ABC Company 401(k) Savings Plan |
Steve Smith |
| Choose from fund | Choose to fund(s) | Review and accept | Confirmation |
| Average annualized total return | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment choice |
As of date |
3 mos* |
1 yr |
3 yr |
5 yr |
10 yr |
Life |
Inception date |
Gross expense
|
|
 |
||||||||||
| 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 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 |
||||
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