MyPlanIQ 401k Investor KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN

KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth AIERX AIM International Growth
Others
Moderate Allocation OAKBX Oakmark Equity & Income
ROOT CASH Interest Bearing Cash Cash Equivalents
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
SMALL BLEND RTRRX Royce Total Return
LARGE VALUE MEIJX MFS Value
FIXED INCOME
Intermediate Government BBGVX BB T interm U.S. Government Bond
Total Available Funds: 11
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth AIERX AIM International Growth
Others
Moderate Allocation OAKBX Oakmark Equity & Income
ROOT CASH Interest Bearing Cash Cash Equivalents
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index
SMALL BLEND RTRRX Royce Total Return
LARGE VALUE MEIJX MFS Value
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value
LARGE GROWTH RGAFX American Funds Growth Fund of Amer
MID-CAP VALUE AFSVX Rain Small Mid Cap Value
SMALL BLEND SCOSX Oppenheimer Main Street Small Cap
FIXED INCOME
Intermediate Government BBGVX BB T interm U.S. Government Bond
Total Available Funds: 11
  • 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 Growth AIERX AIM International Growth 50% 3 60 0 1.6% 1.46%
Others
Moderate Allocation OAKBX Oakmark Equity & Income 91% 3 60 0 0.83% 2.3%
ROOT CASH Interest Bearing Cash Cash Equivalents 0% 1 60 0 NA 4.14%
US EQUITY
LARGE BLEND VFINX Vanguard 500 Index 98% 3 60 0 0.14% 1.27%
SMALL BLEND RTRRX Royce Total Return 92% 3 60 0 1.95% 8.74%
LARGE VALUE MEIJX MFS Value 91% 3 60 0 0.8% 8.61%
MID-CAP VALUE TRMCX T. Rowe Price Retirement Mid Cap Value 81% 3 60 0 0.83% 7.78%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
MID-CAP VALUE AFSVX Rain Small Mid Cap Value 0% 3 60 0 NA NA
SMALL BLEND SCOSX Oppenheimer Main Street Small Cap 0% 3 60 0 NA 4.6%
FIXED INCOME
Intermediate Government BBGVX BB T interm U.S. Government Bond 83% 3 60 0 1.5% 2.72%
Average Expense Ratio: 1.04%
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Related Retirement Plans
KRISPY KREME DOUGHNUT CORPORATION RETIREMENT 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 3.1% 11.1% 1.8% 13.8% 8.9% 9.4%

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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:KKD)
The plan consists of 12 funds. It covers 3 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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