MyPlanIQ 401k Investor THE BAUSCH and LOMB 401K ACCOUNT PLAN

THE BAUSCH and LOMB 401K ACCOUNT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSGX VTSGX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
US EQUITY
SMALL BLEND LSSCX LSSCX
LARGE VALUE VEIRX VEIRX
Mid-Cap Growth MPEGX MPEGX
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSGX VTSGX
Others
Target Date 2036-2040 TRRDX TRRDX
Target Date 2026-2030 TRRCX TRRCX
Target Date 2016-2020 TRRBX TRRBX
Target Date 2011-2015 TRRGX TRRGX
Target Date 2000-2010 TRRFX TRRFX
Target Date 2031-2035 TRRJX TRRJX
Target Date 2000-2010 TRRAX TRRAX
Target Date 2021-2025 TRRHX TRRHX
Target Date 2041-2045 TRRKX TRRKX
Target Date 2051+ TRRNX TRRNX
Retirement Income TRRIX TRRIX
Target Date 2046-2050 TRRMX TRRMX
Moderate Allocation FPUKX FPUKX
ROOT CCEVX FID MIP II CL 2
ROOT CASH FGMXX
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTIX VBTIX
US EQUITY
SMALL BLEND LSSCX LSSCX
LARGE VALUE VEIRX VEIRX
Mid-Cap Growth MPEGX MPEGX
LARGE GROWTH FCNKX FCNKX
LARGE GROWTH FOCKX FOCKX
MID-CAP BLEND FLPKX FLPKX
LARGE GROWTH VMRAX VMRAX
MID-CAP BLEND VEMSX VEMSX
LARGE BLEND FXSIX FXSIX
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
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX 32% 3 60 0 0.9% 3.96%
Foreign Large Blend VTSGX VTSGX 0% 3 60 0 0.18% 3.25%
Others
Target Date 2036-2040 TRRDX TRRDX 100% 3 60 0 0.6% 5.91%
Target Date 2026-2030 TRRCX TRRCX 100% 3 60 0 1.08% 6.35%
Target Date 2016-2020 TRRBX TRRBX 100% 3 60 0 0.78% 6.84%
Target Date 2011-2015 TRRGX TRRGX 100% 3 60 0 0.76% 5.61%
Target Date 2000-2010 TRRFX TRRFX 100% 3 60 0 0.34% 4.34%
Target Date 2031-2035 TRRJX TRRJX 97% 3 60 0 0.84% 4.95%
Target Date 2000-2010 TRRAX TRRAX 97% 3 60 0 0.99% 4.44%
Target Date 2021-2025 TRRHX TRRHX 96% 3 60 0 1.05% 6.7%
Target Date 2041-2045 TRRKX TRRKX 96% 3 60 0 1.12% 4.73%
Target Date 2051+ TRRNX TRRNX 93% 3 60 0 1.14% 4.13%
Retirement Income TRRIX TRRIX 91% 3 60 0 0.34% 4.38%
Target Date 2046-2050 TRRMX TRRMX 78% 3 60 0 0.63% 4.79%
Moderate Allocation FPUKX FPUKX 69% 3 60 0 0.5% 5.8%
ROOT CCEVX FID MIP II CL 2 0% 3 60 0 NA 1.21%
ROOT CASH FGMXX 0% 0 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PTTRX 97% 3 60 0 0.83% 3.99%
Intermediate-Term Bond VBTIX VBTIX 94% 3 60 0 0.15% 3.28%
US EQUITY
SMALL BLEND LSSCX LSSCX 88% 3 60 0 1.4% 20.09%
LARGE VALUE VEIRX VEIRX 85% 3 60 0 0.28% 8.18%
Mid-Cap Growth MPEGX MPEGX 80% 3 60 0 0.74% 0%
LARGE GROWTH FCNKX FCNKX 68% 3 60 0 0.55% 3.89%
LARGE GROWTH FOCKX FOCKX 68% 3 60 0 0.81% 0.1%
MID-CAP BLEND FLPKX FLPKX 61% 3 60 0 0.82% 17.32%
LARGE GROWTH VMRAX VMRAX 0% 3 60 0 0.3% 0%
MID-CAP BLEND VEMSX VEMSX 0% 3 60 0 0.14% 1.15%
LARGE BLEND FXSIX FXSIX 0% 3 60 0 0.04% 2.05%
Average Expense Ratio: 0.67%
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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 -18.6% -19.4% -2.5% -1.5% 4.9% 4.0%

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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 28 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.


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