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MyPlanIQ 401k Investor THE LUBRIZOL CORPORATION EMPLOYEES’ PROFIT SHARING AND SAVINGS PLAN

THE LUBRIZOL CORPORATION EMPLOYEES’ PROFIT SHARING AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Retirement Income VTINX State Street Global Advisor Target rtmt Income Fund
Target Date 2050+ VFIFX State Street Global Advisor Target rtmt 2050 Fund
Target Date 2026-2030 VTHRX State Street Global Advisor Target rtmt 2030 Fund
INTERNATIONAL EQUITY
Foreign Small/Mid Value ICSIX Laudus Rosenberg Intl. Small Cap Fund
Foreign Large Blend FDVIX Fidelity Investments Fidelity Advisors Diversified Intl. Fund
US EQUITY
MID-CAP BLEND RSVAX RS Investments RS Value Fund
SMALL VALUE ACVIX American Century American Century Small Cap Value Institutional Fund
LARGE BLEND SVSPX State Street Global Advisor S P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE DB Advisors Stable Value Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Retirement Income VTINX State Street Global Advisor Target rtmt Income Fund
Target Date 2050+ VFIFX State Street Global Advisor Target rtmt 2050 Fund
Target Date 2026-2030 VTHRX State Street Global Advisor Target rtmt 2030 Fund
Target Date 2036-2040 VFORX State Street Global Advisor Target rtmt 2040 Fund
Target Date 2016-2020 VTWNX State Street Global Advisor Target rtmt 2020 Fund
EQUITY STT State Street Bank Tr Company State Street Government Short Term Fund
Conservative Allocation MFV MFS MFS Value Fund
Target Date 2000-2010 VTENX State Street Global Advisor Target rtmt 2010 Fund
INTERNATIONAL EQUITY
Foreign Small/Mid Value ICSIX Laudus Rosenberg Intl. Small Cap Fund
Foreign Large Blend FDVIX Fidelity Investments Fidelity Advisors Diversified Intl. Fund
US EQUITY
MID-CAP BLEND RSVAX RS Investments RS Value Fund
SMALL VALUE ACVIX American Century American Century Small Cap Value Institutional Fund
LARGE BLEND SVSPX State Street Global Advisor S P 500 Index Fund
LARGE GROWTH TWUIX American Century American Century Investments Ultra Fund
LARGE BLEND ITHAX The Hartford Capital app Fund
Mid-Cap Growth MGOAX Munder Munder Mid Cap Core Growth Fund
Small Growth KGSCX Kalmar Pooled Investment Tr Kalmar Growth with Value Small Cap Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE DB Advisors Stable Value Fund
Total Available Funds: 19
  • 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
Retirement Income VTINX State Street Global Advisor Target rtmt Income Fund 97% 3 60 0 0.08% 5.13%
Target Date 2050+ VFIFX State Street Global Advisor Target rtmt 2050 Fund 75% 3 60 0 0.08% 2.34%
Target Date 2026-2030 VTHRX State Street Global Advisor Target rtmt 2030 Fund 70% 3 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX State Street Global Advisor Target rtmt 2040 Fund 69% 3 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX State Street Global Advisor Target rtmt 2020 Fund 66% 3 60 0 0.08% 8.16%
EQUITY STT State Street Bank Tr Company State Street Government Short Term Fund 0% 3 60 0 NA 3.4%
Conservative Allocation MFV MFS MFS Value Fund 0% 3 60 0 NA 5.75%
Target Date 2000-2010 VTENX State Street Global Advisor Target rtmt 2010 Fund 0% 3 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Small/Mid Value ICSIX Laudus Rosenberg Intl. Small Cap Fund 93% 3 60 0 1.36% 18.01%
Foreign Large Blend FDVIX Fidelity Investments Fidelity Advisors Diversified Intl. Fund 74% 3 60 0 0.91% 13.27%
US EQUITY
MID-CAP BLEND RSVAX RS Investments RS Value Fund 92% 3 60 0 1.3% 8.65%
SMALL VALUE ACVIX American Century American Century Small Cap Value Institutional Fund 90% 3 60 0 1.34% 13.1%
LARGE BLEND SVSPX State Street Global Advisor S P 500 Index Fund 75% 3 60 0 0.16% 8.88%
LARGE GROWTH TWUIX American Century American Century Investments Ultra Fund 73% 3 60 0 0.79% 11.14%
LARGE BLEND ITHAX The Hartford Capital app Fund 55% 3 60 0 0.79% 7.43%
Mid-Cap Growth MGOAX Munder Munder Mid Cap Core Growth Fund 39% 3 60 0 1.57% 21.6%
Small Growth KGSCX Kalmar Pooled Investment Tr Kalmar Growth with Value Small Cap Fund 0% 3 60 0 1.45% 26.23%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT STABLEVALUE DB Advisors Stable Value Fund 16% 3 60 0 NA 19.62%
Average Expense Ratio: 0.69%
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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*
Click to Create Model Portfolio

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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(Ticker:LZ)
The plan consists of 19 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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