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401k, 403b plan

Performance Contracting Group, Inc. Esop/401(K) Plan

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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     
Principal LifeTime 2030 Fund Institutional ClassPMTIXCU.S. All Cap10fund risk0.04%
Principal LifeTime 2035 Fund Institutional ClassLTIUXCU.S. All Cap11fund risk0.04%
Principal LifeTime 2040 Fund Institutional ClassPTDIXCU.S. All Cap12fund risk0.04%
Principal LifeTime 2045 Fund Institutional ClassLTRIXCU.S. All Cap13fund risk0.05%
Principal LifeTime 2050 Fund Institutional ClassPPLIXCU.S. All Cap13fund risk0.04%
Principal LifeTime 2055 Fund Institutional ClassLTFIXCU.S. All Cap14fund risk0.09%
Principal LifeTime 2060 Fund Institutional ClassPLTZXCU.S. All Cap14fund risk0.47%
BlackRock Equity Index T FundCU.S. Large Cap15fund risk0.09%
BlackRock MidCap Index Fund Institutional SharesBRMIXC+U.S. Mid Cap16fund risk0%
Principal LifeTime 2010 Fund Institutional ClassPTTIXCU.S. All Cap5fund risk0.04%
Principal LifeTime 2015 Fund Institutional ClassLTINXCU.S. All Cap6fund risk0.04%
Principal LifeTime Hybrid Income Fund Institutional ClassPHTFXCU.S. All Cap7fund risk0%
Principal LifeTime 2020 Fund Institutional ClassPLWIXCU.S. All Cap8fund risk0.04%
Principal LifeTime 2025 Fund Institutional ClassLTSTXCU.S. All Cap9fund risk0.04%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXB-U.S. Mid Cap - Growth19fund risk0.09%
Vanguard Growth Index Fund Institutional SharesVIGIXC--U.S. Large Cap - Growth20fund risk0.08%
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXC--U.S. Small Cap - Growth21fund risk0.08%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXC++U.S. Mega Cap - Value15fund risk0.08%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD++U.S. Mid Cap - Value18fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXB++U.S. Small Cap - Value22fund risk0.09%
SmallCap S&P 600 Index SeparateB++U.S. Small Cap - Value23fund risk0.14%
Specialty     
Principal Real Estate Securities Fund Class APRRAXC++U.S. Real Estate18fund risk1.33%
Global & Intl. Equity     
TIAA-CREF International Equity Index Fund Institutional ClassTCIEXB-International Large Cap14fund risk0.07%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Oppenheimer International Growth Fund Class YOIGYXB-International Large Cap - Growth16fund risk0.9%
Oppenheimer Developing Markets Fund Class YODVYXCEmerging Markets17fund risk1.01%
Bonds     
Principal Stable Value Z FundCU.S. Cash / Money Market0fund risk0%
Principal Core Plus Bond Fund Class APRBDXCBond - U.S. Corporate3fund risk0.94%
BlackRock Total Return Bond T FundB-Bond - Multi Sector3fund risk0.61%
High Yield I SeparateB++Bond - U.S. High Yield4fund risk0.69%
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