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Cardinal Health 401(K) Savings Plan
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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares
SRJIX
C
U.S. All Cap
11
0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares
SMTIX
C
U.S. All Cap
13
0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares
JSAIX
C
U.S. All Cap
14
0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares
JFFIX
C
U.S. All Cap
14
1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares
JTSIX
C
U.S. All Cap
14
0.04%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
C
U.S. All Cap
16
0.04%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
JPMorgan SmartRetirement Income Fund Class Institutional Shares
JSIIX
C
U.S. All Cap
5
0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares
JTTIX
C
U.S. All Cap
6
0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares
JNSIX
C
U.S. All Cap
8
0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares
JSMIX
C
U.S. All Cap
9
0.04%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Fidelity Growth Company Fund Class K
FGCKX
B--
U.S. All Cap - Growth
23
0.71%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Cardinal Health Inc
CAH
F++
U.S. Large Cap - Value
30
0%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
D++
International Small Cap
14
0.1%
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
8
0.07%
Bonds
Short Term Investment Fund
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Blackrock Global Invs US TIPs Fund
C+
U.S. Treasury - TIPS
4
0.2%
Loomis Sayles High Income Opportunities Fund Institutional Class
LSIOX
D++
Bond - U.S. High Yield
4
0%
Wellington Emerging Markets Debt
C+
Bond - Emerging Market
7
0.6%
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