MyPlanIQ VALASSIS EMPLOYEES` RETIREMENT SAVINGS PLAN

VALASSIS EMPLOYEES` RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares
Target Date 2016-2020 JTTIX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares
US EQUITY
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares
Total Available Funds: 9
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares
Target Date 2016-2020 JTTIX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares
Target Date 2031-2035 SRJAX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Class A Shares
Target Date 2021-2025 JNSAX JPMorgan Trust I: JPMorgan SmartRetirement 2025 Fund; Class A Shares
Target Date 2041-2045 JSAAX JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Class A Shares
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares
Target Date 2000-2010 JSWSX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Select Class Shares
US EQUITY
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares
Total Available Funds: 9
  • 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 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares 79% 3 60 0 0.64% 2.16%
Target Date 2016-2020 JTTIX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares 74% 3 60 0 0.62% 2.8%
Target Date 2036-2040 SMTAX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Class A Shares 69% 3 60 0 0.67% 1.41%
Target Date 2031-2035 SRJAX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Class A Shares 50% 3 60 0 0.51% 1.54%
Target Date 2021-2025 JNSAX JPMorgan Trust I: JPMorgan SmartRetirement 2025 Fund; Class A Shares 48% 3 60 0 0.63% 2.11%
Target Date 2041-2045 JSAAX JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Class A Shares 47% 3 60 0 0.67% 1.2%
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares 0% 3 60 0 0.91% 0.65%
Target Date 2000-2010 JSWSX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Select Class Shares 0% 3 60 0 0.76% 2.51%
US EQUITY
LARGE BLEND HLEIX JPMorgan Trust II: JPMorgan Equity Index Fund; Select Class Shares 77% 3 60 0 0.2% 1.24%
Average Expense Ratio: 0.62%
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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*
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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
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