MyPlanIQ 401k Investor LINCOLN NATIONAL CORPORATION EMPLOYEES’ SAVINGS AND RETIREMENT PLAN

LINCOLN NATIONAL CORPORATION EMPLOYEES’ SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Growth HAIGX Harbor International Growth Institutional
Foreign Large Value DPIEX Delaware International Equity Tr
Others
ROOT CASH Wilmington Tr Money Mkt Fund W Class
Moderate Allocation DFFIX Delaware Moderate Allocation I
Conservative Allocation DFIIX Delaware Conservative Allocation I
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Tr
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Tr
LARGE BLEND VINIX Vanguard Institutional Index
Mid-Cap Growth ACRNX Columbia Acorn Z
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock
Foreign Large Growth HAIGX Harbor International Growth Institutional
Foreign Large Value DPIEX Delaware International Equity Tr
Others
ROOT CASH Wilmington Tr Money Mkt Fund W Class
Moderate Allocation DFFIX Delaware Moderate Allocation I
Conservative Allocation DFIIX Delaware Conservative Allocation I
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Tr
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Tr
LARGE BLEND VINIX Vanguard Institutional Index
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE GROWTH RGAFX American Fund Growth Fund of Amer R-5
LARGE GROWTH OILGX Delaware Large Cap Growth Tr
MID-CAP BLEND VIEIX Vanguard Extended Mkt Index Institutional
Small Growth DSCIX Delaware Small Cap Growth Tr
MID-CAP VALUE DLMIX Delaware Mid Cap Value I
LARGE BLEND DFGIX Delaware Aggressive Allocation I
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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock 99% 3 60 0 0.52% 2.33%
Foreign Large Growth HAIGX Harbor International Growth Institutional 88% 3 60 0 1.21% 0%
Foreign Large Value DPIEX Delaware International Equity Tr 0% 3 60 0 0.87% 3.27%
Others
ROOT CASH Wilmington Tr Money Mkt Fund W Class 0% 1 60 0 NA 4.14%
Moderate Allocation DFFIX Delaware Moderate Allocation I 0% 3 60 0 0.79% 2.27%
Conservative Allocation DFIIX Delaware Conservative Allocation I 0% 3 60 0 0.88% 2.76%
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Tr 89% 3 60 0 0.45% 4.24%
US EQUITY
LARGE VALUE DEDIX Delaware Large Cap Value Tr 85% 3 60 0 1.29% 4.44%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 1.36%
Mid-Cap Growth ACRNX Columbia Acorn Z 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAFX American Fund Growth Fund of Amer R-5 75% 3 60 0 0.63% 0.75%
LARGE GROWTH OILGX Delaware Large Cap Growth Tr 74% 3 60 0 0.97% 0%
MID-CAP BLEND VIEIX Vanguard Extended Mkt Index Institutional 74% 3 60 0 0.06% 1.29%
Small Growth DSCIX Delaware Small Cap Growth Tr 0% 3 60 0 NA NA
MID-CAP VALUE DLMIX Delaware Mid Cap Value I 0% 3 60 0 0.89% 1.56%
LARGE BLEND DFGIX Delaware Aggressive Allocation I 0% 3 60 0 0.9% 10.51%
Average Expense Ratio: 0.81%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.3% 1.0% 11.8% 6.3% 6.3% 5.9%

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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: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.

Lincoln National Corporation, through its subsidiaries, engages in multiple insurance and retirement businesses in the United States. It sells a range of wealth protection, accumulation, and retirement income products and solutions.



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