LEXICON PHARMACEUTICALS INC. 401 K PLAN
Investment Model Portfolios

Investment options of LEXICON PHARMACEUTICALS INC. 401 K PLAN

Total Available Funds: 33
Asset Class Ticker Description
US EQUITY
LARGE VALUE AAGPX ABF Large Cap Value Fund
Mid-Cap Growth ARTMX ARTISAN MID CAP INV
MID-CAP BLEND FLPSX FID LOW PRICED STK
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE GROWTH FOCPX Fidelity OTC Portfolio
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap Fund
SMALL VALUE NOSGX NORTHERN SM CAP VAL
LARGE BLEND FUSEX SPARTAN 500 INDEX
MID-CAP BLEND FSEMX Spartan Extended Market Index Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
SMALL BLEND SMMVX WFA SM CAP VAL INV
FIXED INCOME
Inflation-Protected Bond APISX American Century Inflation-Adjusted BD Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
LONG GOVERNMENT PLGBX PIMCO LT US GOVT ADM
Intermediate Government FIBIX SPARTAN INTL INDEX
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX FID DIVERSIFD INTL
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Others
Target Date 2000-2010 FFFBX FID FREEDOM 2000
Target Date 2000-2010 FFFVX FID FREEDOM 2005
Target Date 2000-2010 FFFCX FID FREEDOM 2010
Target Date 2011-2015 FFVFX FID FREEDOM 2015
Target Date 2016-2020 FFFDX FID FREEDOM 2020
Target Date 2021-2025 FFTWX FID FREEDOM 2025
Target Date 2026-2030 FFFEX FID FREEDOM 2030
Target Date 2031-2035 FFTHX FID FREEDOM 2035
Target Date 2036-2040 FFFFX FID FREEDOM 2040
Target Date 2041-2045 FFFGX FID FREEDOM 2045
Target Date 2046-2050 FFFHX FID FREEDOM 2050
Target Date 2051+ FDEEX FDEEX,FID FREEDOM 2055
Retirement Income FFFAX FID FREEDOM INCOME
not found no ticker FID MGD INC PORT
Moderate Allocation FPURX Fidelity Puritan Fund
Retirement Income FFFAX Fidelity Freedom Income Fund

Investment model portfolios

We provide two types of investment model portfolios for LEXICON PHARMACEUTICALS INC. 401 K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LEXICON PHARMACEUTICALS INC. 401 K PLAN Strategic Asset Allocation - Optimal Moderate NA -0.95% 3.36% 3.73% 7.91% 6.26% NA 6.66%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LEXICON PHARMACEUTICALS INC. 401 K PLAN Tactical Asset Allocation Moderate NA -3.03% -0.14% 0.11% 1.52% 2.55% 4.03% 4.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%