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Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXD--U.S. Mid Cap11fund risk0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXD--U.S. Mid Cap14fund risk0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXC--U.S. Mid Cap17fund risk0.04%
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXC--U.S. Mid Cap21fund risk0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXFU.S. All Cap23fund risk0.04%
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXFU.S. All Cap25fund risk0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXFU.S. All Cap25fund risk1.42%
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXFU.S. All Cap25fund risk0.04%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXF++U.S. Mega Cap30fund risk0.02%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap30fund risk0.04%
Vanguard Extended Market Index Fund Institutional SharesVIEIXB--U.S. Small Cap33fund risk0.08%
U.S. Equities - Growth     
Fidelity Growth Company Fund Class KFGCKXA++U.S. All Cap - Growth30fund risk0.71%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXD--U.S. All Cap - Value33fund risk0.52%
Cardinal Health IncCAHA--U.S. Mega Cap - Value40fund risk0%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXC-International Large Cap - Growth25fund risk0.78%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXC--Europe25fund risk0.12%
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXD--Europe10fund risk0.02%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector5fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
BlackRock Short Term Bond InstlMADUX Other0fund risk0.93%
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Following Plans

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  • Make modifications and contribute to the plan information