MyPlanIQ PRIME HEALTHCARE SERVICES INC. 401K PLAN

PRIME HEALTHCARE SERVICES INC. 401K PLAN Investment Model Portfolios

This Plan is unrated.
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PRIME HEALTHCARE SERVICES, INC. 401(K) PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares
Foreign Small/Mid Blend IEGAX AIM Funds Group (Invesco Funds Group): Invesco International Small Company Fund; Class A Shares
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Institutional Shares
LARGE BLEND JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares
Foreign Small/Mid Blend IEGAX AIM Funds Group (Invesco Funds Group): Invesco International Small Company Fund; Class A Shares
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Institutional Shares
LARGE BLEND JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares
LARGE GROWTH RGACX Growth Fund of America
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares
Total Available Funds: 10
  • 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
REAL ESTATE
REAL ESTATE IARAX AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class A Shs 45% 3 60 0 1.16% 1.93%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA Investment Dimensions Group Inc: DFA International Small Cap Value Portfolio; Institutional Class Shares 100% 3 60 0 0.43% 3.63%
Foreign Small/Mid Blend IEGAX AIM Funds Group (Invesco Funds Group): Invesco International Small Company Fund; Class A Shares 57% 3 60 0 2.23% 1.31%
Others
Moderate Allocation ACEIX AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Equity & Income Fund; Class A Shares 49% 3 60 0 1.04% 1.6%
FIXED INCOME
Intermediate Government OGGAX JPMorgan Trust II: JPMorgan Government Bond Fund; Class A Shares 40% 3 60 0 0.48% 1.83%
US EQUITY
Mid-Cap Growth GGOIX Goldman Sachs Trust: Goldman Sachs Growth Opportunities Fund; Institutional Shares 89% 3 60 0 1.41% 0%
LARGE BLEND JUEAX JPMorgan Trust I: JPMorgan US Equity Fund; Class A Shares 55% 3 60 0 0.54% 0.28%
SMALL VALUE CSMIX Columbia Funds Series Trust I: Columbia Small Cap Value Fund I; Class A Shares 50% 3 60 0 0.86% 0.55%
LARGE GROWTH RGACX Growth Fund of America 37% 3 60 0 0.3% 0.1%
LARGE BLEND FUSVX Fidelity Concord Street Trust: Spartan 500 Index Fund; Fidelity Advantage Class Shares 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.85%
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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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