MyPlanIQ 401k Investor The J. Jill Group 401(k) Plan

The J. Jill Group 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Blend CEUFX American EuroPacific Growth
Others
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2021-2025 FITWX Fidelity Freedom 2025 Mutual Fund
Target Date 2050+ FFFPX Fidelity Freedom 2050 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund (Admin) Pooled Commingled Fund
SHORT GOVERNMENT STABLEVALUE RVST Income Fund II Common/Collective Tr - Stable Value Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND FSTMX Fidelity Spartan US Equity Index Mutual Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas
Foreign Large Blend CEUFX American EuroPacific Growth
Others
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2021-2025 FITWX Fidelity Freedom 2025 Mutual Fund
Target Date 2050+ FFFPX Fidelity Freedom 2050 Mutual Fund
Target Date 2016-2020 FDIFX Fidelity Freedom 2020 Mutual Fund
Target Date 2031-2035 FITHX Fidelity Freedom 2035 Mutual Fund
Target Date 2041-2045 FFFIX Fidelity Freedom 2045 Mutual Fund
Target Date 2026-2030 FEFIX Fidelity Freedom 2030 Mutual Fund
Target Date 2036-2040 FIFFX Fidelity Freedom 2040 Mutual Fund
Moderate Allocation RLBFX American Balanced
Target Date 2000-2010 FACFX Fidelity Freedom 2010 Mutual Fund
Target Date 2011-2015 FFVAX Fidelity Freedom 2015 Mutual Fund
Target Date 2000-2010 FFAVX Fidelity Freedom 2005 Mutual Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund (Admin) Pooled Commingled Fund
SHORT GOVERNMENT STABLEVALUE RVST Income Fund II Common/Collective Tr - Stable Value Fund
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE BLEND FSTMX Fidelity Spartan US Equity Index Mutual Fund
LARGE BLEND NYVTX Davis NY Venture
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH BLUEX Br&ywine Blue
SMALL VALUE CSMIX Columbia Smallcap Value
Mid-Cap Growth AMGOX Alger Small Mid cap Growth Fund I Mutual Fund
SMALL BLEND RLPIX Royce Low-Priced Stock
Total Available Funds: 27
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Mkts 91% 3 60 0 1.07% 4%
INTERNATIONAL EQUITY
Foreign Large Growth JAOSX Janus Overseas 95% 3 60 0 2.06% 1.34%
Foreign Large Blend CEUFX American EuroPacific Growth 94% 3 60 0 0.9% 3.87%
Others
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.97%
Target Date 2021-2025 FITWX Fidelity Freedom 2025 Mutual Fund 94% 3 60 0 1.11% 2.79%
Target Date 2050+ FFFPX Fidelity Freedom 2050 Mutual Fund 93% 3 60 0 1% 1.29%
Target Date 2016-2020 FDIFX Fidelity Freedom 2020 Mutual Fund 92% 3 60 0 1.07% 3.85%
Target Date 2031-2035 FITHX Fidelity Freedom 2035 Mutual Fund 91% 3 60 0 0.96% 2.48%
Target Date 2041-2045 FFFIX Fidelity Freedom 2045 Mutual Fund 90% 3 60 0 1.25% 1.31%
Target Date 2026-2030 FEFIX Fidelity Freedom 2030 Mutual Fund 89% 3 60 0 1.16% 2.07%
Target Date 2036-2040 FIFFX Fidelity Freedom 2040 Mutual Fund 88% 3 60 0 1.24% 1.8%
Moderate Allocation RLBFX American Balanced 78% 3 60 0 0.31% 2.83%
Target Date 2000-2010 FACFX Fidelity Freedom 2010 Mutual Fund 64% 3 60 0 0.49% 2.64%
Target Date 2011-2015 FFVAX Fidelity Freedom 2015 Mutual Fund 63% 3 60 0 1.54% 3.5%
Target Date 2000-2010 FFAVX Fidelity Freedom 2005 Mutual Fund 62% 3 60 0 1.47% 2.71%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Mutual Fund 0% 3 60 0 0.44% 6.09%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Fund (Admin) Pooled Commingled Fund 66% 3 60 0 0.8% 3.52%
SHORT GOVERNMENT STABLEVALUE RVST Income Fund II Common/Collective Tr - Stable Value Fund 16% 3 60 0 NA 29.52%
US EQUITY
MID-CAP VALUE FDVLX Fidelity Value 99% 3 60 0 0.76% 4.08%
LARGE VALUE FEQIX Fidelity Equity-Income 98% 3 60 0 0.57% 4.82%
LARGE BLEND FSTMX Fidelity Spartan US Equity Index Mutual Fund 94% 3 60 0 0.09% 1.51%
LARGE BLEND NYVTX Davis NY Venture 92% 3 60 0 1.75% 8.36%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 4.26%
LARGE GROWTH BLUEX Br&ywine Blue 89% 3 60 0 1.15% 0.03%
SMALL VALUE CSMIX Columbia Smallcap Value 49% 3 60 0 0.86% 7.93%
Mid-Cap Growth AMGOX Alger Small Mid cap Growth Fund I Mutual Fund 46% 3 60 0 0.97% 0%
SMALL BLEND RLPIX Royce Low-Priced Stock 0% 3 60 0 1.19% 0%
Average Expense Ratio: 0.98%
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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 -6.6% -6.3% 3.7% 1.9% 6.5% 6.0%

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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 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:JILL)
The plan consists of 28 funds. It covers 3 major asset classes and 22 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Emerging Market Equity.


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