MyPlanIQ 401k Investor Lifetime Brands Inc. 401(k) Savings Plan

Lifetime Brands Inc. 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund Cl A
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth Fund Cl R4
Others
Target Date 2050+ TRRNX T.Rowe Price Retire 2055 R
Target Date 2000-2010 RRTAX T.Rowe Price Retire 2010 R
Target Date 2036-2040 RRTDX T.Rowe Price Retire 2040-R
US EQUITY
LARGE BLEND PEOPX Dreyfus S&p 500 Index Fund
SMALL VALUE VSCAX Van Kampen Equity Tr Small Cap Value Fd Cl A
LARGE VALUE MVRRX MFS Value Fund Cl R2
FIXED INCOME
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bd
Intermediate-Term Bond PTRRX Pimco Total Return R
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund Cl A
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth Fund Cl R4
Others
Target Date 2050+ TRRNX T.Rowe Price Retire 2055 R
Target Date 2000-2010 RRTAX T.Rowe Price Retire 2010 R
Target Date 2036-2040 RRTDX T.Rowe Price Retire 2040-R
Target Date 2026-2030 RRTCX T.Rowe Price Retire 2030-R
Target Date 2050+ RRTFX T.Rowe Price Retire 2050-R
Target Date 2016-2020 RRTBX T.Rowe Price Retire 2020-R
Target Date 2041-2045 RRTRX T.Rowe Price Retire 2045-R
Target Date 2031-2035 RRTPX T.Rowe Price Retire 2035-R
Target Date 2011-2015 RRTMX T.Rowe Price Retirement 2015-R
Target Date 2021-2025 RRTNX T.Rowe Price Retire 2025-R
Moderate Allocation OARBX Oakmark Equity & Income Fund II
US EQUITY
LARGE BLEND PEOPX Dreyfus S&p 500 Index Fund
SMALL VALUE VSCAX Van Kampen Equity Tr Small Cap Value Fd Cl A
LARGE VALUE MVRRX MFS Value Fund Cl R2
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund Cl A
LARGE GROWTH RGACX American The Growth Fund Of America Cl R3
Small Growth NBMVX Neuberger Berman Small Cap Growth Fund Adv Cl
Mid-Cap Growth THCRX Thornburg Core Growth Fund Cl R3
FIXED INCOME
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bd
Intermediate-Term Bond PTRRX Pimco Total Return R
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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets Fund Cl A 65% 3 60 0 0.84% 0.51%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Europacific Growth Fund Cl R4 56% 3 60 0 0.9% 3.74%
Others
Target Date 2050+ TRRNX T.Rowe Price Retire 2055 R 93% 3 60 0 1.14% 3.54%
Target Date 2000-2010 RRTAX T.Rowe Price Retire 2010 R 67% 3 60 0 0.99% 10.25%
Target Date 2036-2040 RRTDX T.Rowe Price Retire 2040-R 65% 3 60 0 0.6% 7.3%
Target Date 2026-2030 RRTCX T.Rowe Price Retire 2030-R 63% 3 60 0 1.08% 10.31%
Target Date 2050+ RRTFX T.Rowe Price Retire 2050-R 60% 3 60 0 0.63% 6.35%
Target Date 2016-2020 RRTBX T.Rowe Price Retire 2020-R 60% 3 60 0 0.78% 11.68%
Target Date 2041-2045 RRTRX T.Rowe Price Retire 2045-R 49% 3 60 0 1.12% 6.35%
Target Date 2031-2035 RRTPX T.Rowe Price Retire 2035-R 45% 3 60 0 0.84% 8.07%
Target Date 2011-2015 RRTMX T.Rowe Price Retirement 2015-R 43% 3 60 0 0.76% 10.84%
Target Date 2021-2025 RRTNX T.Rowe Price Retire 2025-R 43% 3 60 0 1.05% 11%
Moderate Allocation OARBX Oakmark Equity & Income Fund II 0% 3 60 0 0.99% 0.66%
US EQUITY
LARGE BLEND PEOPX Dreyfus S&p 500 Index Fund 72% 3 60 0 0.5% 5.68%
SMALL VALUE VSCAX Van Kampen Equity Tr Small Cap Value Fd Cl A 62% 3 60 0 0.87% 0%
LARGE VALUE MVRRX MFS Value Fund Cl R2 55% 3 60 0 0.8% 8.19%
MID-CAP VALUE CMUAX Columbia Mid Cap Value Fund Cl A 41% 3 60 0 1.13% 1.24%
LARGE GROWTH RGACX American The Growth Fund Of America Cl R3 37% 3 60 0 0.3% 0%
Small Growth NBMVX Neuberger Berman Small Cap Growth Fund Adv Cl 37% 3 60 0 2.02% 0%
Mid-Cap Growth THCRX Thornburg Core Growth Fund Cl R3 34% 3 60 0 0.95% 0%
FIXED INCOME
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bd 96% 3 60 0 0.81% 3.64%
Intermediate-Term Bond PTRRX Pimco Total Return R 65% 3 60 0 0.8% 3.51%
Average Expense Ratio: 0.9%
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Related Retirement Plans
LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN
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*
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:LCUT)
The plan consists of 24 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

Lifetime Brands Inc. 401(k) Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.



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