MyPlanIQ 401k Investor LABORATORY CORPORATION OF AMERICA HOLDINGS EMPLOYEES` RETIREMENT SAVINGS PLAN

LABORATORY CORPORATION OF AMERICA HOLDINGS EMPLOYEES` RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Foreign Large Blend FIGRX FID INTL DISCOVERY
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045
Target Date 2051+ TRRNX TRP RETIREMENT 2055
Retirement Income TRRIX TRP RETIREMENT INCOME
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050
Money Market-Taxable FRTXX FID RETIRE MMKT
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND
Small Growth PSCZX Prudential Jennison Small Company Z
MID-CAP VALUE JMVAX PERKINS MID CP VAL I
Mid-Cap Growth TMDIX TIMESSQ MID CP GTH I
LARGE BLEND VINIX VANGUARD INST INDEX5
Mid-Cap Growth ACRNX COLUMBIA ACORN Z
SMALL VALUE SSGSX VICTORY SM CO OPP A
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD
SMALL BLEND KSCIX KEELEY SMALL CAP VAL
Total Available Funds: 26
  • 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 Growth TIVRX THORNBURG INT VAL R5 94% 1 60 0 1.16% 1.89%
Foreign Large Blend FIGRX FID INTL DISCOVERY 90% 1 60 0 0.99% 1.96%
Others
Target Date 2036-2040 TRRDX TRP RETIREMENT 2040 100% 1 60 0 0.6% 7.59%
Target Date 2026-2030 TRRCX TRP RETIREMENT 2030 100% 1 60 0 1.08% 10.48%
Target Date 2016-2020 TRRBX TRP RETIREMENT 2020 100% 1 60 0 0.78% 11.87%
Target Date 2011-2015 TRRGX TRP RETIREMENT 2015 100% 1 60 0 0.76% 11.16%
Target Date 2000-2010 TRRFX TRP RETIREMENT 2005 100% 1 60 0 0.34% 2.74%
Target Date 2031-2035 TRRJX TRP RETIREMENT 2035 97% 1 60 0 0.84% 8.3%
Target Date 2000-2010 TRRAX TRP RETIREMENT 2010 97% 1 60 0 0.99% 10.65%
Target Date 2021-2025 TRRHX TRP RETIREMENT 2025 96% 1 60 0 1.05% 11.24%
Target Date 2041-2045 TRRKX TRP RETIREMENT 2045 96% 1 60 0 1.12% 6.6%
Target Date 2051+ TRRNX TRP RETIREMENT 2055 93% 1 60 0 1.14% 5.91%
Retirement Income TRRIX TRP RETIREMENT INCOME 91% 1 60 0 0.34% 2.96%
Target Date 2046-2050 TRRMX TRP RETIREMENT 2050 78% 1 60 0 0.63% 6.57%
Money Market-Taxable FRTXX FID RETIRE MMKT 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond PTTRX PIM TOTAL RT INST5 97% 1 60 0 0.83% 3.98%
US EQUITY
LARGE GROWTH FCNTX FID CONTRAFUND 96% 1 60 0 0.55% 4.32%
Small Growth PSCZX Prudential Jennison Small Company Z 93% 1 60 0 0.82% 0.51%
MID-CAP VALUE JMVAX PERKINS MID CP VAL I 90% 1 60 0 0.91% 1.13%
Mid-Cap Growth TMDIX TIMESSQ MID CP GTH I 90% 1 60 0 1.18% 0%
LARGE BLEND VINIX VANGUARD INST INDEX5 78% 1 60 0 0.02% 1.36%
Mid-Cap Growth ACRNX COLUMBIA ACORN Z 75% 1 60 0 1.83% 0%
SMALL VALUE SSGSX VICTORY SM CO OPP A 57% 1 60 0 0.85% 6.32%
LARGE VALUE ANDAX ALLNZ NFJ DIV VAL AD 33% 1 60 0 1.72% 15.58%
SMALL BLEND KSCIX KEELEY SMALL CAP VAL 0% 1 60 0 1.1% 11.04%
Average Expense Ratio: 0.87%
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Related Retirement Plans
LABORATORY CORPORATION OF AMERICA HOLDINGS 401(K) SAVINGS 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 1.7% 10.3% 1.6% 6.5% 5.0% 7.3%

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


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