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Savings And Supplemental Retirement Plan Of Novant Health, Inc.

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PLAN FUNDS investment options ratings help
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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     
MM S&P 500 Index Fund Class Service ClassMMIEXCU.S. Large Cap15fund risk0.42%
Baron Growth Fund Retail SharesBGRFXF+U.S. Mid Cap20fund risk1.3%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class AAGTHXB--U.S. All Cap - Growth18fund risk0.7%
Janus Forty Fund Class SJARTXB--U.S. All Cap - Growth20fund risk0.91%
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth21fund risk1.22%
Franklin Small-Mid Cap Growth Fund Class AFRSGXC-U.S. Mid Cap - Growth21fund risk0.96%
Columbia Seligman Communications and Information Fund Class ASLMCXA--U.S. All Cap - Growth24fund risk1.41%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class AAWSHXD++U.S. Mega Cap - Value14fund risk0.6%
Artisan Mid Cap Value Fund Investor ClassARTQXC++U.S. Mid Cap - Value18fund risk1.2%
Invesco Growth and Income Fund Class AACGIXC++U.S. All Cap - Value19fund risk0.81%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Mid Cap - Value20fund risk1.17%
American Funds The Income Fund of America Class AAMECXB++U.S. Mega Cap - Value9fund risk0.58%
Specialty     
Invesco Real Estate Fund Class AIARAXC++U.S. Real Estate17fund risk1.25%
Global & Intl. Equity     
Thornburg International Value Fund Class R3TGVRXA+Europe14fund risk1.45%
Invesco Developing Markets Fund Class AGTDDXCEmerging Markets15fund risk1.38%
American Funds EuroPacific Growth Fund Class AAEPGXC-International Large Cap - Growth16fund risk0.84%
PIMCO All Asset All Authority Fund Class APAUAXA++International Small Cap8fund risk0.63%
Bonds     
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
BlackRock Inflation Protected Bond Fund Investor A SharesBPRAXC+U.S. Treasury - TIPS4fund risk0.76%
Other     
Royce Low-Priced Stock Fund Service ClassRYLPX Other0fund risk1.49%
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