MyPlanIQ BUFFETS INC. 401K SAVINGS PLAN

BUFFETS INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares
Mid-Cap Growth OSGIX JPMorgan Trust II: JPMorgan Mid Cap Growth Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
LARGE BLEND WFIRX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares
Mid-Cap Growth CANIX Columbia Acorn Trust: Columbia Acorn Fund; Class I Shares
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A 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
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 3.56%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 97% 3 60 0 0.83% 4%
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.86%
LARGE VALUE MEIIX MFS Series Trust I: MFS Value Fund; Class I Shares 91% 3 60 0 0.8% 8.52%
MID-CAP VALUE GSMCX Goldman Sachs Trust: Goldman Sachs Mid Cap Value Fund; Institutional Shares 83% 3 60 0 1.18% 5.26%
Mid-Cap Growth OSGIX JPMorgan Trust II: JPMorgan Mid Cap Growth Fund; Class A Shares 44% 3 60 0 0.95% 0%
LARGE GROWTH AGTHX Growth Fund of America 41% 3 60 0 0.3% 8.44%
LARGE BLEND WFIRX Wells Fargo Funds Trust: Wells Fargo Advantage Index Fund; Investor Class Shares 0% 3 60 0 0.45% 2.83%
Mid-Cap Growth CANIX Columbia Acorn Trust: Columbia Acorn Fund; Class I Shares 0% 3 60 0 0.71% 2.14%
SMALL BLEND SMVAX Wells Fargo Funds Trust: Wells Fargo Advantage Small Cap Value Fund; Class A Shares 0% 3 60 0 1.28% 36.67%
Average Expense Ratio: 0.92%
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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*
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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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