It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor COVENTRY HEALTH CARE INC. RETIREMENT SAVINGS PLAN

COVENTRY HEALTH CARE INC. RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Index Trust
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Trust
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate Fund
FIXED INCOME
Intermediate Government PRGMX T. Rowe Price GNMA Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Shares
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund
Retirement Income TRRIX T. Rowe Price Retirement Income Fund
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund
ROOT CASH Money market substitute
Moderate Allocation VAARX Vanguard Asset Allocation Fund
ROOT CASH T. Rowe Price Summit Cash Reserves Fund
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Index Trust
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Trust
LARGE GROWTH VPMCX Vanguard Prime Cap Fund
SMALL VALUE ACVIX American Century Small Cap Value Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH RGAFX Growth Fund of America
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund
LARGE BLEND VGIAX Vanguard Growth & Income Fund
MID-CAP VALUE RRMVX T. Rowe Price Mid-Cap Value Fund
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund
SMALL BLEND RLPHX Royce Low Priced Stock Fund
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate Fund
FIXED INCOME
Intermediate Government PRGMX T. Rowe Price GNMA Fund
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Shares
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 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund 100% 3 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund 100% 3 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund 97% 3 60 0 0.99% 6%
Retirement Income TRRIX T. Rowe Price Retirement Income Fund 91% 3 60 0 0.34% 5.2%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 Fund 77% 3 60 0 0.63% 4.34%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
Moderate Allocation VAARX Vanguard Asset Allocation Fund 0% 3 60 0 NA 1.84%
ROOT CASH T. Rowe Price Summit Cash Reserves Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value TFEQX Templeton Foreign Fund 85% 3 60 0 0.97% 33.51%
US EQUITY
LARGE VALUE PRFDX T. Rowe Price Equity Index Trust 97% 3 60 0 1.23% 4.14%
LARGE VALUE PRFDX T. Rowe Price Equity Income Fund 97% 3 60 0 1.23% 4.14%
SMALL BLEND NBGEX Neuberger Berman Genesis Trust 96% 3 60 0 0.84% 14.29%
LARGE GROWTH VPMCX Vanguard Prime Cap Fund 95% 3 60 0 0.31% 17.92%
SMALL VALUE ACVIX American Century Small Cap Value Fund 90% 3 60 0 1.34% 13.06%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.39%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 11.46%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.46%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund 72% 3 60 0 0.04% 1.61%
LARGE BLEND VGIAX Vanguard Growth & Income Fund 71% 3 60 0 0.23% 11.42%
MID-CAP VALUE RRMVX T. Rowe Price Mid-Cap Value Fund 60% 3 60 0 0.83% 5.4%
MID-CAP BLEND FLPSX Fidelity Low Priced Stock Fund 1% 3 60 0 0.92% 13.05%
SMALL BLEND RLPHX Royce Low Priced Stock Fund 0% 3 60 0 1.26% 15.81%
REAL ESTATE
REAL ESTATE TRREX T. Rowe Price Real Estate Fund 66% 3 60 0 1.09% 10.13%
FIXED INCOME
Intermediate Government PRGMX T. Rowe Price GNMA Fund 74% 3 60 0 0% 3.85%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin. Shares 66% 3 60 0 0.8% 4.37%
Average Expense Ratio: 0.77%
Sign up to get fund ranking change alerts

* 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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 26 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.