MyPlanIQ 401k Investor Jacksonville Savings Bank 401(k) Profit Sharing Plan

Jacksonville Savings Bank 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth Income
WORLD STOCK RNPFX American Funds New Perspective Fund
WORLD STOCK RSLFX American Funds Smallcap World Fund
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer
Target Date 2050+ REITX American Funds 2050 Target Date
Moderate Allocation RLBFX American Funds American Balanced Fund
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH RAFFX American Funds Amcap Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK RWIFX American Funds Capital World Growth Income
WORLD STOCK RNPFX American Funds New Perspective Fund
WORLD STOCK RSLFX American Funds Smallcap World Fund
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer
Target Date 2050+ REITX American Funds 2050 Target Date
Moderate Allocation RLBFX American Funds American Balanced Fund
Target Date 2036-2040 REGTX American Funds 2040 Target Date
Target Date 2000-2010 REATX American Funds 2010 Target Date
Target Date 2026-2030 REETX American Funds 2030 Target Date
Target Date 2041-2045 REHTX American Funds 2045 Target Date 333 shares
Target Date 2011-2015 REJTX American Funds 2015 Target Date
Target Date 2021-2025 REDTX American Funds 2025 Target Date
ROOT CASH Prime Fund Daily Money
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE GROWTH RAFFX American Funds Amcap Fund
LARGE BLEND ANCFX American Funds Fundamental Investors
LARGE BLEND RICEX American Funds Investment Company of America
US EQUITY JAXB Jacksonville Bancorp Inc.
Total Available Funds: 20
  • 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
WORLD STOCK RWIFX American Funds Capital World Growth Income 92% 3 60 0 0.75% 1.37%
WORLD STOCK RNPFX American Funds New Perspective Fund 91% 3 60 0 1.47% 5.36%
WORLD STOCK RSLFX American Funds Smallcap World Fund 88% 3 60 0 0.66% 0.9%
Others
Moderate Allocation RIDFX American Funds Income Fund of Amer 86% 3 60 0 0.58% 3.66%
Target Date 2050+ REITX American Funds 2050 Target Date 82% 3 60 0 0.73% 3.62%
Moderate Allocation RLBFX American Funds American Balanced Fund 78% 3 60 0 0.31% 1.96%
Target Date 2036-2040 REGTX American Funds 2040 Target Date 75% 3 60 0 1.46% 3.79%
Target Date 2000-2010 REATX American Funds 2010 Target Date 74% 3 60 0 0.28% 5.34%
Target Date 2026-2030 REETX American Funds 2030 Target Date 73% 3 60 0 0.33% 3.98%
Target Date 2041-2045 REHTX American Funds 2045 Target Date 333 shares 73% 3 60 0 0.72% 3.65%
Target Date 2011-2015 REJTX American Funds 2015 Target Date 72% 3 60 0 0.3% 5.46%
Target Date 2021-2025 REDTX American Funds 2025 Target Date 71% 3 60 0 0.32% 5.36%
ROOT CASH Prime Fund Daily Money 0% 1 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond RBFFX American Funds Bond Fund of Amer 75% 3 60 0 0.33% 4.18%
US EQUITY
LARGE VALUE RWMFX American Funds Washington Mutual Fund 83% 3 60 0 0.26% 1.29%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 9.29%
LARGE GROWTH RAFFX American Funds Amcap Fund 71% 3 60 0 0.49% 0.6%
LARGE BLEND ANCFX American Funds Fundamental Investors 52% 3 60 0 0.28% 0.91%
LARGE BLEND RICEX American Funds Investment Company of America 35% 3 60 0 0.27% 0.77%
US EQUITY JAXB Jacksonville Bancorp Inc. 0% 3 60 0 NA 0%
Average Expense Ratio: 0.56%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 1.3% 14.2% 6.0% 10.5% 7.4% 9.2%

Sign up or Login first to get rebalance emails for this portfolio

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 9.6% 1.0% 5.0% 4.7% 5.1%

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:JAXB)
The plan consists of 21 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.