It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor THE LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS’ SAVINGS AND PROFIT-SHARING PLAN

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS’ SAVINGS AND PROFIT-SHARING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Wilmington Trust Money Market Fund W Class
Moderate Allocation DFFIX Delaware Moderate Allocation I
Conservative Allocation DFIIX Delaware Conservative Allocation I
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Value DEQIX Delaware International Equity Trust
Foreign Large Growth HAIGX Harbor International Growth Institutional
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Trust
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAFX American Fund Growth Fund of America R-5
Total Available Funds: 16
Asset Class Ticker Description Rating
Others
ROOT CASH Wilmington Trust Money Market Fund W Class
Moderate Allocation DFFIX Delaware Moderate Allocation I
Conservative Allocation DFIIX Delaware Conservative Allocation I
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Value DEQIX Delaware International Equity Trust
Foreign Large Growth HAIGX Harbor International Growth Institutional
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Trust
LARGE BLEND VINIX Vanguard Institutional Index
LARGE GROWTH RGAFX American Fund Growth Fund of America R-5
Mid-Cap Growth ACRNX Columbia Acorn Z
MID-CAP BLEND VIEIX Vanguard Extended Market Index Institutional
LARGE GROWTH OILGX Delaware Large Cap Growth Trust
Small Growth DSCAX Delaware Small Cap Growth Trust
MID-CAP VALUE DLMIX Delaware Mid Cap Value I
LARGE BLEND DFGIX Delaware Aggressive Allocation I
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Trust
Total Available Funds: 16
  • 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
ROOT CASH Wilmington Trust Money Market Fund W Class 0% 1 60 0 NA 2.53%
Moderate Allocation DFFIX Delaware Moderate Allocation I 0% 3 60 0 0.79% 12.64%
Conservative Allocation DFIIX Delaware Conservative Allocation I 0% 3 60 0 0.88% 3.21%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock 99% 3 60 0 0.52% 1.4%
Foreign Large Value DEQIX Delaware International Equity Trust 0% 3 60 0 0.79% 3.73%
Foreign Large Growth HAIGX Harbor International Growth Institutional 0% 3 60 0 1.21% 130%
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Trust 84% 3 60 0 1.29% 5.32%
LARGE BLEND VINIX Vanguard Institutional Index 77% 3 60 0 0.02% 3.04%
LARGE GROWTH RGAFX American Fund Growth Fund of America R-5 75% 3 60 0 0.63% 11.46%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
MID-CAP BLEND VIEIX Vanguard Extended Market Index Institutional 75% 3 60 0 0.06% 1.32%
LARGE GROWTH OILGX Delaware Large Cap Growth Trust 74% 3 60 0 0.97% 14.49%
Small Growth DSCAX Delaware Small Cap Growth Trust 0% 3 60 0 NA 0%
MID-CAP VALUE DLMIX Delaware Mid Cap Value I 0% 3 60 0 0.89% 6.38%
LARGE BLEND DFGIX Delaware Aggressive Allocation I 0% 3 60 0 0.9% 19.27%
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Trust 89% 3 60 0 0.45% 4.68%
Average Expense Ratio: 0.8%
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 for Portfolio Details or Follow 12.9% -8.5% 7.1% 3.7% 6.1% 8.1%

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(Ticker:LNC)
The plan consists of 16 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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.