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Eastern Warehouse Distributors Inc. 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     
Transamerica Asset Allocation Moderate Growth Portfolio Class RIMGRXCU.S. All Cap11fund risk0.77%
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap11fund risk0.17%
Transamerica Asset Allocation Growth Portfolio Class RIGWRXCU.S. All Cap15fund risk0.84%
Oppenheimer Main Street Mid Cap Fund Class ROPMNXC+U.S. Mid Cap15fund risk1.39%
American Funds AMCAP Fund Class R-1RAFAXDU.S. Large Cap15fund risk1.47%
Wells Fargo Common Stock Fund - Class R6SCSRXD+U.S. Mid Cap19fund risk0.81%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap6fund risk0.15%
Transamerica Asset Allocation Conservative Portfolio Class RICVRXCU.S. All Cap6fund risk0.81%
Transamerica Asset Allocation Moderate Portfolio Class RIMDRXCU.S. All Cap8fund risk0.76%
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap9fund risk0.16%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-1RNPAXA--U.S. All Cap - Growth17fund risk1.56%
Oppenheimer Global Fund Class ROGLNXA--U.S. All Cap - Growth18fund risk1.47%
American Funds The Growth Fund of America Class R-1RGAAXC--U.S. All Cap - Growth18fund risk1.44%
Oppenheimer Capital Appreciation Fund Class ROTCNXC--U.S. All Cap - Growth21fund risk1.37%
Vanguard LifeStrategy Income Fund Investor SharesVASIXC--U.S. All Cap - Growth4fund risk0.13%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class LMSHLXF-U.S. Mid Cap - Growth33fund risk1.6%
U.S. Equities - Value     
Franklin Mutual Shares Fund Class RTESRXB++U.S. All Cap - Value15fund risk1.29%
BlackRock Equity Dividend Fund R SharesMRDVXD++U.S. All Cap - Value16fund risk1.28%
Victory Sycamore Established Value Fund Class RGETGXC++U.S. Mid Cap - Value19fund risk1.22%
State Steet Russell Small Cap Value Index Ret OptC++U.S. Small Cap - Value26fund risk0.25%
Specialty     
Nuveen Real Estate Securities Fund Class R6FREGXC++U.S. Real Estate17fund risk0.88%
Global & Intl. Equity     
Templeton Foreign Fund Class RTEFRXD++International Small Cap15fund risk1.44%
Bonds     
Transamerica Stable Value OptionCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXBBond - U.S. Corporate2fund risk0.58%
Pioneer Bond Fund Class RPBFRXBBond - U.S. Corporate3fund risk1.25%
Templeton Global Bond Fund Class RFGBRXD-U.S. Treasury - Short / Intermediate3fund risk1.11%
Other     
Transamerica Partners Core Bond FundDVGCX Other0fund risk0.39%
Transamerica Partners High Yield Bond FundDVHYX Other0fund risk0.59%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
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