MyPlanIQ 401k Investor Lowe's 401(k) Plan

Lowe's 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund Mutual Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund Mutual Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund Mutual Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio Mutual Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund Mutual Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund Mutual Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund Mutual Fund
ROOT CASH State Street Bank Money Market Fund
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund Mutual Fund
LARGE VALUE FEQIX Fidelity Equity-Income Fund Mutual Fund
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio Mutual Fund
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Mutual Fund
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund Mutual Fund
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund
LARGE GROWTH RGAFX American Funds EuroPacific Growth Fund Mutual Fund
LARGE GROWTH ANFCX American Funds The New Economy Fund Mutual Fund
LARGE VALUE TWADX American Century Value Fund – Institutional Class Mutual 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
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund Mutual Fund 97% 3 60 0 0.08% 4.12%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund Mutual Fund 97% 3 60 0 0.08% 2.48%
Retirement Income VTINX Vanguard Target Retirement Income Fund Mutual Fund 97% 3 60 0 0.08% 4.21%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund Mutual Fund 96% 3 60 0 0.08% 2.65%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund Mutual Fund 75% 3 60 0 0.08% 2.42%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund Mutual Fund 70% 3 60 0 0.08% 2.57%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund Mutual Fund 70% 3 60 0 0.08% 2.76%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund Mutual Fund 66% 3 60 0 0.08% 6.24%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.66%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund Mutual Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund Mutual Fund 0% 3 60 0 0.17% 7.48%
Target Date 2000-2010 VTOVX Vanguard Target Retirement 2005 Fund Mutual Fund 0% 3 60 0 NA 2.94%
ROOT CASH State Street Bank Money Market Fund 0% 3 60 0 NA 2.66%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund Mutual Fund 100% 3 60 0 0.06% 2.37%
LARGE VALUE FEQIX Fidelity Equity-Income Fund Mutual Fund 98% 3 60 0 0.57% 4.84%
Small Growth PSGIX BlackRock Small Cap Growth Equity Portfolio Mutual Fund 93% 3 60 0 1% 0.28%
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Mutual Fund 93% 3 60 0 1.15% 2.53%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth Fund Mutual Fund 87% 3 60 0 1.29% 6.75%
LARGE BLEND VINIX Vanguard Institutional Index Fund Mutual Fund 78% 3 60 0 0.02% 3.37%
LARGE GROWTH RGAFX American Funds EuroPacific Growth Fund Mutual Fund 75% 3 60 0 0.63% 8.76%
LARGE GROWTH ANFCX American Funds The New Economy Fund Mutual Fund 55% 3 60 0 0.53% 4.98%
LARGE VALUE TWADX American Century Value Fund – Institutional Class Mutual Fund 41% 3 60 0 2.01% 7.27%
Average Expense Ratio: 0.43%
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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:LOW)
The plan consists of 22 funds. It covers 1 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity.


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