MyPlanIQ 401k Investor ZIMMER HOLDINGS INC. SAVINGS AND INVESTMENT PROGRAM

ZIMMER HOLDINGS INC. SAVINGS AND INVESTMENT PROGRAM

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SGOIX 1ST EAGLE OVERSEAS I
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Others
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
SMALL VALUE AVFIX ABF SM CAP VAL INST
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE GROWTH FGCKX FID GROWTH CO K
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX ABDN EMERG MKTS INST
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SGOIX 1ST EAGLE OVERSEAS I
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Others
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2050+ FDENX FID FREEDOM K 2055
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Retirement Income FFKAX FID FREEDOM K INCOME
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
SMALL VALUE AVFIX ABF SM CAP VAL INST
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
LARGE GROWTH FGCKX FID GROWTH CO K
Small Growth HSIIX EAGLE SM CAP GRTH I
MID-CAP BLEND FLPKX FID LOW PRICED STK K
Mid-Cap Growth BGRFX BARON GROWTH
LARGE BLEND FXSIX SPTN 500 INDEX INST
LARGE VALUE ICSLX MAINSTY ICAP SELEQ I
Total Available Funds: 25
  • 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 ABEMX ABDN EMERG MKTS INST 77% 3 60 0 1.1% 1.45%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SGOIX 1ST EAGLE OVERSEAS I 96% 3 60 0 0.8% 2.43%
Foreign Large Growth TIVRX THORNBURG INT VAL R5 94% 3 60 0 1.16% 2.43%
Others
Target Date 2000-2010 FFKBX FID FREEDOM K 2000 0% 3 60 0 0.39% 4.72%
Target Date 2050+ FDENX FID FREEDOM K 2055 0% 3 60 0 0.05% 3.38%
Target Date 2000-2010 FFKVX FID FREEDOM K 2005 0% 3 60 0 0.46% 5.14%
Target Date 2041-2045 FFKGX FID FREEDOM K 2045 0% 3 60 0 0.63% 3.92%
Target Date 2026-2030 FFKEX FID FREEDOM K 2030 0% 3 60 0 0.59% 3.82%
Retirement Income FFKAX FID FREEDOM K INCOME 0% 3 60 0 0.39% 3.89%
Target Date 2000-2010 FFKCX FID FREEDOM K 2010 0% 3 60 0 0.5% 6.98%
Target Date 2031-2035 FKTHX FID FREEDOM K 2035 0% 3 60 0 0.62% 4.48%
Target Date 2021-2025 FKTWX FID FREEDOM K 2025 0% 3 60 0 0.58% 4.63%
Target Date 2011-2015 FKVFX FID FREEDOM K 2015 0% 3 60 0 0.51% 6.93%
Target Date 2046-2050 FFKHX FID FREEDOM K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2036-2040 FFKFX FID FREEDOM K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2016-2020 FFKDX FID FREEDOM K 2020 0% 3 60 0 0.54% 3.87%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 3 60 0 0.83% 3.99%
US EQUITY
SMALL VALUE AVFIX ABF SM CAP VAL INST 81% 3 60 0 1.28% 5.61%
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST 72% 3 60 0 0.04% 1.81%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.51%
Small Growth HSIIX EAGLE SM CAP GRTH I 67% 3 60 0 0.71% 9.44%
MID-CAP BLEND FLPKX FID LOW PRICED STK K 61% 3 60 0 0.82% 17.32%
Mid-Cap Growth BGRFX BARON GROWTH 40% 3 60 0 1.3% 1.88%
LARGE BLEND FXSIX SPTN 500 INDEX INST 0% 3 60 0 0.04% 2.05%
LARGE VALUE ICSLX MAINSTY ICAP SELEQ I 0% 3 60 0 0.9% 22.38%
Average Expense Ratio: 0.65%
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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*
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(Ticker:ZMH)
This plan consists of 28 funds, some of them are: HSIIX, FDLXX, BGRFX, FLPKX, FFKDX, FFKFX.
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