MyPlanIQ 401k Investor Kohl`s Department Stores Inc Savings Plan

Kohl`s Department Stores Inc Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth
Others
Target Date 2021-2025 VTTVX SSGA Target Retirement 2025 Strategy
Retirement Income VTINX SSGA Target Retirement Income
Target Date 2031-2035 VTTHX SSGA Target Retirement 2035 Strategy
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bond Inst
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP BLEND VSNGX JPMorgan Mid Cap Equity Select
SMALL BLEND OTCFX T. Rowe Price Small Cap Stock
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds Europacific Growth
Others
Target Date 2021-2025 VTTVX SSGA Target Retirement 2025 Strategy
Retirement Income VTINX SSGA Target Retirement Income
Target Date 2031-2035 VTTHX SSGA Target Retirement 2035 Strategy
Moderate Allocation RPBAX T. Rowe Price Balanced
Target Date 2050+ VFIFX SSGA Target Retirement 2050 Strategy
Target Date 2036-2040 VFORX SSGA Target Retirement 2040 Strategy
Target Date 2026-2030 VTHRX SSGA Target Retirement 2030 Strategy
Target Date 2016-2020 VTWNX SSGA Target Retirement 2020 Strategy
Target Date 2011-2015 VTXVX SSGA Target Retirement 2015 Strategy
Target Date 2000-2010 VTENX SSGA Target Retirement 2010 Strategy
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bond Inst
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
MID-CAP BLEND VSNGX JPMorgan Mid Cap Equity Select
SMALL BLEND OTCFX T. Rowe Price Small Cap Stock
LARGE GROWTH RGAFX American Funds Growth Fund of America
LARGE BLEND VIFSX Vanguard 500 Index Signal
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 CEUFX American Funds Europacific Growth 94% 3 60 0 0.9% 3.89%
Others
Target Date 2021-2025 VTTVX SSGA Target Retirement 2025 Strategy 97% 3 60 0 0.08% 2.62%
Retirement Income VTINX SSGA Target Retirement Income 97% 3 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX SSGA Target Retirement 2035 Strategy 96% 3 60 0 0.08% 2.34%
Moderate Allocation RPBAX T. Rowe Price Balanced 86% 3 60 0 0.47% 1.96%
Target Date 2050+ VFIFX SSGA Target Retirement 2050 Strategy 75% 3 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX SSGA Target Retirement 2040 Strategy 70% 3 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX SSGA Target Retirement 2030 Strategy 70% 3 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX SSGA Target Retirement 2020 Strategy 66% 3 60 0 0.08% 4.48%
Target Date 2011-2015 VTXVX SSGA Target Retirement 2015 Strategy 0% 3 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX SSGA Target Retirement 2010 Strategy 0% 3 60 0 0.17% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
Inflation-Protected Bond BPRIX Blackrock Inflation Protected Bond Inst 96% 3 60 0 0.81% 3.45%
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
MID-CAP BLEND VSNGX JPMorgan Mid Cap Equity Select 78% 3 60 0 1.14% 0.47%
SMALL BLEND OTCFX T. Rowe Price Small Cap Stock 77% 3 60 0 1.17% 0.21%
LARGE GROWTH RGAFX American Funds Growth Fund of America 75% 3 60 0 0.63% 0.75%
LARGE BLEND VIFSX Vanguard 500 Index Signal 0% 3 60 0 0.05% 2.03%
Average Expense Ratio: 0.41%
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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 8.0% 25.2% 7.6% 10.4% 7.7% 8.8%

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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:)
The plan consists of 19 funds. It covers 3 major asset classes and 19 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.

Kohl’s Corporation operates department stores in the United States. The company’s stores feature private and exclusive, as well as national branded apparel, footwear, accessories, soft home products, and house wares targeted to middle-income customers. As of May 13, 2010, it operated 1,067 stores located in 49 states. The company also offers on-line shopping on its Web site at Kohls.com. Kohl’s Corporation was founded in 1962 and is headquartered in Menomonee Falls, Wisconsin.



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