Account Overview

ABC Company 401(k) Savings Plan

Steve Smith

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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	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

Things to know

A fund-to-fund transfer allows you to transfer specific amounts from one investment to another.
A fund-to-fund transfer allows you to transfer specific amounts from one investment to another.
A fund-to-fund transfer allows you to transfer specific amounts from one investment to another.
A fund-to-fund transfer allows you to transfer specific amounts from one investment to another.

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