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MyPlanIQ ASTELLAS US RETIREMENT AND SAVINGS PLAN

ASTELLAS US RETIREMENT AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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ASTELLAS US RETIREMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 JSASX JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Select Class Shares
Target Date 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE BLEND WFSPX BlackRock Funds III: BlackRock S&P 500 Stock Fund
LARGE VALUE ALVSX American Century Capital Portfolios
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 19
Asset Class Ticker Description Rating
Others
Target Date 2041-2045 JSASX JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Select Class Shares
Target Date 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares
Target Date 2016-2020 JTTIX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares
Target Date 2036-2040 SMTSX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares
Target Date 2031-2035 SRJIX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Institutional Class Shares
Target Date 2021-2025 JNSAX JPMorgan Trust I: JPMorgan SmartRetirement 2025 Fund; Class A Shares
Target Date 2046-2050 JTSZX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class R2 Shares
Target Date 2031-2035 SRJZX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Class R2 Shares
Target Date 2000-2010 JSWZX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class R2 Shares
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
LARGE BLEND WFSPX BlackRock Funds III: BlackRock S&P 500 Stock Fund
LARGE VALUE ALVSX American Century Capital Portfolios
SMALL BLEND ASCQX American Century Quantitative Equity Funds
SMALL BLEND RPMIX Royce Fund: Royce Pennsylvania Mutual Fund; Institutional Class Shares
Mid-Cap Growth TWVIX American Century Mutual Funds
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Total Available Funds: 19
  • 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
Others
Target Date 2041-2045 JSASX JPMorgan Trust I: JPMorgan SmartRetirement 2045 Fund; Select Class Shares 81% 3 60 0 0.67% 5.65%
Target Date 2026-2030 JSMIX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Institutional Class Shares 79% 3 60 0 0.64% 6.21%
Target Date 2026-2030 JSMSX JPMorgan Trust I: JPMorgan SmartRetirement 2030 Fund; Select Class Shares 78% 3 60 0 0.64% 6.09%
Target Date 2016-2020 JTTIX JPMorgan Trust I: JPMorgan SmartRetirement 2020 Fund; Institutional Class Shares 74% 3 60 0 0.62% 5.82%
Target Date 2036-2040 SMTSX JPMorgan Trust I: JPMorgan SmartRetirement 2040 Fund; Select Class Shares 73% 3 60 0 0.67% 6.11%
Target Date 2031-2035 SRJIX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Institutional Class Shares 73% 3 60 0 0.51% 6.28%
Target Date 2021-2025 JNSAX JPMorgan Trust I: JPMorgan SmartRetirement 2025 Fund; Class A Shares 49% 3 60 0 0.63% 7.15%
Target Date 2046-2050 JTSZX JPMorgan Trust I: JPMorgan SmartRetirement 2050 Fund; Class R2 Shares 28% 3 60 0 0.67% 5.13%
Target Date 2031-2035 SRJZX JPMorgan Trust I: JPMorgan SmartRetirement 2035 Fund; Class R2 Shares 22% 3 60 0 0.51% 5.7%
Target Date 2000-2010 JSWZX JPMorgan Trust I: JPMorgan SmartRetirement 2010 Fund; Class R2 Shares 0% 3 60 0 1.11% 2.44%
Target Date 2011-2015 JSFAX JPMorgan Trust I: JPMorgan SmartRetirement 2015 Fund; Class A Shares 0% 3 60 0 0.91% 1.52%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares 57% 3 60 0 0.9% 13.79%
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund 100% 3 60 0 1.23% 5.83%
LARGE BLEND WFSPX BlackRock Funds III: BlackRock S&P 500 Stock Fund 75% 3 60 0 0.03% 2%
LARGE VALUE ALVSX American Century Capital Portfolios 74% 3 60 0 0.63% 12.63%
SMALL BLEND ASCQX American Century Quantitative Equity Funds 63% 3 60 0 0.65% 3.01%
SMALL BLEND RPMIX Royce Fund: Royce Pennsylvania Mutual Fund; Institutional Class Shares 2% 3 60 0 1.96% 7.27%
Mid-Cap Growth TWVIX American Century Mutual Funds 0% 3 60 0 0.8% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares 96% 3 60 0 0.83% 4.63%
Average Expense Ratio: 0.77%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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 to Create Model Portfolio

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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
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