MyPlanIQ 401k Investor HOSPIRA 401K RETIREMENT SAVINGS PLAN

HOSPIRA 401K RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 C
Target Date 2036-2040 SMTCX JPMorgan SmartRetirement 2040 C
Target Date 2016-2020 JTTCX JPMorgan SmartRetirement 2020 C
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Small Growth BUFSX Buffalo Small Cap
MID-CAP VALUE JVAIX JPMorgan Stable Value
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Others
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 C
Target Date 2036-2040 SMTCX JPMorgan SmartRetirement 2040 C
Target Date 2016-2020 JTTCX JPMorgan SmartRetirement 2020 C
Target Date 2050+ JTSCX JPMorgan SmartRetirement 2050 C
Target Date 2041-2045 JSACX JPMorgan SmartRetirement 2045 C
Target Date 2031-2035 SRJCX JPMorgan SmartRetirement 2035 C
Target Date 2021-2025 JNSCX JPMorgan SmartRetirement 2025 C
Retirement Income JSRCX JPMorgan SmartRetirement Income C
Target Date 2011-2015 JSFCX JPMorgan SmartRetirement 2015 C
Target Date 2000-2010 JSWCX JPMorgan SmartRetirement 2010 C
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
US EQUITY
Small Growth BUFSX Buffalo Small Cap
MID-CAP VALUE JVAIX JPMorgan Stable Value
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
LARGE BLEND SVSPX SSgA S&P 500 Index SL-II
Total Available Funds: 16
  • 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 RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 3.91%
Others
Target Date 2026-2030 JSMCX JPMorgan SmartRetirement 2030 C 66% 3 60 0 0.64% 1.92%
Target Date 2036-2040 SMTCX JPMorgan SmartRetirement 2040 C 66% 3 60 0 0.67% 1.35%
Target Date 2016-2020 JTTCX JPMorgan SmartRetirement 2020 C 58% 3 60 0 0.62% 2.35%
Target Date 2050+ JTSCX JPMorgan SmartRetirement 2050 C 55% 3 60 0 0.67% 1.04%
Target Date 2041-2045 JSACX JPMorgan SmartRetirement 2045 C 44% 3 60 0 0.67% 1.15%
Target Date 2031-2035 SRJCX JPMorgan SmartRetirement 2035 C 41% 3 60 0 0.51% 1.5%
Target Date 2021-2025 JNSCX JPMorgan SmartRetirement 2025 C 39% 3 60 0 0.63% 2.05%
Retirement Income JSRCX JPMorgan SmartRetirement Income C 35% 3 60 0 0.86% 2.43%
Target Date 2011-2015 JSFCX JPMorgan SmartRetirement 2015 C 0% 3 60 0 1.56% 1.05%
Target Date 2000-2010 JSWCX JPMorgan SmartRetirement 2010 C 0% 3 60 0 1.51% 2.04%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
US EQUITY
Small Growth BUFSX Buffalo Small Cap 93% 3 60 0 1.01% 0%
MID-CAP VALUE JVAIX JPMorgan Stable Value 90% 3 60 0 0.77% 7.7%
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I 87% 3 60 0 1.08% 7.29%
LARGE BLEND SVSPX SSgA S&P 500 Index SL-II 75% 3 60 0 0.16% 12.81%
Average Expense Ratio: 0.81%
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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 6.4% 16.8% 2.9% 23.1% 13.0% 12.1%

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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
The plan consists of 17 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.

This plan investment options are provided by a user. 



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