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Cracker Barrel Stores 401(K) Plan
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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
JPMorgan SmartRetirement 2040 Fund Class A Shares
SMTAX
C
U.S. All Cap
13
0.29%
American Funds Capital World Growth and Income Fund Class R-3
RWICX
C
U.S. Large Cap
14
1.09%
JPMorgan SmartRetirement 2050 Fund Class A Shares
JTSAX
C
U.S. All Cap
14
0.29%
MainStay S&P 500 Index Fund Class I
MSPIX
C
U.S. Large Cap
15
0.35%
JPMorgan SmartRetirement Income Fund Class A Shares
JSRAX
C
U.S. All Cap
5
0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares
JTTAX
C
U.S. All Cap
6
0.28%
JPMorgan SmartRetirement 2030 Fund Class A Shares
JSMAX
C
U.S. All Cap
9
0.29%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
Oppenheimer Global Opportunities Fund Class A
OPGIX
C-
U.S. Mid Cap - Growth
21
1.21%
American Century Growth Fund A Class
TCRAX
C--
U.S. Large Cap - Growth
21
1.22%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
JPMorgan Mid Cap Value Fund Class A
JAMCX
C++
U.S. Mid Cap - Value
19
1.23%
Dreyfus Small Cap Stock Index Fund Investor Shares
DISSX
B++
U.S. Small Cap - Value
23
0.5%
Global & Intl. Equity
Thornburg International Value Fund Class R3
TGVRX
A+
Europe
14
1.45%
Dreyfus International Stock Index Fund Investor Shares
DIISX
B-
International Large Cap
14
0.6%
PIMCO All Asset All Authority Fund Class A
PAUAX
A++
International Small Cap
8
0.63%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Other
JPMorgan SmartRetirement 2010 Fund Class A Shares
JSWAX
Other
0
0.28%
John Hancock Balanced Fund Class R3
JBAHX
Other
0
1.35%
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