MyPlanIQ 401k Investor BRINKER INTERNATIONAL 401(K) SAVINGS PLAN

BRINKER INTERNATIONAL 401(K) SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE VALUE AADEX American Beacon Large Cap Value Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Growth Fund
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
ROOT CASH Fidelity rtmt Money Mkt Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE VALUE AADEX American Beacon Large Cap Value Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Fund
Small Growth BUFSX Buffalo Small Cap Fund
SMALL BLEND STSVX The Boston Company Small Cap Value Fund
Total Available Funds: 21
  • 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 41% 3 60 0 0.84% 1.86%
Others
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 86% 3 60 0 0.75% 3.67%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 85% 3 60 0 0.64% 1.26%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 85% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 80% 3 60 0 0.75% 3.56%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 75% 3 60 0 0.66% 3.25%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 73% 3 60 0 0.34% 2.01%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 54% 3 60 0 0.54% 3.2%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 54% 3 60 0 0.58% 3.41%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 31% 3 60 0 0.49% 3.21%
Retirement Income FFFAX Fidelity Freedom Income Fund 24% 3 60 0 0.42% 2.89%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 18% 3 60 0 0.42% 2.92%
ROOT CASH Fidelity rtmt Money Mkt Portfolio 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 79% 3 60 0 0.83% 3.98%
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund 48% 3 60 0 0.07% 4.24%
US EQUITY
LARGE GROWTH FCNTX Fidelity Contrafund 99% 3 60 0 0.55% 4.32%
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund 84% 3 60 0 0.09% 1.79%
LARGE VALUE AADEX American Beacon Large Cap Value Fund 78% 3 60 0 0.94% 1.65%
SMALL BLEND NBGEX Neuberger Berman Genesis Fund 50% 3 60 0 0.84% 0%
Small Growth BUFSX Buffalo Small Cap Fund 28% 3 60 0 1.01% 0%
SMALL BLEND STSVX The Boston Company Small Cap Value Fund 10% 3 60 0 1.03% 8.67%
Average Expense Ratio: 0.62%
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Related Retirement Plans
BRINKER INTERNATIONAL 401(K) SAVINGS PLAN
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 1.5% 11.8% 1.4% 8.8% 6.7% 8.4%

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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:EAT)
The plan consists of 21 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.


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