MyPlanIQ KING PHARMACEUTICALS INC. 401K SAVINGS PLAN

KING PHARMACEUTICALS INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
US EQUITY
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares
US EQUITY
Mid-Cap Growth ARTMX Artisan Partners Funds
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares
MID-CAP BLEND VIMAX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Admiral Shares
LARGE BLEND VGIAX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Admiral Shares
LARGE GROWTH AGTHX Growth Fund of America
Small Growth VSGAX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Admiral Class Shares
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares
Total Available Funds: 14
  • 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 Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund 90% 3 60 0 0.99% 1.96%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares 80% 3 60 0 1.37% 4.44%
Intermediate-Term Bond PTTDX PIMCO Funds: Total Return Fund; Class D Shares 65% 3 60 0 0.75% 4.84%
US EQUITY
Mid-Cap Growth ARTMX Artisan Partners Funds 88% 3 60 0 0.96% 0%
LARGE VALUE VEIRX Vanguard Fenway Funds: Vanguard Equity Income Fund; Admiral Shares 85% 3 60 0 0.28% 1.95%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 0.85%
SMALL BLEND VSMAX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Admiral Shares 80% 3 60 0 0.05% 1.54%
LARGE BLEND FUSEX Fidelity Concord Street Trust: Spartan 500 Index Fund; Investor Class Shares 79% 3 60 0 0.09% 1.79%
MID-CAP BLEND VIMAX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Admiral Shares 72% 3 60 0 0.04% 1.5%
LARGE BLEND VGIAX Vanguard Quantitative Funds: Vanguard Growth & Income Fund; Admiral Shares 71% 3 60 0 0.23% 7.98%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 0%
Small Growth VSGAX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Admiral Class Shares 24% 3 60 0 0.07% 0.62%
LARGE BLEND FXSIX Fidelity Concord Street Trust: Spartan 500 Index Fund; Institutional Class Shares 0% 3 60 0 0.04% 0%
Average Expense Ratio: 0.51%
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Model Portfolios

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
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