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MyPlanIQ 401k Investor MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN

MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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MCKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
EUROPE STOCK VGK VGK
WORLD STOCK OAKWX OAKMARK GLOBAL SELECT FUND(OAKWX)
US EQUITY
LARGE BLEND YACKX YACKTMAN FUND SERVICE CLASS(YACKX)
LARGE BLEND OAKMX OAKMARK FUND(OAKMX)
LARGE GROWTH SNIGX PSIP LARGE CAP GROWTH
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares
Moderate Allocation OAKBX OAKBX
Moderate Allocation BUFBX BUFFALO FLEXIBLE INCOME FUND(BUFBX)
Moderate Allocation FBALX FIDELITY BALANCED(FBALX)
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares
ROOT BAC BAC
Target Date 2000-2010 VTOVX VANGUARD TARGET 2055
Trading-Inverse Equity FBG FISHER SMALL CAP VALUE
ROOT MCK MCKESSON EE STK FUND
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX
EUROPE STOCK VGK VGK
WORLD STOCK OAKWX OAKMARK GLOBAL SELECT FUND(OAKWX)
US EQUITY
LARGE BLEND YACKX YACKTMAN FUND SERVICE CLASS(YACKX)
LARGE BLEND OAKMX OAKMARK FUND(OAKMX)
LARGE GROWTH SNIGX PSIP LARGE CAP GROWTH
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Small Growth JAVTX JANUS VENTURE FUND(JAVTX)
Mid-Cap Growth POAGX PRIMECAP ODYSSEY AGGRESSIVE GROWTH(POAGX)
LARGE BLEND SVSPX SSGA S&P 500 INDEX
LARGE GROWTH MGCFX CADENCE SMALL CAP GROWTH
FIXED INCOME
Intermediate-Term Bond MPBFX BNY MELLON STBLE VALUE
High Yield Bond FAGIX FAGIX
Intermediate-Term Bond SSBMX SSGA BOND INDEX
Total Available Funds: 30
  • 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
Others
Target Date 2021-2025 VTTVX Vanguard Chester Funds: Vanguard Target Retirement 2025 Fund; Investor Class Shares 97% 1 60 0 0.08% 7.52%
Target Date 2041-2045 VTIVX Vanguard Chester Funds: Vanguard Target Retirement 2045 Fund; Investor Class Shares 97% 1 60 0 0.08% 2.76%
Target Date 2031-2035 VTTHX Vanguard Chester Funds: Vanguard Target Retirement 2035 Fund; Investor Class Shares 96% 1 60 0 0.08% 3.2%
Moderate Allocation OAKBX OAKBX 91% 3 60 0 0.83% 2.36%
Moderate Allocation BUFBX BUFFALO FLEXIBLE INCOME FUND(BUFBX) 90% 3 60 0 1.01% 8.87%
Moderate Allocation FBALX FIDELITY BALANCED(FBALX) 79% 3 60 0 0.5% 6.07%
Target Date 2046-2050 VFIFX Vanguard Chester Funds: Vanguard Target Retirement 2050 Fund; Investor Class Shares 75% 1 60 0 0.08% 2.34%
Target Date 2026-2030 VTHRX Vanguard Chester Funds: Vanguard Target Retirement 2030 Fund; Investor Class Shares 70% 1 60 0 0.08% 4.29%
Target Date 2036-2040 VFORX Vanguard Chester Funds: Vanguard Target Retirement 2040 Fund; Investor Class Shares 69% 1 60 0 0.08% 3.03%
Target Date 2016-2020 VTWNX Vanguard Chester Funds: Vanguard Target Retirement 2020 Fund; Investor Class Shares 66% 1 60 0 0.08% 8.16%
ROOT BAC BAC 0% 3 60 0 NA 3.11%
Target Date 2000-2010 VTOVX VANGUARD TARGET 2055 0% 3 60 0 NA 2.94%
Trading-Inverse Equity FBG FISHER SMALL CAP VALUE 0% 3 60 0 1.2% 0%
ROOT MCK MCKESSON EE STK FUND 0% 3 60 0 NA 0.46%
Target Date 2011-2015 VTXVX Vanguard Chester Funds: Vanguard Target Retirement 2015 Fund; Investor Class Shares 0% 1 60 0 0.08% 14.93%
Target Date 2000-2010 VTENX Vanguard Chester Funds: Vanguard Target Retirement 2010 Fund; Investor Class Shares 0% 1 60 0 0.17% 7.48%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX DODFX 99% 3 60 0 0.52% 1.39%
EUROPE STOCK VGK VGK 95% 3 60 0 0.09% 3.2%
WORLD STOCK OAKWX OAKMARK GLOBAL SELECT FUND(OAKWX) 74% 3 60 0 0.82% 1.53%
US EQUITY
LARGE BLEND YACKX YACKTMAN FUND SERVICE CLASS(YACKX) 99% 3 60 0 0.72% 17.22%
LARGE BLEND OAKMX OAKMARK FUND(OAKMX) 99% 3 60 0 0.63% 1.03%
LARGE GROWTH SNIGX PSIP LARGE CAP GROWTH 98% 3 60 0 1% 2.43%
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund 93% 1 60 0 0.52% 1.38%
Small Growth JAVTX JANUS VENTURE FUND(JAVTX) 89% 3 60 0 1.02% 6.04%
Mid-Cap Growth POAGX PRIMECAP ODYSSEY AGGRESSIVE GROWTH(POAGX) 85% 3 60 0 0.64% 14.98%
LARGE BLEND SVSPX SSGA S&P 500 INDEX 75% 3 60 0 0.16% 8.88%
LARGE GROWTH MGCFX CADENCE SMALL CAP GROWTH 0% 3 60 0 1.86% 1.44%
FIXED INCOME
Intermediate-Term Bond MPBFX BNY MELLON STBLE VALUE 96% 3 60 0 0.57% 3.57%
High Yield Bond FAGIX FAGIX 91% 3 60 0 0.93% 4.99%
Intermediate-Term Bond SSBMX SSGA BOND INDEX 0% 3 60 0 0.51% 1.22%
Average Expense Ratio: 0.53%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 19.7% 12.9% 29.6% 16.3% 13.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 9.1% 23.9% 8.5% 7.4% 6.3% 6.6%

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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 for Portfolio Details or Follow 3.1% 16.9% 10.2% 4.4% 7.6% 7.1%

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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:MCK)
The plan consists of 11 funds. It covers 1 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity.

McKesson Corporation (NYSE: MCK) offers medicines, pharmaceutical supplies, and information and care management products and services for the healthcare industry. It operates through two segments, Distribution Solutions and Technology Solutions.



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