MyPlanIQ 401k Investor BIG LOTS SAVINGS PLAN

BIG LOTS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Others
Moderate Allocation RLBFX American Balanced Fund
ROOT CASH Money market substitute
EQUITY WM Washington Mutual Investors Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Pro Sec Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
High Yield Bond AOPIX Riversource Income Fund II
US EQUITY
SMALL BLEND RTRIX Royce Total Return Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE GROWTH RGAFX The Growth Fund of America Growth Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ARTJX Artisan International Fund
Others
Moderate Allocation RLBFX American Balanced Fund
ROOT CASH Money market substitute
EQUITY WM Washington Mutual Investors Fund
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Pro Sec Fund
Intermediate-Term Bond HABDX Harbor Bond Fund
High Yield Bond AOPIX Riversource Income Fund II
Muni National Interm EKEYX Evergreen MMF
US EQUITY
SMALL BLEND RTRIX Royce Total Return Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE GROWTH RGAFX The Growth Fund of America Growth Fund
LARGE VALUE TWEAX American Century Equity Inc ADV Fund
Mid-Cap Growth BGRFX Baron Growth Fund
Mid-Cap Growth BARAX Baron Asset Fund
LARGE BLEND ADIEX Riversource S&P 500 Index Fund
Total Available Funds: 15
  • 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 SMALL/MID GROWTH ARTJX Artisan International Fund 97% 3 60 0 1.31% 0%
Others
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.64%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
EQUITY WM Washington Mutual Investors Fund 0% 3 60 0 NA 1.6%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Pro Sec Fund 98% 3 60 0 0.07% 4.24%
Intermediate-Term Bond HABDX Harbor Bond Fund 93% 3 60 0 0.3% 4.39%
High Yield Bond AOPIX Riversource Income Fund II 0% 3 60 0 0.69% 0%
Muni National Interm EKEYX Evergreen MMF 0% 3 60 0 NA NA
US EQUITY
SMALL BLEND RTRIX Royce Total Return Fund 95% 3 60 0 1.95% 10.23%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE GROWTH RGAFX The Growth Fund of America Growth Fund 75% 3 60 0 0.63% 0.75%
LARGE VALUE TWEAX American Century Equity Inc ADV Fund 44% 3 60 0 0.59% 8.62%
Mid-Cap Growth BGRFX Baron Growth Fund 40% 3 60 0 1.3% 1.84%
Mid-Cap Growth BARAX Baron Asset Fund 35% 3 60 0 1.33% 3.55%
LARGE BLEND ADIEX Riversource S&P 500 Index Fund 0% 3 60 0 NA 0%
Average Expense Ratio: 0.93%
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Related Retirement Plans
BIG LOTS 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% 9.5% 0.3% 6.7% 4.7% 7.3%

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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:BIG)
The plan consists of 15 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Big Lots, Inc., through its subsidiaries, operates as a broad line closeout retailer in the United States. The company offers products under various merchandising categories.



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