MyPlanIQ 401k Investor Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan

Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Growth MIEIX MFS INST INTL EQUITY
Foreign Small/Mid Blend VINEX VANG INTL EXPLOR INV
Others
Moderate Allocation FPUKX FID PURITAN K
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK
Foreign Large Growth MIEIX MFS INST INTL EQUITY
Foreign Small/Mid Blend VINEX VANG INTL EXPLOR INV
Foreign Large Blend FSIIX SPTN INTL INDEX INV
Foreign Large Blend FDIKX FID DIVERSIFD INTL K
Others
Moderate Allocation FPUKX FID PURITAN K
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
ROOT CASH FED UST CASH RSV IS
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS
US EQUITY
SMALL BLEND PENNX ROYCE PA MUTUAL INV
LARGE VALUE AAGPX ABF LG CAP VAL INV
Mid-Cap Growth GGOIX GS GROWTH OPPS INST
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV
LARGE GROWTH FCNKX FID CONTRAFUND K
MID-CAP BLEND FLPKX FID LOW PRICED STK K
LARGE BLEND VDSIX VICTORY DIVRSD STK I
MID-CAP VALUE APHQX ARTISAN MID CAP VAL
LARGE BLEND FXSIX SPTN 500 INDEX INST
Total Available Funds: 32
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS 91% 1 60 0 1.07% 4.97%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODGE & COX INTL STK 99% 1 60 0 0.52% 2.33%
Foreign Large Growth MIEIX MFS INST INTL EQUITY 90% 1 60 0 0.72% 0%
Foreign Small/Mid Blend VINEX VANG INTL EXPLOR INV 89% 1 60 0 0.41% 4.16%
Foreign Large Blend FSIIX SPTN INTL INDEX INV 86% 1 60 0 0.17% 0%
Foreign Large Blend FDIKX FID DIVERSIFD INTL K 72% 1 60 0 0.99% 4.5%
Others
Moderate Allocation FPUKX FID PURITAN K 69% 1 60 0 0.5% 4.37%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 1 60 0 0.39% 1.34%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 1 60 0 0.05% 0%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 1 60 0 0.64% 1.28%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 1 60 0 0.63% 1.31%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 1 60 0 0.62% 1.49%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 1 60 0 0.62% 1.45%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 1 60 0 0.59% 1.74%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 1 60 0 0.58% 1.47%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 1 60 0 0.54% 1.69%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 1 60 0 0.51% 2.06%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 1 60 0 0.5% 2.15%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 1 60 0 0.46% 1.44%
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 1 60 0 0.39% 2.83%
ROOT CASH FED UST CASH RSV IS 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond FXSTX SPTN US BOND IDX IS 0% 1 60 0 0.03% 2.75%
US EQUITY
SMALL BLEND PENNX ROYCE PA MUTUAL INV 100% 1 60 0 0.96% 0.36%
LARGE VALUE AAGPX ABF LG CAP VAL INV 98% 1 60 0 0.94% 1.57%
Mid-Cap Growth GGOIX GS GROWTH OPPS INST 90% 1 60 0 1.41% 0%
MID-CAP BLEND FSEMX SPTN EXT MKT IDX INV 75% 1 60 0 0.1% 0%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 60% 1 60 0 0.82% 18.74%
LARGE BLEND VDSIX VICTORY DIVRSD STK I 59% 1 60 0 0.78% 10.81%
MID-CAP VALUE APHQX ARTISAN MID CAP VAL 7% 1 60 0 1.05% 17.97%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.59%
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Related Retirement Plans
LENNOX INTERNATIONAL INC. MERGED PROFIT SHARING AND 401(K) RETIREMENT PLAN FOR SALARIED EMPLOYEES
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 3.2% 12.3% 2.0% 5.3% 9.9% 10.3%

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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 33 funds. It covers 4 major asset classes and 25 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and Emerging Market Equity.
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