MyPlanIQ CRACKER BARREL OLD COUNTRY STORE INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN

CRACKER BARREL OLD COUNTRY STORE INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN Investment Model Portfolios

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CRACKER BARREL OLD COUNTRY STORE, INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
World Allocation PAUIX PIMCO Funds: PIMCO All Asset All Authority Fund; Institutional Class Shares
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares
US EQUITY
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
World Allocation PAUIX PIMCO Funds: PIMCO All Asset All Authority Fund; Institutional Class Shares
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares
Target Date 2046-2050 JTSAX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class A Shares
Retirement Income JSRAX JPMorgan Trust I: JPMorgan SmartRetirement Income Fund; Class A Shares
Target Date 2000-2010 JSWAX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class A Shares
US EQUITY
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return 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
Others
World Allocation PAUIX PIMCO Funds: PIMCO All Asset All Authority Fund; Institutional Class Shares 97% 3 60 0 3.61% 3.08%
Target Date 2026-2030 JSMAX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Class A Shares 69% 3 60 0 0.64% 5.21%
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares 68% 3 60 0 0.67% 2.29%
Target Date 2016-2020 JTTAX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Class A Shares 64% 3 60 0 0.62% 5.4%
Target Date 2046-2050 JTSAX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class A Shares 58% 3 60 0 0.67% 2.46%
Retirement Income JSRAX JPMorgan Trust I: JPMorgan SmartRetirement Income Fund; Class A Shares 41% 3 60 0 0.86% 3.64%
Target Date 2000-2010 JSWAX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class A Shares 0% 3 60 0 0.86% 2.66%
US EQUITY
LARGE BLEND MSPIX MainStay Funds Trust: MainStay S&P 500 Index Fund; Class I Shares 74% 3 60 0 0.52% 1.2%
LARGE VALUE MDDVX BlackRock Equity Dividend Fund; Investor A Shares 56% 3 60 0 1% 2.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.64%
Average Expense Ratio: 1.03%
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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 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 to Create Model Portfolio

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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
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