ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (2024)

MyPlanIQARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN

Investment Options

  • Brief Info
  • All Funds
  • All Fund Parameters
Total Available Funds:20
Asset ClassTicker DescriptionRating
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares
Small GrowthMSSGXMorgan Stanley Institutional Fund
Total Available Funds:20
Asset ClassTicker DescriptionRating
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds
Target Date 2000-2010TRRFXT Rowe Price Retirement Funds
Target Date 2016-2020TRRBXT Rowe Price Retirement Funds
Target Date 2031-2035TRRJXT Rowe Price Retirement Funds
Target Date 2000-2010TRRAXT Rowe Price Retirement Funds
Target Date 2021-2025TRRHXT Rowe Price Retirement Funds
Target Date 2041-2045TRRKXT Rowe Price Retirement Funds
Retirement IncomePARIXT Rowe Price Retirement Funds
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares
Small GrowthMSSGXMorgan Stanley Institutional Fund
SMALL VALUEPCVAXAllianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE BLENDTVAFXThornburg Investment Trust: Thornburg Value Fund; Class A Shares
LARGE GROWTHRGAEXGrowth Fund of America
MID-CAP VALUEJDPAXJanus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares
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 ClassTicker DescriptionRatingR*RTWPExpenseYield
INTERNATIONAL EQUITY
Foreign Large BlendVGTSXVanguard STAR Funds: Vanguard Total International Stock Index Fund; Investor Shares16%36000.08%3.22%
Others
Target Date 2026-2030TRRCXT Rowe Price Retirement Funds100%36001.08%6.18%
Target Date 2036-2040TRRDXT Rowe Price Retirement Funds100%36000.6%5.68%
Target Date 2011-2015TRRGXT Rowe Price Retirement Funds100%36000.76%5.53%
Target Date 2000-2010TRRFXT Rowe Price Retirement Funds100%36000.34%4.29%
Target Date 2016-2020TRRBXT Rowe Price Retirement Funds100%36000.78%6.72%
Target Date 2031-2035TRRJXT Rowe Price Retirement Funds97%36000.84%4.78%
Target Date 2000-2010TRRAXT Rowe Price Retirement Funds97%36000.99%4.38%
Target Date 2021-2025TRRHXT Rowe Price Retirement Funds96%36001.05%6.56%
Target Date 2041-2045TRRKXT Rowe Price Retirement Funds96%36001.12%4.52%
Retirement IncomePARIXT Rowe Price Retirement Funds45%36000.49%4%
FIXED INCOME
Intermediate-Term BondVBMFXVanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares100%36000.15%3.34%
Intermediate-Term BondPTTAXPIMCO Funds: Total Return Fund; Class A Shares65%36000.8%3.56%
US EQUITY
Mid-Cap GrowthARTMXArtisan Partners Funds87%36000.96%0%
SMALL BLENDNMSCXColumbia Funds Series Trust: Columbia Small Cap Index Fund; Class Z Shares81%36000.45%7.8%
Small GrowthMSSGXMorgan Stanley Institutional Fund71%36002.1%0%
SMALL VALUEPCVAXAllianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares56%36000.89%11.66%
LARGE BLENDTVAFXThornburg Investment Trust: Thornburg Value Fund; Class A Shares55%36001.21%0%
LARGE GROWTHRGAEXGrowth Fund of America39%36000.3%7.68%
MID-CAP VALUEJDPAXJanus Investment Fund: Perkins Mid Cap Value Fund; Class A Shares27%36000.5%8.87%

Average Expense Ratio: 0.77%

Sign up to get fund ranking change alerts

Related Retirement Plans

ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN

Model Portfolios ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (1)


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*
ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (2)Click to Create Model Portfolio
Sign up or Loginand 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 investment options have not been imported yet.

Register for FREENo Credit Card Required

Or Start FREE 30-day trial now >>

MyPlanIQ Newsletters

ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (3)

2010 LTI Systems, Inc.HomeWhy MyPlanIQPricing

Get Started Legal Privacy Policy Terms of Service Disclaimer

Investment PlanModel Portfolios for Brokerage AccountsModel Portfolios for Fixed Income InvestorsRetirement 401K, 403B, 457, 529, AnnuitiesBrowse Retirement PlansMethodologiesOverall Introduction» Asset Allocation Composite» Tactical Asset Allocation» Strategic Asset Allocation - Optimal» Strategic Asset Allocation - Equal Weight

AdvancedAdvanced Strategies360° Market OverviewSmartMoneyIQ ManagerSmart Money IndicatorsETFs in Asset ClassesMarket IndicatorsBrowse ETFs, Mutual Funds

Articles

NewslettersSupport HelpCommunityFAQs Glossary

Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose moneyover any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of futureperformance. There is no guarantee for future results in your investment and any other actions based on the information provided on the websiteincluding but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registeredinvestment adviser.

Investment strategies, results and any other information presented on the website are for education andresearch purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They aregeneric in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible forevaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile andexpectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee foraccuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistributethe information provided herein without the explicit consent from MyPlanIQ.

ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN (2024)
Top Articles
Latest Posts
Article information

Author: Tuan Roob DDS

Last Updated:

Views: 5962

Rating: 4.1 / 5 (42 voted)

Reviews: 89% of readers found this page helpful

Author information

Name: Tuan Roob DDS

Birthday: 1999-11-20

Address: Suite 592 642 Pfannerstill Island, South Keila, LA 74970-3076

Phone: +9617721773649

Job: Marketing Producer

Hobby: Skydiving, Flag Football, Knitting, Running, Lego building, Hunting, Juggling

Introduction: My name is Tuan Roob DDS, I am a friendly, good, energetic, faithful, fantastic, gentle, enchanting person who loves writing and wants to share my knowledge and understanding with you.