MyPlanIQ 401k Investor LEXICON INC. 401K PLAN

LEXICON INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Foreign Large Blend FSPNX SPARTAN INTL INDEX
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
FIXED INCOME
FIXED INCOME VBMFX Fidelity U.S. Bond Index Fund
Inflation-Protected Bond ACITX American Century Inflation-Adjusted BD Fund
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM
Total Available Funds: 31
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Foreign Large Blend FSPNX SPARTAN INTL INDEX
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Retirement Income FFFAX FID FREEDOM INCOME
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Moderate Allocation FPURX Fidelity Puritan Fund
Target Date 2051+ FDEEX FID FREEDOM 2055
Target Date 2000-2010 FFFBX FID FREEDOM 2000
FIXED INCOME
FIXED INCOME VBMFX Fidelity U.S. Bond Index Fund
Inflation-Protected Bond ACITX American Century Inflation-Adjusted BD Fund
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM
US EQUITY
LARGE VALUE AAGPX ABF Large Cap Value Fund
LARGE GROWTH FOCPX Fidelity OTC Portfolio
SMALL VALUE NOSGX NORTHERN SM CAP VAL
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
LARGE BLEND FUSEX SPARTAN 500 INDEX
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund
LARGE GROWTH FDCAX Fidelity Capital Appreciation
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund
MID-CAP BLEND FLPSX FID LOW PRICED STK
SMALL BLEND SMMVX WFA SM CAP VAL INV
LARGE BLEND FUSVX SPTN 500 INDEX ADV
Total Available Funds: 31
  • 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 FDIVX FID DIVERSIFD INTL 98% 1 60 0 0.65% 1.59%
Foreign Large Blend FSIVX SPTN INTL INDEX ADV 0% 1 60 0 0.07% 2.62%
Foreign Large Blend FSPNX SPARTAN INTL INDEX 0% 1 60 0 0.05% 2.63%
Others
Target Date 2016-2020 FFFDX FID FREEDOM 2020 98% 1 60 0 0.58% 3.41%
Retirement Income FFFAX FID FREEDOM INCOME 98% 1 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX FID FREEDOM 2015 98% 1 60 0 0.54% 3.2%
Target Date 2026-2030 FFFEX FID FREEDOM 2030 96% 1 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX FID FREEDOM 2040 95% 1 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX FID FREEDOM 2025 95% 1 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX FID FREEDOM 2035 95% 1 60 0 0.7% 1.55%
Target Date 2046-2050 FFFHX FID FREEDOM 2050 94% 1 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX FID FREEDOM 2010 92% 1 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX FID FREEDOM 2045 91% 1 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX FID FREEDOM 2005 87% 1 60 0 0.42% 2.92%
Moderate Allocation FPURX Fidelity Puritan Fund 82% 1 60 0 0.5% 4.31%
Target Date 2051+ FDEEX FID FREEDOM 2055 74% 1 60 0 0.65% 2.66%
Target Date 2000-2010 FFFBX FID FREEDOM 2000 0% 1 60 0 0.44% 0%
FIXED INCOME
FIXED INCOME VBMFX Fidelity U.S. Bond Index Fund 100% 1 60 0 0.15% 3.15%
Inflation-Protected Bond ACITX American Century Inflation-Adjusted BD Fund 92% 1 60 0 0.76% 4.48%
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM 0% 1 60 0 0.82% 1.73%
US EQUITY
LARGE VALUE AAGPX ABF Large Cap Value Fund 98% 1 60 0 0.94% 1.57%
LARGE GROWTH FOCPX Fidelity OTC Portfolio 94% 1 60 0 0.81% 0.06%
SMALL VALUE NOSGX NORTHERN SM CAP VAL 89% 1 60 0 1% 1.46%
Mid-Cap Growth ARTMX ARTISAN MID CAP INV 88% 1 60 0 0.96% 0%
LARGE BLEND FUSEX SPARTAN 500 INDEX 79% 1 60 0 0.09% 1.79%
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund 75% 1 60 0 0.1% 0%
LARGE GROWTH FDCAX Fidelity Capital Appreciation 73% 1 60 0 0.83% 3.39%
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund 70% 1 60 0 1.46% 0.22%
MID-CAP BLEND FLPSX FID LOW PRICED STK 1% 1 60 0 0.92% 1.69%
SMALL BLEND SMMVX WFA SM CAP VAL INV 0% 1 60 0 1.48% 0%
LARGE BLEND FUSVX SPTN 500 INDEX ADV 0% 1 60 0 0.04% 1.84%
Average Expense Ratio: 0.61%
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Related Retirement Plans
LEXICON 401(K) PLAN
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 -2.9% -4.4% 2.4% 0.8% 5.1% 4.2%

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


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