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MyPlanIQ 401k Investor LABORATORY CORPORATION OF AMERICA HOLDINGS EMPLOYEES` RETIREMENT SAVINGS PLAN

LABORATORY CORPORATION OF AMERICA HOLDINGS EMPLOYEES` RETIREMENT SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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LABORATORY CORPORATION OF AMERICA HOLDINGS 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FIGRX FID INTL DISCOVERY
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5
Total Available Funds: 26
Asset Class Ticker Description Rating
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045
Target Date 2051+ TRRNX TRP RETIREMENT 2055
Retirement Income TRRIX TRP RETIREMENT INCOME
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050
Money Market-Taxable FRTXX FID RETIRE MMKT
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FIGRX FID INTL DISCOVERY
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
Mid-Cap Growth TMDIX TIMESSQ MID CP GTH I
LARGE BLEND VINIX VANGUARD INST INDEX5
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
SMALL VALUE SSGSX VICTORY SM CO OPP A
SMALL BLEND KSCIX KEELEY SMALL CAP VAL
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5
Total Available Funds: 26
  • 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
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 100% 1 60 0 0.6% 4.71%
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030 100% 1 60 0 1.08% 5.91%
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020 100% 1 60 0 0.78% 6.23%
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015 100% 1 60 0 0.76% 5.87%
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005 100% 1 60 0 0.34% 5.7%
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035 97% 1 60 0 0.84% 4.92%
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010 97% 1 60 0 0.99% 6%
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025 96% 1 60 0 1.05% 6.16%
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045 96% 1 60 0 1.12% 4.11%
Target Date 2051+ TRRNX TRP RETIREMENT 2055 93% 1 60 0 1.14% 4.39%
Retirement Income TRRIX TRP RETIREMENT INCOME 91% 1 60 0 0.34% 5.2%
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050 77% 1 60 0 0.63% 4.34%
Money Market-Taxable FRTXX FID RETIRE MMKT 0% 1 60 0 NA NA
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5 93% 1 60 0 1.16% 3.91%
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 1 60 0 0.99% 7.21%
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 5.18%
Small Growth PSCZX Prudential Jennison Small Company Z 93% 1 60 0 0.82% 7.34%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 90% 1 60 0 0.91% 9.83%
Mid-Cap Growth TMDIX TIMESSQ MID CP GTH I 89% 1 60 0 1.18% 10.37%
LARGE BLEND VINIX VANGUARD INST INDEX5 77% 1 60 0 0.02% 3.04%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 1 60 0 1.83% 0%
SMALL VALUE SSGSX VICTORY SM CO OPP A 57% 1 60 0 0.85% 5.78%
SMALL BLEND KSCIX KEELEY SMALL CAP VAL 0% 1 60 0 1.1% 7.82%
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD 0% 1 60 0 1.72% 13.64%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 1 60 0 0.15% 3.9%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5 96% 1 60 0 0.83% 4.63%
Average Expense Ratio: 0.87%
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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 for Portfolio Details or Follow 0.6% 14.2% 3.6% 7.1% 6.7% 7.1%

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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 1.2% 6.6% -1.1% 2.6% 2.5% 3.8%

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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 26 funds. It covers 3 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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