MyPlanIQ 401k Investor Lowe’s 401(k) Plan

Lowe’s 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX    American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX    Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX    Vanguard Target Retirement 2045 Fund
Retirement Income VTINX    Vanguard Target Retirement Income Fund
US EQUITY
SMALL VALUE VISVX    Vanguard Small Cap Value Index Fund
LARGE VALUE FEQIX    Fidelity Equity-Income Fund
Small Growth PSGIX    BlackRock Small Cap Growth Equity Portfolio
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX    American Funds EuroPacific Growth Fund
Others
Target Date 2021-2025 VTTVX    Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX    Vanguard Target Retirement 2045 Fund
Retirement Income VTINX    Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX    Vanguard Target Retirement 2035 Fund
Target Date 2050+ VFIFX    Vanguard Target Retirement 2050 Fund
Target Date 2036-2040 VFORX    Vanguard Target Retirement 2040 Fund
Target Date 2026-2030 VTHRX    Vanguard Target Retirement 2030 Fund
Target Date 2016-2020 VTWNX    Vanguard Target Retirement 2020 Fund
Target Date 2011-2015 VTXVX    Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTENX    Vanguard Target Retirement 2010 Fund
Target Date 2000-2010 VTOVX    Vanguard Target Retirement 2005 Fund
US EQUITY
SMALL VALUE VISVX    Vanguard Small Cap Value Index Fund
LARGE VALUE FEQIX    Fidelity Equity-Income Fund
Small Growth PSGIX    BlackRock Small Cap Growth Equity Portfolio
MID-CAP VALUE FRBSX    Franklin Balance Sheet Investment Fund
Mid-Cap Growth RPMGX    T. Rowe Price Mid-Cap Growth Fund
LARGE VALUE AVLIX American Century Value Fund – Institutional Class
LARGE GROWTH RNGFX    American Funds The New Economy Fund
LARGE BLEND VINIX    Vanguard Institutional Index Fund
Total Available Funds: 20
  • 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 RERFX    American Funds EuroPacific Growth Fund 94% 3 60 0 0.84% 3.89%
Others
Target Date 2021-2025 VTTVX    Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX    Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX    Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX    Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 2.65%
Target Date 2050+ VFIFX    Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX    Vanguard Target Retirement 2040 Fund 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX    Vanguard Target Retirement 2030 Fund 70% 3 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX    Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 6.24%
Target Date 2011-2015 VTXVX    Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX    Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX    Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.94%
US EQUITY
SMALL VALUE VISVX    Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 2.37%
LARGE VALUE FEQIX    Fidelity Equity-Income Fund 98% 3 60 0 0.57% 4.84%
Small Growth PSGIX    BlackRock Small Cap Growth Equity Portfolio 93% 3 60 0 1% 0.28%
MID-CAP VALUE FRBSX    Franklin Balance Sheet Investment Fund 93% 3 60 0 1.15% 2.53%
Mid-Cap Growth RPMGX    T. Rowe Price Mid-Cap Growth Fund 87% 3 60 0 1.29% 6.75%
LARGE VALUE AVLIX American Century Value Fund – Institutional Class 82% 3 60 0 2.01% 7.7%
LARGE GROWTH RNGFX    American Funds The New Economy Fund 81% 3 60 0 0.53% 4.72%
LARGE BLEND VINIX    Vanguard Institutional Index Fund 78% 3 60 0 0.02% 3.37%
Average Expense Ratio: 0.44%
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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 5.6% 10.9% 2.3% 6.3% 5.2% 6.2%

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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:LOW)
The plan consists of 20 funds. It covers 2 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity and Foreign Equity.

Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and Canada. The company offers a range of products for home decorating, maintenance, repair, remodeling, and property maintenance.



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