MyPlanIQ 401k Investor The JPMorgan Chase 401k Savings Plan

The JPMorgan Chase 401k Savings Plan Investment Model Portfolios

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JPMORGAN CHASE 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Large Cap Index
Foreign Small/Mid Blend SCZ International Small cap Index
Foreign Large Value CIVIX International Large Cap Value
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate Bond Fund
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond
Intermediate-Term Bond JCBZX Core Bond Fund
US EQUITY
SMALL BLEND IWM Small Cap Index
LARGE GROWTH IWF Large Cap Growth Index
LARGE VALUE IWD Large Cap Value Index
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Large Cap Index
Foreign Small/Mid Blend SCZ International Small cap Index
Foreign Large Value CIVIX International Large Cap Value
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate Bond Fund
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond
Intermediate-Term Bond JCBZX Core Bond Fund
SHORT GOVERNMENT STABLEVALUE Stable Value
High Yield Bond RSHIX High Yield Bond
Short-Term Bond JMSBX Short-Term Fixed Income Fund
US EQUITY
SMALL BLEND IWM Small Cap Index
LARGE GROWTH IWF Large Cap Growth Index
LARGE VALUE IWD Large Cap Value Index
LARGE BLEND VFINX S&P 500 INDEX FUND
Small Growth PSCZX Small Cap Blend Fund
MID-CAP VALUE FLMVX Mid Cap Value
SMALL BLEND IJSIX Small Cap Core Fund
LARGE VALUE PAVLX Large Cap Value
Mid-Cap Growth OSGIX Mid Cap Growth
LARGE GROWTH JLGZX Large Cap Growth
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
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index 100% 1 60 0 0.7% 2.5%
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Large Cap Index 100% 1 60 0 0.33% 3.17%
Foreign Small/Mid Blend SCZ International Small cap Index 95% 1 60 0 0.4% 3.49%
Foreign Large Value CIVIX International Large Cap Value 86% 1 60 0 0.88% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX Intermediate Bond Fund 96% 1 60 0 0.83% 3.22%
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond 80% 1 60 0 1.37% 2.89%
Intermediate-Term Bond JCBZX Core Bond Fund 24% 1 60 0 1.1% 2.37%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 1 60 0 NA 28.12%
High Yield Bond RSHIX High Yield Bond 0% 1 60 0 0.65% 5.38%
Short-Term Bond JMSBX Short-Term Fixed Income Fund 0% 1 60 0 NA NA
US EQUITY
SMALL BLEND IWM Small Cap Index 99% 1 60 0 0.19% 1.02%
LARGE GROWTH IWF Large Cap Growth Index 99% 1 60 0 0.19% 0.43%
LARGE VALUE IWD Large Cap Value Index 98% 1 60 0 0.19% 1.56%
LARGE BLEND VFINX S&P 500 INDEX FUND 97% 1 60 0 0.14% 1.38%
Small Growth PSCZX Small Cap Blend Fund 93% 1 60 0 0.82% 0.81%
MID-CAP VALUE FLMVX Mid Cap Value 86% 1 60 0 1.14% 1.03%
SMALL BLEND IJSIX Small Cap Core Fund 86% 1 60 0 0.87% 0.56%
LARGE VALUE PAVLX Large Cap Value 55% 1 60 0 0.7% 0.96%
Mid-Cap Growth OSGIX Mid Cap Growth 44% 1 60 0 0.95% 0%
LARGE GROWTH JLGZX Large Cap Growth 9% 1 60 0 0.69% 0%
Average Expense Ratio: 0.67%
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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 0.5% 21.0% 12.6% 11.3% 8.3% 7.2%

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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 for Portfolio Details or Follow 4.4% 16.9% 15.8% 13.9% 8.0% 7.7%

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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 1.1% 23.7% 14.9% 14.2% 9.5% 9.3%

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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 for Portfolio Details or Follow 2.6% 14.3% 12.6% 11.8% 8.7% 8.7%

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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:JPM)
The plan consists of 22 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity and Fixed Income.

J.P.Morgan (Ticker: JPM) is one of the largest investment banks in the nation.



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