MyPlanIQ 401k Investor JO-ANN STORES INC. 401K SAVINGS PLAN

JO-ANN STORES INC. 401K SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4 Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fd Admin Mutual Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Inv Mutual Fund
LARGE GROWTH MLAIX MainStay Large Cap Growth Mutual Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific R-4 Mutual Fund
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund
Retirement Income VTINX Vanguard Target rtmt Income Fund Mutual Fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund
ROOT CASH Vanguard Prime Money Mkt Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fd Admin Mutual Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv Mutual Fund
LARGE BLEND VFINX Vanguard 500 Index Inv Mutual Fund
LARGE GROWTH MLAIX MainStay Large Cap Growth Mutual Fund
Small Growth VEXPX Vanguard Explorer Fund Inv Mutual Fund
SMALL BLEND ICSCX ICM Small Company Portfolio Mutual Fund
Total Available Funds: 19
  • 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 REREX American Funds EuroPacific R-4 Mutual Fund 57% 3 60 0 0.9% 3.74%
Others
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Mutual Fund 97% 3 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Mutual Fund 97% 3 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target rtmt Income Fund Mutual Fund 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Mutual Fund 96% 3 60 0 0.08% 2.34%
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Mutual Fund 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Mutual Fund 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Mutual Fund 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 Mutual Fund 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Mutual Fund 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 Mutual Fund 0% 3 60 0 0.17% 0%
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Mutual Fund 0% 3 60 0 NA 2.78%
ROOT CASH Vanguard Prime Money Mkt Mutual Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fd Admin Mutual Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund Inv Mutual Fund 99% 3 60 0 0.26% 1.52%
LARGE BLEND VFINX Vanguard 500 Index Inv Mutual Fund 98% 3 60 0 0.14% 1.27%
LARGE GROWTH MLAIX MainStay Large Cap Growth Mutual Fund 90% 3 60 0 1.33% 0%
Small Growth VEXPX Vanguard Explorer Fund Inv Mutual Fund 76% 3 60 0 0.45% 4.34%
SMALL BLEND ICSCX ICM Small Company Portfolio Mutual Fund 0% 3 60 0 0.89% 0%
Average Expense Ratio: 0.33%
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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:JAS)
The plan consists of 20 funds. It covers 3 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

The symbol of the complany is JAS.



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