MyPlanIQ 401k Investor The JPMorgan Chase 401k Savings Plan

The JPMorgan Chase 401k Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SCZ International Small cap Index
Foreign Large Value CIVIX International Large Cap Value
Foreign Large Blend EFA International Large Cap Index
FIXED INCOME
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond
Intermediate-Term Bond PTTRX Intermediate Bond Fund
Intermediate-Term Bond JCBZX Core Bond Fund
US EQUITY
LARGE GROWTH JLGZX Large Cap Growth
LARGE BLEND VFINX S&P 500 INDEX FUND
SMALL BLEND IJSIX Small Cap Core Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Emerging Market Equity Index
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SCZ International Small cap Index
Foreign Large Value CIVIX International Large Cap Value
Foreign Large Blend EFA International Large Cap Index
FIXED INCOME
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond
Intermediate-Term Bond PTTRX Intermediate Bond Fund
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
LARGE GROWTH JLGZX Large Cap Growth
LARGE BLEND VFINX S&P 500 INDEX FUND
SMALL BLEND IJSIX Small Cap Core Fund
LARGE GROWTH IWF Large Cap Growth Index
Mid-Cap Growth OSGIX Mid Cap Growth
SMALL BLEND IWM Small Cap Index
LARGE VALUE PAVLX Large Cap Value
LARGE VALUE IWD Large Cap Value Index
MID-CAP VALUE FLMVX Mid Cap Value
Small Growth PSCZX Small Cap Blend Fund
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 54% 1 60 0 0.67% 0.7%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend SCZ International Small cap Index 75% 1 60 0 0.4% 2.64%
Foreign Large Value CIVIX International Large Cap Value 8% 1 60 0 1% 2.06%
Foreign Large Blend EFA International Large Cap Index 0% 1 60 0 0.33% 1.99%
FIXED INCOME
Inflation-Protected Bond PRRIX Goverenment Inflation-Protected Bond 92% 1 60 0 0.45% 3.07%
Intermediate-Term Bond PTTRX Intermediate Bond Fund 86% 1 60 0 0.46% 2.62%
Intermediate-Term Bond JCBZX Core Bond Fund 36% 1 60 0 1.01% 2.09%
SHORT GOVERNMENT STABLEVALUE Stable Value 32% 1 60 0 NA 1.62%
High Yield Bond RSHIX High Yield Bond 0% 1 60 0 0.65% 0%
Short-Term Bond JMSBX Short-Term Fixed Income Fund 0% 1 60 0 NA NA
US EQUITY
LARGE GROWTH JLGZX Large Cap Growth 97% 1 60 0 1.36% 14.11%
LARGE BLEND VFINX S&P 500 INDEX FUND 91% 1 60 0 0.17% 1.78%
SMALL BLEND IJSIX Small Cap Core Fund 88% 1 60 0 0.88% 14.4%
LARGE GROWTH IWF Large Cap Growth Index 83% 1 60 0 0.2% 0.51%
Mid-Cap Growth OSGIX Mid Cap Growth 82% 1 60 0 1.24% 7.04%
SMALL BLEND IWM Small Cap Index 80% 1 60 0 0.2% 0.57%
LARGE VALUE PAVLX Large Cap Value 70% 1 60 0 1.03% 6.87%
LARGE VALUE IWD Large Cap Value Index 55% 1 60 0 0.2% 1%
MID-CAP VALUE FLMVX Mid Cap Value 52% 1 60 0 0.76% 2.79%
Small Growth PSCZX Small Cap Blend Fund 26% 1 60 0 0.86% 8.15%
Average Expense Ratio: 0.66%
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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 4.7% 9.2% 5.4% 7.0% 5.4% 5.3%

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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 1.9% 4.8% 6.5% 7.0% 7.2% 7.8%

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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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