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MyPlanIQ 401k Investor THE PROFIT SHARING PLAN OF QUEST DIAGNOSTICS INCORPORATED

THE PROFIT SHARING PLAN OF QUEST DIAGNOSTICS INCORPORATED Investment Model Portfolios

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THE PROFIT SHARING PLAN OF QUEST DIAGNOSTICS INCORPORATED
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH Fidelity US Treasury Money Market FDLXX
Retirement Income FFKAX Fidelity Freedom K Income
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value I
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
Moderate Allocation FPUKX Fidelity Puritan K
ROOT CASH Fidelity US Treasury Money Market FDLXX
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2051+ FDENX Fidelity Freedom K 2055
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value I
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
REAL ESTATE
Global Real Estate IGREX Invesco Global Real Estate Instl
FIXED INCOME
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
SHORT GOVERNMENT STABLEVALUE MIP II CL 3
Total Available Funds: 28
  • 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
Moderate Allocation FPUKX Fidelity Puritan K 68% 3 60 0 0.5% 6.89%
ROOT CASH Fidelity US Treasury Money Market FDLXX 0% 0 60 0 NA 2.53%
Retirement Income FFKAX Fidelity Freedom K Income 0% 1 60 0 0.39% 3.89%
Target Date 2051+ FDENX Fidelity Freedom K 2055 0% 3 60 0 0.05% 3.38%
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000 0% 3 60 0 0.39% 4.72%
INTERNATIONAL EQUITY
WORLD STOCK MWELX MFS Global Equity R4 89% 3 60 0 0.9% 19.05%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 3 60 0 0.99% 10.79%
Foreign Large Blend VTSNX Vanguard Total Intl Stock Index Instl 28% 3 60 0 0.07% 3.41%
US EQUITY
SMALL BLEND LRSYX Lord Abbett Small Cap Value I 92% 3 60 0 1.43% 5.27%
LARGE VALUE TILCX T. Rowe Price Instl Large Cap Value 82% 3 60 0 0.56% 12.55%
LARGE GROWTH TRLGX T. Rowe Price Instl Large Cap Growth 77% 3 60 0 0.7% 13.98%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 5.16%
LARGE GROWTH FOCKX Fidelity OTC K 67% 3 60 0 0.81% 8.94%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 13.1%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 3 60 0 0.02% 1.32%
REAL ESTATE
Global Real Estate IGREX Invesco Global Real Estate Instl 93% 3 60 0 0.99% 2.07%
FIXED INCOME
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 35% 1 60 0 0.03% 4.04%
SHORT GOVERNMENT STABLEVALUE MIP II CL 3 16% 0 60 0 NA 20.17%
Average Expense Ratio: 0.57%
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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 0.7% 23.0% 12.4% 10.5% 8.1% 8.2%

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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 0.3% 23.4% 13.0% 12.9% 9.0% 8.7%

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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:DGX)
The plan consists of 29 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

Quest Diagnostics Incorporated provides diagnostic testing, information, and services in the United States and internationally. It offers commercial clinical testing services,



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