MyPlanIQ LINCOLN NATIONAL CORPORATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

LINCOLN NATIONAL CORPORATION EMPLOYEES SAVINGS AND RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Growth HAIGX Harbor Funds: Harbor International Growth Fund; Institutional Class Shares
Others
Conservative Allocation DFIIX Delaware Group Foundation Funds: Delaware Foundation Conservative Allocation Fund; Institutional Class Shares
Moderate Allocation DFFIX Delaware Group Foundation Funds: Delaware Foundation Moderate Allocation Fund; Institutional Class Shares
Aggressive Allocation DFGIX Delaware Group Foundation Funds: Delaware Foundation Growth Allocation Fund; Institutional Class Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE GROWTH RGAFX Growth Fund of America
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Foreign Large Growth HAIGX Harbor Funds: Harbor International Growth Fund; Institutional Class Shares
Others
Conservative Allocation DFIIX Delaware Group Foundation Funds: Delaware Foundation Conservative Allocation Fund; Institutional Class Shares
Moderate Allocation DFFIX Delaware Group Foundation Funds: Delaware Foundation Moderate Allocation Fund; Institutional Class Shares
Aggressive Allocation DFGIX Delaware Group Foundation Funds: Delaware Foundation Growth Allocation Fund; Institutional Class Shares
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE GROWTH RGAFX Growth Fund of America
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares
MID-CAP VALUE DLMIX Delaware Group Equity Funds I: Delaware Mid Cap Value Fund; Institutional Class Shares
Total Available Funds: 10
  • 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 DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 2.33%
Foreign Large Growth HAIGX Harbor Funds: Harbor International Growth Fund; Institutional Class Shares 88% 3 60 0 1.21% 0%
Others
Conservative Allocation DFIIX Delaware Group Foundation Funds: Delaware Foundation Conservative Allocation Fund; Institutional Class Shares 0% 3 60 0 0.88% 2.76%
Moderate Allocation DFFIX Delaware Group Foundation Funds: Delaware Foundation Moderate Allocation Fund; Institutional Class Shares 0% 3 60 0 0.79% 2.27%
Aggressive Allocation DFGIX Delaware Group Foundation Funds: Delaware Foundation Growth Allocation Fund; Institutional Class Shares 0% 3 60 0 0.9% 10.51%
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares 78% 3 60 0 0.02% 1.36%
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares 75% 3 60 0 1.83% 0%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 0.75%
MID-CAP BLEND VIEIX Vanguard Index Funds: Vanguard Extended Market Index Fund; Institutional Shares 74% 3 60 0 0.06% 1.29%
MID-CAP VALUE DLMIX Delaware Group Equity Funds I: Delaware Mid Cap Value Fund; Institutional Class Shares 0% 3 60 0 0.89% 1.56%
Average Expense Ratio: 0.77%
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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*
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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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