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MyPlanIQ BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM

BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM Investment Model Portfolios

This Plan is unrated.
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BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Funds: Aberdeen Emerging Markets Fund; Institutional Class Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Series Trust VI: MFS Global Equity Fund; Class R4 Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE GROWTH POSKX PRIMECAP Odyssey Funds: PRIMECAP Odyssey Stock Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Funds: Aberdeen Emerging Markets Fund; Institutional Class Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Series Trust VI: MFS Global Equity Fund; Class R4 Shares
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund
LARGE GROWTH POSKX PRIMECAP Odyssey Funds: PRIMECAP Odyssey Stock Fund
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
Small Growth PSIGX RBB Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund
Total Available Funds: 20
  • 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 ABEMX Aberdeen Funds: Aberdeen Emerging Markets Fund; Institutional Class Shares 76% 3 60 0 1.1% 7.01%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.19%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 6.89%
Retirement Income FFFAX Fidelity Aberdeen Street Trust: Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.2%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.86%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.58%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 7.52%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 6.78%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 6.51%
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares 91% 3 60 0 0.83% 2.36%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.11%
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Series Trust VI: MFS Global Equity Fund; Class R4 Shares 89% 3 60 0 0.9% 18.91%
Foreign Large Blend JETAX Artio Global Investment Funds: Artio International Equity Fund II; Class A Shares 50% 3 60 0 0.9% 0%
US EQUITY
MID-CAP VALUE ARTQX Artisan Partners Funds 91% 3 60 0 1.05% 7.14%
LARGE GROWTH FDGRX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund 90% 3 60 0 0.79% 5.97%
LARGE GROWTH POSKX PRIMECAP Odyssey Funds: PRIMECAP Odyssey Stock Fund 84% 3 60 0 0.66% 26.44%
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares 78% 3 60 0 0.94% 12.05%
Small Growth PSIGX RBB Fund 0% 3 60 0 1.1% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Intermediate-Term Bond DODIX Dodge & Cox Funds: Dodge & Cox Income Fund 87% 3 60 0 0.33% 4.33%
Average Expense Ratio: 0.74%
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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*
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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
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