUE JMCVX Perkins Mid Cap Value T 98% 3 60 0 0.91% 9.61%
MID-CAP BLEND VIMSX Vanguard Mid Capitalization Index 98% 3 60 0 0.04% 1.46%
LARGE BLEND VFINX Vanguard 500 Index Investor 97% 3 60 0 0.14% 1.19%
LARGE VALUE MADVX BlackRock Equity Dividend I 91% 3 60 0 1% 10.67%
SMALL VALUE TASVX Target Small Capitalization Value T 90% 3 60 0 0.79% 1.55%
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr 80% 3 60 0 1.3% 2.65%
SMALL BLEND VSMAX Vanguard Small Cap Index 80% 3 60 0 0.05% 1.52%
Mid-Cap Growth BMEAX BlackRock US Opportunities Inv A 61% 3 60 0 0.8% 7.68%
Small Growth SAGWX Sentinel Small Company A 45% 3 60 0 0.81% 6.21%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 3 60 0 0.3% 11.27%
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index 81% 3 60 0 0.12% 3.76%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs 98% 3 60 0 0.07% 4.41%
High Yield Bond MHYIX Mainstay High Yield Corporate Bond I 72% 3 60 0 0.96% 6.22%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Intermediate-Term Bond VITBX Vanguard Total Bond Market Index 0% 3 60 0 NA 4.23%
Average Expense Ratio: 0.64%
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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 0.1% 8.0% 0.6% 4.3% 4.1% 5.2%

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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 -0.4% 3.1% -1.7% 4.5% 3.3% 4.9%

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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 26 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and REITs.

University Of Toledo Physicians Llc Pension Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature.



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