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Sample data table

Average annualized total return								Collapse all Expand all
Investment choice	As of date	3 mos*	1 yr	3 yr	5 yr	10 yr	Life	Inception date	Gross expense ratio %
CISC Self-directed Brokerage Account									0.00
	N/A	N/A	N/A	N/A	N/A	N/A	N/A
	N/A	N/A	N/A	N/A	N/A	N/A	N/A
	N/A	N/A	N/A	N/A	N/A	N/A	N/A
PIMCO Total Return-Inst								05/11/1987	0.52
	07/31/2009	5.59	11.57	8.65	6.61	7.29	8.37
	06/30/2009	4.73	9.27	8.42	6.36	7.01	8.30
	05/31/2009	5.83	7.58	8.14	6.31	6.92	8.29
JPMorgan Small Cap Equity-Select								05/07/1996	1.16
	07/31/2009	13.91	-8.10	0.78	8.16	8.10	8.56
	06/30/2009	17.77	-13.71	-2.18	5.56	7.33	8.02
	05/31/2009	26.64	-20.47	-3.16	6.32	7.81	7.87
JPMorgan Mid Cap Value-Inst								11/13/1997	1.02
	07/31/2009	11.28	-18.28	-5.74	1.92	8.49	10.90
	06/30/2009	16.86	-25.15	-8.28	0.18	7.92	10.27
	05/31/2009	22.99	-32.13	-8.24	0.26	8.16	10.26
MFS Value-I								01/02/1997	0.75
	07/31/2009	13.75	-17.30	-4.08	2.91	4.27	7.86
	06/30/2009	16.59	-22.94	-5.35	1.36	3.51	7.41
	05/31/2009	27.09	-28.77	-5.27	1.79	3.81	7.47
JPMorgan US Real Estate-Select								01/14/2005	1.05
	07/31/2009	9.88	-43.14	-18.88	N/A	N/A	-5.35
	06/30/2009	34.52	-46.89	-20.46	N/A	N/A	-7.35
	05/31/2009	42.07	-51.13	-18.01	N/A	N/A	-6.78
SSgA S&P 500 Index								12/30/1992	0.18
	07/31/2009	13.74	-19.97	-6.26	-0.26	-1.34	6.91
	06/30/2009	15.84	-26.22	-8.32	-2.37	-2.36	6.48
	05/31/2009	25.63	-32.62	-8.35	-2.04	-1.86	6.50
JPMorgan SmartRetirement 2010-C								08/01/2005	0.55
	07/31/2009	9.30	-6.81	0.34	N/A	N/A	1.66
	06/30/2009	10.23	-11.70	-0.80	N/A	N/A	0.55
	05/31/2009 Sample data and transactional table <TABLE width="100%" cellspacing="0" cellpadding="0" class="fe-main" > <TR> <Th colspan="5">Choose from fund</Th> </TR> <TR> <TD class="infoheader" width="28"><div align="center"></div></TD> <TD width="380" class="infoheader">Investment</TD> <TD class="infoheader" width="81" align="right"> </TD> <TD class="infoheader" width="110" align="right">Shares</TD> <TD width="124" align="right" class="infoheader">Balance</TD> </TR> <TR> <td width="28" class="infodata"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="0"> </div></TD> <td class="infodata"><!--<a href="javascript:window_open('',720,600)"></A>--> JPMorgan SmartRetirement 2030-C <a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"></a> </TD> <TD ALIGN=right class="infodata"><a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"><img src="images/details.gif" alt="Details" width="63" height="17" border="0"></a></TD> <TD ALIGN=right class="infodata">18,727.1394 </TD> <TD align=right class="infodata">$196,634.96 </TD> </TR> <INPUT TYPE="hidden" name="InvestmentNumber0" value="2606"> <INPUT TYPE="hidden" name="investmentName0" value="JPMorgan SmartRetirement 2030-C"> <TR> <td width="28" class="infodatashaded"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="1"> </div></TD> <td class="infodatashaded"><!--<a href="javascript:window_open('',720,600)"></A>--> JPMorgan Stable Value</TD> <TD ALIGN=right class="infodatashaded"><a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"><img src="images/details.gif" alt="Details" width="63" height="17" border="0"></a></TD> <TD ALIGN=right class="infodatashaded">4,296.2086 </TD> <TD align=right class="infodatashaded">$51,423.47 </TD> </TR> <INPUT TYPE="hidden" name="InvestmentNumber1" value="2774"> <INPUT TYPE="hidden" name="investmentName1" value="JPMorgan Stable Value"> <TR> <td width="28" class="infodata"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="2"> </div></TD> <td class="infodata"><!--<a href="javascript:window_open('',720,600)"></A>--> ABC COMPANY STOCK </TD> <TD ALIGN=right class="infodata"> </TD> <TD ALIGN=right class="infodata">6,050.7281 </TD> <TD align=right class="infodata">$6,050.73 </TD> </TR> <TR> <td class="infodatashaded"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="1"> </div></TD> <td class="infodatashaded"><!--<a href="javascript:window_open('',720,600)"></A>--> JPMorgan Stable Value</TD> <TD ALIGN=right class="infodatashaded"><a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"><img src="images/details.gif" alt="Details" width="63" height="17" border="0"></a></TD> <TD ALIGN=right class="infodatashaded">4,296.2086 </TD> <TD align=right class="infodatashaded">$51,423.47 </TD> </TR> <TR> <td class="infodata"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="2"> </div></TD> <td class="infodata"><!--<a href="javascript:window_open('',720,600)"></A>--> ABC COMPANY STOCK </TD> <TD ALIGN=right class="infodata"> </TD> <TD ALIGN=right class="infodata">6,050.7281 </TD> <TD align=right class="infodata">$6,050.73 </TD> </TR> <TR> <td class="infodatashaded"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="1"> </div></TD> <td class="infodatashaded"><!--<a href="javascript:window_open('',720,600)"></A>--> JPMorgan Stable Value</TD> <TD ALIGN=right class="infodatashaded"><a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"><img src="images/details.gif" alt="Details" width="63" height="17" border="0"></a></TD> <TD ALIGN=right class="infodatashaded">4,296.2086 </TD> <TD align=right class="infodatashaded">$51,423.47 </TD> </TR> <TR> <td class="infodata"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="2"> </div></TD> <td class="infodata"><!--<a href="javascript:window_open('',720,600)"></A>--> ABC COMPANY STOCK </TD> <TD ALIGN=right class="infodata"> </TD> <TD ALIGN=right class="infodata">6,050.7281 </TD> <TD align=right class="infodata">$6,050.73 </TD> </TR> <TR> <td class="infodatashaded"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="1"> </div></TD> <td class="infodatashaded"><!--<a href="javascript:window_open('',720,600)"></A>--> JPMorgan Stable Value</TD> <TD ALIGN=right class="infodatashaded"><a href="javascript:window_open('RestrictionMessages?periodMessage=If^~you^~transfer^~out^~of^~JPMorgan^~SmartRetirement^~2030-C^~you^~may^~not^~reinvest^~in^~JPMorgan^~SmartRetirement^~2030-C^~for^~a^~30^~day^~^~^~period.&financialMessage=&pendingMessage=&InvestmentNumber=2606',450,225)"><img src="images/details.gif" alt="Details" width="63" height="17" border="0"></a></TD> <TD ALIGN=right class="infodatashaded">4,296.2086 </TD> <TD align=right class="infodatashaded">$51,423.47 </TD> </TR> <TR> <td class="infodata"><div align="center"> <input type="radio" name="TRANSFER_COUNTER" value="2"> </div></TD> <td class="infodata"><!--<a href="javascript:window_open('',720,600)"></A>--> ABC COMPANY STOCK </TD> <TD ALIGN=right class="infodata"> </TD> <TD ALIGN=right class="infodata">6,050.7281 </TD> <TD align=right class="infodata">$6,050.73 </TD> </TR> <INPUT TYPE="hidden" name="InvestmentNumber2" value="3227"> <INPUT TYPE="hidden" name="investmentName2" value="ABC COMPANY STOCK"> <tr> <th class="top" colspan="5">Amount to transfer</th> </tr> <tr> <td class="infodatashaded"> </td> <td class="infodatashaded" colspan="4"><br> <INPUT TYPE="text" NAME="FROM_AMT" SIZE="18" VALUE=""> <select name="TRANTYPE"> <option value="PERCENT">Percent </option> <option value="SHARES">Shares </option> <option value="DOLLARS">Dollars </option> </select> <br> <br> </td> </tr> </table> <br> <h2>Sample transactional Choice table</h2> <p> <textarea name="codesnip3" cols="70" rows="15" id="codesnip"><table class="fe-main" cellpadding="0" cellspacing="0" width="100%"> <tr> <th colspan="2"> Select a withdrawal type</th> </tr> <tr> <td colspan="2" valign="top" class="datashaded"> </td> </tr> <tr> <td width="5%" class="datashaded" valign="top" align="right"> <input type="radio" name="withdrawal" value="Inservice" checked> </td> <td class="datashaded" valign="top"><b>In-Service Withdrawal</b></td> </tr> <tr> <td valign="top" class="datashaded"> </td> <td valign="top" class="datashaded"> Select to <b>request an in-service withdrawal.</b> An in-service withdrawal allows participants to take money from their plan while still employed. The amount cannot be paid back and is not limited to a certain need. </td> </tr> <tr> <td colspan="2" valign="top" class="datashaded"> </td> </tr> <tr> <td class="datashaded" valign="top" align="right"> </td> <td valign="top" class="datashaded"><b>Hardship Withdrawal</b></td> </tr> <tr> <td class="datashaded" valign="top" align="right"> </td> <td valign="top" class="datashaded"> Please <a href="/rpsparticipant/ContactUs">Contact Us</a> for more information about Hardship Withdrawals. </td> </tr> </table> <br> <h2>Sample Transactional Input Table</h2> <p> <textarea name="codesnip4" cols="70" rows="15" id="codesnip"><table cellspacing=0 cellpadding=1 width=600 border=0 class="fe-main"> <tr> <th class="datashaded" colspan=4 valign="top">Secondary Beneficiaries</th> </TR> <tr> <td width="16%" class="datashaded"><font size=2><b>Name:</b></font></td> <td width="35%" class="datashaded"><input name="beneficiaryName0" tabindex="40" maxlength="100" value="EFGH" size=20> </td> <td width="18%" class="datashaded"><font size=2><b>Address:</b></font></td> <td width="31%" class="datashaded"><input size=20 maxlength="50" tabindex="46" name="address10" value="923 Main"> </td> </tr> <tr> <td class="datashaded"><font size=2><b>Relationship:</b></font></td> <td class="datashaded"><select size=1 name="Relationship0" tabindex="41" onChange="return updateRelationship(this.form.Relationship0, this.form.BirthDate0, this.form.AltBirthDate0);" > <option value=" Select " > Select </option> <option value="Trust" >Trust</option> <option value="Organization" >Organization</option> <option value="Other Person" >Other Person</option> <option value="Estate" selected >Estate</option> </select> </td> <td class="datashaded"></td> <td class="datashaded"><input size=20 maxlength="50" tabindex="47" name="address20" value=""> </td> </tr> <tr> <td class="datashaded"><b><font size=2>SSN or EIN:</font></b></td> <td class="datashaded"><input maxlength="10" name="SsnTin0" tabindex="42" value="XXXXX5666" size="11"> </td> <td class="datashaded"></td> <td class="datashaded"><input size=20 maxlength="50" tabindex="48" name="address30" value=""> </td> </tr> <tr> <td class="datashaded"><font size=2><b>Phone #:</b></font></td> <td class="datashaded" nowrap="nowrap"><input name="phoneNumber0" tabindex="43" type="text" maxlength="30" size="9" value="XXX-XXX-4444"> <font size="1"> (ie. 8165551234)</font> </td> <td class="datashaded"><font size="2"><b>City:</b></font></td> <td class="datashaded"><input name="City0" tabindex="49" maxlength="30" size="10" value="Kansas City"> </td> </tr> <tr> <td class="datashaded" valign="bottom"><font size="2"><strong>Birth/Trust Date:</strong></font> </td> <td class="datashaded"><input name="AltBirthDate0" type="hidden" value="" > <input class="bgrounddark" tabindex="44" name="BirthDate0" maxlength="8" type="text" size="9" value="" disabled> <font size="1"> (ie. 02161970)</font> </td> <td class="datashaded" valign="top"><font size="2"><b>State/Province:</b></font></td> <td class="datashaded" valign="top"><font size="2"><b> <input name="State0" tabindex="50" size="10" maxlength="2" value="MO"> </b></font> </td> </tr> <tr> <td class="datashaded"><b><font size=2>Allocation:</font></b> </td> <td class="datashaded"><input name="PercentageAllocated0" tabindex="45" id="SecondaryPercentageAllocated" type="text" maxlength="6" size="3" value="100.0" onBlur="secondaryTotal(this)" onKeyPress="return validateNumeric(this);"> </td> <td class="datashaded" valign="top"><font size="2"><b>Zip:</b></font></td> <td class="datashaded" valign="top"><font size="2"> <input name="ZipCode0" tabindex="51" maxlength="10" size="5" value="64157"> </font> </td> </tr> <tr> <td class="datashaded"></td> <td class="datashaded"></td> <td class="datashaded" valign="top"><font size="2"><b>Country:</b></font></td> <td class="datashaded" valign="top"><input name="Country0" tabindex="52" maxlength="35" size="5" value="US"> </td> </tr> <tr> <td class="datashaded" colspan=3> <td class="datashaded" align="right"> </td> </tr> <tr> <td class="datashaded" colspan=3> <td class="datashaded" align="right"><div align="right"><b>Total:</b> <input disabled size=5 value="100.0" name="SecondaryTotalPercent"> % </div></td> </tr> </TABLE> </DIV> </DIV> </DIV> </DIV> </DIV> <DIV id=footer> <UL> <LI><A href="http://www.high5.de/demo/jpmamprev/web/fundexplorer-overview.html#">Terms & Conditions</A> / <LI><A href="http://www.high5.de/demo/jpmamprev/web/fundexplorer-overview.html#">Sitemap</A> / <LI><A href="http://www.high5.de/demo/jpmamprev/web/fundexplorer-overview.html#">Help</A> / <LI><A href="http://www.high5.de/demo/jpmamprev/web/fundexplorer-overview.html#">Other J.P. 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Sample data table

Sample data and transactional table