MyPlanIQ 401k Investor JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN

JOHNSON CONTROLS SAVINGS AND INVESTMENT 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VWILX The International Growth Fund
Others
Retirement Income STLAX BlackRock LifePath Retirement
Target Date 2051+ LPVKX BlackRock LifePath 2055 K
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 K
FIXED INCOME
Intermediate-Term Bond FTBFX Fixed Income (Managed by Fidelity)
High Yield Bond MWHIX Metropolitan West High Yield Bond Class Institutional
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class
Total Available Funds: 28
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Blend VWILX The International Growth Fund
Others
Retirement Income STLAX BlackRock LifePath Retirement
Target Date 2051+ LPVKX BlackRock LifePath 2055 K
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 K
Target Date 2036-2040 LPSFX BlackRock LifePath 2040 K
Target Date 2026-2030 LPSDX BlackRock LifePath 2030 K
Retirement Income LPSAX BlackRock LifePath 2015 K
Target Date 2041-2045 LPHKX BlackRock LifePath 2045 K
Target Date 2031-2035 LPJKX BlackRock LifePath 2035 K
Target Date 2021-2025 LPBKX BlackRock LifePath 2025 K
Aggressive Allocation RLY SSgA Real Asset Non-Lending Series Class C7
Target Date 2016-2020 LPSCX BlackRock LifePath 2020 K
Money Market-Taxable FRTXX Fidelity Money Market Trust Retirement Government Money Market Portfolio
FIXED INCOME
Intermediate-Term Bond FTBFX Fixed Income (Managed by Fidelity)
High Yield Bond MWHIX Metropolitan West High Yield Bond Class Institutional
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class
Intermediate-Term Bond VBMPX BlackRock US Debt Index
US EQUITY
SMALL VALUE VISVX Small Cap Value
LARGE GROWTH VPMCX Vanguard PRIMECAP Admiral Shares
SMALL BLEND SMEIX Invesco Small Cap Growth Institutional Class
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Institutional Class
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Institutional Class
Mid-Cap Growth CMGIX BlackRock MidCap Equity Index
Mid-Cap Growth VMGRX Mid-Cap Growth
MID-CAP BLEND FLPSX Fidelity® Low-Priced Stock
LARGE BLEND PNIEX BlackRock Equity Index
Total Available Funds: 28
  • 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 Blend EFA BlackRock EAFE Equity Index 100% 1 60 0 0.33% 2.9%
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Blend VWILX The International Growth Fund 84% 1 60 0 0.45% 1.94%
Others
Retirement Income STLAX BlackRock LifePath Retirement 92% 1 60 0 0.84% 3.62%
Target Date 2051+ LPVKX BlackRock LifePath 2055 K 90% 1 60 0 0.59% 1.29%
Target Date 2046-2050 LPSGX BlackRock LifePath 2050 K 88% 1 60 0 0.34% 1.3%
Target Date 2036-2040 LPSFX BlackRock LifePath 2040 K 79% 1 60 0 1.04% 1.39%
Target Date 2026-2030 LPSDX BlackRock LifePath 2030 K 76% 1 60 0 0.34% 1.78%
Retirement Income LPSAX BlackRock LifePath 2015 K 61% 1 60 0 1.04% 1.87%
Target Date 2041-2045 LPHKX BlackRock LifePath 2045 K 55% 1 60 0 0.34% 1.41%
Target Date 2031-2035 LPJKX BlackRock LifePath 2035 K 55% 1 60 0 0.34% 1.64%
Target Date 2021-2025 LPBKX BlackRock LifePath 2025 K 54% 1 60 0 0.59% 2.03%
Aggressive Allocation RLY SSgA Real Asset Non-Lending Series Class C7 44% 1 60 0 0.5% 5.36%
Target Date 2016-2020 LPSCX BlackRock LifePath 2020 K 0% 1 60 0 0.47% 1.97%
Money Market-Taxable FRTXX Fidelity Money Market Trust Retirement Government Money Market Portfolio 0% 1 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond FTBFX Fixed Income (Managed by Fidelity) 81% 1 60 0 0.5% 3.24%
High Yield Bond MWHIX Metropolitan West High Yield Bond Class Institutional 74% 1 60 0 0.86% 6.4%
WORLD BOND TGBAX Templeton Global Bond Fund Advisor Class 52% 1 60 0 0.64% 4.14%
Intermediate-Term Bond VBMPX BlackRock US Debt Index 35% 1 60 0 0.03% 2.81%
US EQUITY
SMALL VALUE VISVX Small Cap Value 100% 1 60 0 0.06% 1.97%
LARGE GROWTH VPMCX Vanguard PRIMECAP Admiral Shares 95% 1 60 0 0.31% 7.81%
SMALL BLEND SMEIX Invesco Small Cap Growth Institutional Class 89% 1 60 0 1.01% 0%
MID-CAP VALUE FLMVX JPMorgan Mid Cap Value Institutional Class 85% 1 60 0 1.14% 1.22%
LARGE VALUE GSLIX Goldman Sachs Large Cap Value Institutional Class 83% 1 60 0 1.29% 4.86%
Mid-Cap Growth CMGIX BlackRock MidCap Equity Index 83% 1 60 0 1.05% 0%
Mid-Cap Growth VMGRX Mid-Cap Growth 80% 1 60 0 0.37% 0.36%
MID-CAP BLEND FLPSX Fidelity® Low-Priced Stock 1% 1 60 0 0.92% 1.69%
LARGE BLEND PNIEX BlackRock Equity Index 0% 1 60 0 0.18% 0%
Average Expense Ratio: 0.6%
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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 5.2% 15.6% 4.1% 9.3% 6.8% 8.9%

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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 for Portfolio Details or Follow -10.5% -3.1% -9.0% -0.1% 3.1% 6.7%

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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:JCI)
The plan consists of 29 funds. It covers 3 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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