MyPlanIQ 401k Investor RUBY TUESDAY INC. SALARY DEFERRAL PLAN

RUBY TUESDAY INC. SALARY DEFERRAL PLAN Investment Model Portfolios

This Plan is unrated.
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RUBY TUESDAY SALARY DEFERRAL PLAN
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
WORLD STOCK RWIFX American Capital World G/I Fund
Others
ROOT CASH Wells Fargo Adv Money Mkt
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010
Retirement Income WOTDX Wells Fargo Adv Dow Jones Target Today
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond Fund
High Yield Bond PHIYX Pimco High Yield
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE VALUE MEIHX MFS Value Fund Class R3
LARGE BLEND ANCFX American Funds Fundamental Investors
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
WORLD STOCK RWIFX American Capital World G/I Fund
Others
ROOT CASH Wells Fargo Adv Money Mkt
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010
Retirement Income WOTDX Wells Fargo Adv Dow Jones Target Today
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050
Target Date 2016-2020 WFOBX Wells Fargo Adv Dow Jones Target 2020
Target Date 2026-2030 WFOOX Wells Fargo Adv Dow Jones Target 2030
Target Date 2036-2040 WFOSX Wells Fargo Adv Dow Jones Target 2040
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond Fund
High Yield Bond PHIYX Pimco High Yield
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund N6
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A
LARGE VALUE MEIHX MFS Value Fund Class R3
LARGE BLEND ANCFX American Funds Fundamental Investors
LARGE GROWTH AGTHX American Growth Fund of Amer Class
Mid-Cap Growth BARAX Baron Asset
Small Growth WFSIX Wells Fargo Adv Small Cap Growth Fund
MID-CAP BLEND SMCDX Wells Fargo Adv Mid Cap Disciplined Fund
LARGE BLEND WFVEX Wells Fargo Adv Index Fund
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund
Total Available Funds: 22
  • 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 Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.18%
WORLD STOCK RWIFX American Capital World G/I Fund 92% 3 60 0 0.75% 1.35%
Others
ROOT CASH Wells Fargo Adv Money Mkt 0% 1 60 0 NA 2.61%
Target Date 2000-2010 WFOAX Wells Fargo Adv Dow Jones Target 2010 0% 3 60 0 1.35% 9.97%
Retirement Income WOTDX Wells Fargo Adv Dow Jones Target Today 0% 3 60 0 0.6% 10.09%
Target Date 2050+ WFQFX Wells Fargo Adv Dow Jones Target 2050 0% 3 60 0 0.85% 23.55%
Target Date 2016-2020 WFOBX Wells Fargo Adv Dow Jones Target 2020 0% 3 60 0 0.49% 14.03%
Target Date 2026-2030 WFOOX Wells Fargo Adv Dow Jones Target 2030 0% 3 60 0 0.29% 16.45%
Target Date 2036-2040 WFOSX Wells Fargo Adv Dow Jones Target 2040 0% 3 60 0 0.49% 18.78%
FIXED INCOME
Intermediate-Term Bond PTTRX Pimco Total Return 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond MBFIX Wells Fargo Adv Total Return Bond Fund 92% 3 60 0 0.7% 3.68%
High Yield Bond PHIYX Pimco High Yield 72% 3 60 0 0.66% 5.84%
SHORT GOVERNMENT STABLEVALUE Wells Fargo Stable Return Fund N6 16% 3 60 0 NA 28.04%
US EQUITY
LARGE BLEND NYVTX Davis NY Venture Fund A 92% 3 60 0 1.75% 19.91%
LARGE VALUE MEIHX MFS Value Fund Class R3 54% 3 60 0 0.8% 8.49%
LARGE BLEND ANCFX American Funds Fundamental Investors 52% 3 60 0 0.28% 3.41%
LARGE GROWTH AGTHX American Growth Fund of Amer Class 41% 3 60 0 0.3% 8.93%
Mid-Cap Growth BARAX Baron Asset 35% 3 60 0 1.33% 17.59%
Small Growth WFSIX Wells Fargo Adv Small Cap Growth Fund 0% 3 60 0 NA 5.63%
MID-CAP BLEND SMCDX Wells Fargo Adv Mid Cap Disciplined Fund 0% 3 60 0 1.32% 8.77%
LARGE BLEND WFVEX Wells Fargo Adv Index Fund 0% 3 60 0 NA 1.71%
SMALL BLEND SMVAX Wells Fargo Adv Small Cap Value Fund 0% 3 60 0 1.28% 36.67%
Average Expense Ratio: 0.81%
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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*
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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(Ticker:RT)
The plan consists of 22 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The symbol of the complany is RT.



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