J.P.Morgan Asset Management: Fund Explorer

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Data Table Example

Average annualized total return  
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 13.08 -15.24 -0.73 N/A N/A 0.43    
JPMorgan SmartRetirement 2015-C   08/23/2005   0.60
  07/31/2009 11.25 -9.42 -0.55 N/A N/A 1.12    
  06/30/2009 12.60 -15.17 -2.11 N/A N/A -0.30    
  05/31/2009 16.47 -19.34 -1.97 N/A N/A -0.41    
JPMorgan SmartRetirement 2020-C   08/01/2005   0.65
  07/31/2009 12.66 -11.75 -1.30 N/A N/A 1.08    
  06/30/2009 14.25 -18.05 -3.14 N/A N/A -0.51    
  05/31/2009 18.68 -22.64 -2.93 N/A N/A -0.60    
JPMorgan SmartRetirement 2025-C   12/31/2006   0.70
  07/31/2009 14.02 -12.53 N/A N/A N/A -6.00    
  06/30/2009 15.96 -19.31 N/A N/A N/A -8.76    
  05/31/2009 21.44 -24.46 N/A N/A N/A -9.17    
JPMorgan SmartRetirement 2030-C   08/01/2005   0.75
  07/31/2009 14.74 -15.74 -3.14 N/A N/A -0.11    
  06/30/2009 16.94 -22.78 -5.35 N/A N/A -2.00    
  05/31/2009 22.91 -27.94 -5.02 N/A N/A -2.04    
                   

Data and Transacational Table

Choose from fund
Investment   Shares Balance
JPMorgan SmartRetirement 2030-C Details 18,727.1394 $196,634.96
JPMorgan Stable Value Details 4,296.2086 $51,423.47
ABC COMPANY STOCK   6,050.7281 $6,050.73
JPMorgan Stable Value Details 4,296.2086 $51,423.47
ABC COMPANY STOCK   6,050.7281 $6,050.73
JPMorgan Stable Value Details 4,296.2086 $51,423.47
ABC COMPANY STOCK   6,050.7281 $6,050.73
JPMorgan Stable Value Details 4,296.2086 $51,423.47
ABC COMPANY STOCK   6,050.7281 $6,050.73
Amount to transfer
 


 

 

 

Transactional Choice Table

 Select a withdrawal type
 
  In-Service Withdrawal
  Select to request an in-service withdrawal. 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.
 
  Hardship Withdrawal
  Please Contact Us for more information about Hardship Withdrawals.

Transactional Input Table

Primary Beneficiaries
Name: Address:
Relationship:
SSN or EIN:
Phone #:  (ie. 8165551234) City:
Birth/Trust Date:  (ie. 02161970) State/Province:
Allocation: Zip:
Country:
 
 
Name: Address:
Relationship:
SSN or EIN:
Phone #:  (ie. 8165551234) City:
Birth/Trust Date:  (ie. 02161970) State/Province:
Allocation: Zip:
Country:
 
Total:   %

Secondary Beneficiaries
Name: Address:
Relationship:
SSN or EIN:
Phone #:  (ie. 8165551234) City:
Birth/Trust Date:  (ie. 02161970) State/Province:
Allocation: Zip:
Country:
 
Total:   %