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MyPlanIQ 401k Investor Hudson Valley Hospital Center 403b Nationwide

Hudson Valley Hospital Center 403b Nationwide

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A
WORLD STOCK AWSAX Invesco Global Core Equity A
US EQUITY
LARGE VALUE ACSDX Invesco Van Kampen Comstock A
LARGE BLEND GRMSX Nationwide S&P 500 Index Svc
LARGE BLEND NDMSX Nationwide Inv Dest Aggr Svc
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government SEGSX Sentinel Government Securities A
Short-Term Bond MCAPX Nationwide Short Duration Bond Svc
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2050+ FFFLX Fidelity Advisor Freedom 2050 A
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A
Conservative Allocation NDCSX Nationwide Inv Dest Cnsrv Svc
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A
Moderate Allocation NSDMX Nationwide Inv Dest Mod Svc
Moderate Allocation NSDMX Nationwide Inv Dest Mod Aggr Svc
Moderate Allocation ACEIX Invesco Van Kampen Equity Income A
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A
WORLD STOCK AWSAX Invesco Global Core Equity A
US EQUITY
LARGE VALUE ACSDX Invesco Van Kampen Comstock A
LARGE BLEND GRMSX Nationwide S&P 500 Index Svc
LARGE BLEND NDMSX Nationwide Inv Dest Aggr Svc
Mid-Cap Growth RRMGX TRowe Price Mid Cap Growth R
SMALL VALUE DHSCX Diamond Hill Small Cap A
LARGE GROWTH FNIAX Fidelity Advisor New Insghts A
Small Growth BSCFX Baron Small Cap
MID-CAP VALUE HRSVX Heartland Select Value
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate Government SEGSX Sentinel Government Securities A
Short-Term Bond MCAPX Nationwide Short Duration Bond Svc
Total Available Funds: 26
  • 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+ FFFLX Fidelity Advisor Freedom 2050 A 72% 3 60 0 1% 2.26%
Target Date 2041-2045 FFFZX Fidelity Advisor Freedom 2045 A 66% 3 60 0 1.25% 2.53%
Target Date 2031-2035 FATHX Fidelity Advisor Freedom 2035 A 65% 3 60 0 0.96% 3.73%
Target Date 2000-2010 FACFX Fidelity Advisor Freedom 2010 A 63% 3 60 0 0.49% 3.62%
Target Date 2011-2015 FFVAX Fidelity Advisor Freedom 2015 A 63% 3 60 0 1.54% 4.34%
Target Date 2021-2025 FATWX Fidelity Advisor Freedom 2025 A 63% 3 60 0 1.62% 4.53%
Conservative Allocation NDCSX Nationwide Inv Dest Cnsrv Svc 61% 3 60 0 0.8% 3.63%
Target Date 2026-2030 FAFEX Fidelity Advisor Freedom 2030 A 57% 3 60 0 0.66% 4.02%
Target Date 2036-2040 FAFFX Fidelity Advisor Freedom 2040 A 56% 3 60 0 1.75% 3.21%
Target Date 2016-2020 FDAFX Fidelity Advisor Freedom 2020 A 56% 3 60 0 0.51% 4.74%
Moderate Allocation NSDMX Nationwide Inv Dest Mod Svc 49% 3 60 0 0.84% 7.4%
Moderate Allocation NSDMX Nationwide Inv Dest Mod Aggr Svc 49% 3 60 0 0.84% 7.4%
Moderate Allocation ACEIX Invesco Van Kampen Equity Income A 49% 3 60 0 1.04% 7.22%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MIDAX MFS International New Discovery A 57% 3 60 0 2.03% 3.17%
WORLD STOCK AWSAX Invesco Global Core Equity A 38% 3 60 0 0.98% 9.33%
US EQUITY
LARGE VALUE ACSDX Invesco Van Kampen Comstock A 76% 3 60 0 1.55% 9.04%
LARGE BLEND GRMSX Nationwide S&P 500 Index Svc 71% 3 60 0 0.59% 5.54%
LARGE BLEND NDMSX Nationwide Inv Dest Aggr Svc 59% 3 60 0 0.9% 9.57%
Mid-Cap Growth RRMGX TRowe Price Mid Cap Growth R 56% 3 60 0 1.29% 7.26%
SMALL VALUE DHSCX Diamond Hill Small Cap A 53% 3 60 0 0.85% 6.51%
LARGE GROWTH FNIAX Fidelity Advisor New Insghts A 48% 3 60 0 0.7% 10.09%
Small Growth BSCFX Baron Small Cap 39% 3 60 0 1.31% 8.98%
MID-CAP VALUE HRSVX Heartland Select Value 0% 3 60 0 1.25% 8.99%
FIXED INCOME
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Intermediate Government SEGSX Sentinel Government Securities A 0% 3 60 0 0.8% 2.32%
Short-Term Bond MCAPX Nationwide Short Duration Bond Svc 0% 3 60 0 0.83% 1.05%
Average Expense Ratio: 1.05%
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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 1.4% 8.6% 2.5% 5.3% 3.7% 5.5%

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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 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan is created upon a user's request. 



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