MyPlanIQ 401k Investor HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN

HOWARD COUNTY GENERAL HOSPITAL INC. 401K PLAN Investment Model Portfolios

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HOWARD COUNTY GENERAL HOSPITAL, INC. 401(K) PLAN
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend BTMKX BlackRock International Index K
Others
Target Date 2031-2035 ARLIX American Century One Choice In Ret Instl
Target Date 2041-2045 AOOIX American Century One Choice 2045 Instl
Target Date 2031-2035 ARLIX American Century One Choice 2035 Instl
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth JATTX Janus Triton T
Mid-Cap Growth MEFNX MassMutual Select Mid Cap Gr. Eq II R5
Total Available Funds: 23
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Blend BTMKX BlackRock International Index K
Others
Target Date 2031-2035 ARLIX American Century One Choice In Ret Instl
Target Date 2041-2045 AOOIX American Century One Choice 2045 Instl
Target Date 2031-2035 ARLIX American Century One Choice 2035 Instl
Target Date 2021-2025 ARWFX American Century One Choice 2025 Instl
Target Date 2046-2050 ARFSX American Century One Choice 2050 Instl
World Allocation PAAIX PIMCO All Asset Instl
Target Date 2026-2030 ARCSX American Century One Choice 2030 Instl
Target Date 2036-2040 ARDSX American Century One Choice 2040 Instl
Target Date 2051+ ARENX American Century One Choice 2055 Instl
Target Date 2011-2015 ARNIX American Century One Choice 2060 Instl
Target Date 2016-2020 ARBSX American Century One Choice 2020 Instl
ROOT ASOIX American Beacon Small Cap Val Inst
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
Small Growth JATTX Janus Triton T
Mid-Cap Growth MEFNX MassMutual Select Mid Cap Gr. Eq II R5
MID-CAP VALUE JVMRX JHancock Disciplined Value Mid Cap R6
LARGE VALUE JDVFX JHancock Discipline Value R6
SMALL BLEND BDBKX BlackRock Mid Cap Index K
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock U.S. Total Bond Index K
Multisector Bond PONAX PIMCO Income A
Total Available Funds: 23
  • 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 ODVYX Oppenheimer Developing Markets Y 89% 3 60 0 0.84% 0.26%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 1.47%
Foreign Large Blend BTMKX BlackRock International Index K 0% 3 60 0 0.34% 3.41%
Others
Target Date 2031-2035 ARLIX American Century One Choice In Ret Instl 100% 3 60 0 1.08% 0%
Target Date 2041-2045 AOOIX American Century One Choice 2045 Instl 100% 3 60 0 0.88% 2.3%
Target Date 2031-2035 ARLIX American Century One Choice 2035 Instl 100% 3 60 0 1.08% 0%
Target Date 2021-2025 ARWFX American Century One Choice 2025 Instl 100% 3 60 0 0.42% 5.34%
Target Date 2046-2050 ARFSX American Century One Choice 2050 Instl 96% 3 60 0 0.54% 2.43%
World Allocation PAAIX PIMCO All Asset Instl 96% 3 60 0 1.84% 5%
Target Date 2026-2030 ARCSX American Century One Choice 2030 Instl 84% 3 60 0 0.59% 3.03%
Target Date 2036-2040 ARDSX American Century One Choice 2040 Instl 84% 3 60 0 0.64% 2.77%
Target Date 2051+ ARENX American Century One Choice 2055 Instl 79% 3 60 0 0.54% 2.32%
Target Date 2011-2015 ARNIX American Century One Choice 2060 Instl 0% 3 60 0 0.58% 4.64%
Target Date 2016-2020 ARBSX American Century One Choice 2020 Instl 0% 3 60 0 0.57% 7.64%
ROOT ASOIX American Beacon Small Cap Val Inst 0% 3 60 0 NA 4.05%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 0.07%
Small Growth JATTX Janus Triton T 95% 3 60 0 1.32% 0%
Mid-Cap Growth MEFNX MassMutual Select Mid Cap Gr. Eq II R5 53% 3 60 0 0.76% 0.43%
MID-CAP VALUE JVMRX JHancock Disciplined Value Mid Cap R6 26% 3 60 0 1.85% 0.99%
LARGE VALUE JDVFX JHancock Discipline Value R6 19% 3 60 0 0.9% 0.93%
SMALL BLEND BDBKX BlackRock Mid Cap Index K 2% 3 60 0 0.37% 2.17%
FIXED INCOME
Intermediate-Term Bond WFBIX BlackRock U.S. Total Bond Index K 96% 3 60 0 0.1% 2.82%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 4.45%
Average Expense Ratio: 0.76%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 4.8% 1.3% 4.3% 5.0% 6.1%

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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 0.5% 7.8% 1.5% 5.2% 6.0% 7.4%

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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 0.6% 5.7% 1.5% 5.1% 5.0% 6.1%

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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
The plan consists of 23 funds. It covers 4 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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