MyPlanIQ 401k Investor Luby’s Savings and Investment Plan

Luby’s Savings and Investment Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLFX American Funds SMALLCAP World Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund A
Target Date 2050+ REITX American Funds 2050 Target Date Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
SHORT GOVERNMENT STABLEVALUE INVESCO Stable Value Fund
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND NEIAX Columbia Large Cap Index Fund A
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RSLFX American Funds SMALLCAP World Fund
Foreign Large Blend AEPGX American Funds Europacific Growth Fund
Others
Moderate Allocation CTFAX Columbia Acorn Fund A
Target Date 2050+ REITX American Funds 2050 Target Date Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund
Moderate Allocation ABALX American Funds American Balanced Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
SHORT GOVERNMENT STABLEVALUE INVESCO Stable Value Fund
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
LARGE BLEND NEIAX Columbia Large Cap Index Fund A
Total Available Funds: 18
  • 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
WORLD STOCK RSLFX American Funds SMALLCAP World Fund 88% 3 60 0 0.66% 0%
Foreign Large Blend AEPGX American Funds Europacific Growth Fund 57% 3 60 0 0.9% 1.08%
Others
Moderate Allocation CTFAX Columbia Acorn Fund A 94% 3 60 0 0.85% 3.33%
Target Date 2050+ REITX American Funds 2050 Target Date Fund 82% 3 60 0 0.73% 0%
Target Date 2036-2040 REGTX American Funds 2040 Target Date Fund 75% 3 60 0 1.46% 3.82%
Target Date 2031-2035 REFTX American Funds 2035 Target Date Fund 74% 3 60 0 0.35% 0%
Target Date 2000-2010 REATX American Funds 2010 Target Date Fund 74% 3 60 0 0.28% 0%
Target Date 2026-2030 REETX American Funds 2030 Target Date Fund 73% 3 60 0 0.33% 0%
Target Date 2041-2045 REHTX American Funds 2045 Target Date Fund 73% 3 60 0 0.72% 0%
Target Date 2011-2015 REJTX American Funds 2015 Target Date Fund 72% 3 60 0 0.3% 0%
Target Date 2021-2025 REDTX American Funds 2025 Target Date Fund 71% 3 60 0 0.32% 0%
Target Date 2016-2020 RECTX American Funds 2020 Target Date Fund 70% 3 60 0 0.3% 0%
Moderate Allocation ABALX American Funds American Balanced Fund 43% 3 60 0 0.31% 1.79%
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer 75% 3 60 0 0.33% 2.71%
SHORT GOVERNMENT STABLEVALUE INVESCO Stable Value Fund 16% 3 60 0 NA 28.04%
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund 83% 3 60 0 0.26% 1.24%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.71%
LARGE BLEND NEIAX Columbia Large Cap Index Fund A 36% 3 60 0 0.2% 1.07%
Average Expense Ratio: 0.53%
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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 2.1% 21.9% 8.8% 12.3% 8.7% 10.1%

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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 to Create Model Portfolio

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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 1.7% 21.9% 7.3% 9.9% 6.6% 7.9%

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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(Ticker:LUB)
The plan consists of 18 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The symbol of the company is LUB.



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