Arthur J. Gallagher & Co. Employees Savings & Thrift 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
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
MM S&P 500 Index Fund Class I	MMIZX	C	U.S. Large Cap	15	0.08%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class R5	MGRFX	B-	U.S. Mid Cap - Growth	17	0.86%
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
MassMutual Select Small Cap Growth Equity Fund Class I	MSGZX	B--	U.S. Small Cap - Growth	22	0.85%
MassMutual Select Growth Opportunities Fund Class R5	MGRSX	F-	U.S. Mid Cap - Growth	25	0.84%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-4	RWMEX	D++	U.S. Mega Cap - Value	14	0.65%
MassMutual Select Mid Cap Value Fund Class R5	MLUSX	D++	U.S. All Cap - Value	17	0.83%
Perkins Mid Cap Value Fund Class T	JMCVX	F++	U.S. Mid Cap - Value	17	0.73%
MassMutual Select Fundamental Value Fund Class I	MFUZX	A++	U.S. Mid Cap - Value	48	0.59%
Global & Intl. Equity
MassMutual Premier International Equity Fund Class R5	MIEDX	D+	Europe	14	1.07%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
MassMutual Select Total Return Bond Fund Service Class	MSPHX	C	Bond - U.S. Corporate	3	0.67%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
Deutsche Small Cap Value Fund Institutional Class	KDSIX		Other	0	0.81%
MassMutual Premier U.S. Government Money Market Fund Class R5	MKSXX		Other	0	0%

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