Southern Champion Tray, Lp 401(K) Savings & Retirement Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
AMG Managers Montag & Caldwell Growth Fund Class N	MCGFX	D-	U.S. Mega Cap	18	1.04%
T. Rowe Price Retirement Balanced Fund Advisor Class	PARIX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
AllianzGI Technology Fund Class A	RAGTX	F-	U.S. Mid Cap - Growth	27	1.59%
U.S. Equities - Value
American Century Equity Income Fund A Class	TWEAX	C++	U.S. Mega Cap - Value	11	1.18%
American Century Mid Cap Value Fund Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
Dreyfus Mid Cap Index Fund Investor Shares	PESPX	D++	U.S. Mid Cap - Value	19	0.5%
Royce Total Return Fund Investment Class	RYTRX	D++	U.S. Small Cap - Value	21	1.13%
Delaware Small Cap Value Fund Class A	DEVLX	C++	U.S. Small Cap - Value	25	1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Century Diversified Bond Fund Institutional Class	ACBPX	B-	Bond - Multi Sector	3	0.4%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
BlackRock Small Cap Growth Fund II Institutional Shares	MASWX		Other	0	1.14%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information