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Culp, Inc. Employees Retirement Builder Plan

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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     
MFS Growth Allocation Fund Class AMAGWXBU.S. All Cap11fund risk0.34%
MFS Aggressive Growth Allocation Fund Class AMAAGXCU.S. All Cap13fund risk0.37%
MFS Core Equity Fund Class AMRGAXCU.S. Large Cap15fund risk1.1%
Prudential Jennison Small Company Fund Class APGOAXA+U.S. Mid Cap20fund risk1.15%
MFS Conservative Allocation Fund Class AMACFXCU.S. All Cap6fund risk0.32%
MFS Moderate Allocation Fund Class AMAMAXCU.S. All Cap8fund risk0.33%
U.S. Equities - Growth     
Franklin DynaTech Fund Class AFKDNXF-U.S. Mid Cap - Growth26fund risk0.94%
Lord Abbett Bond-Debenture Fund Class R3LBNRXA-U.S. Mid Cap - Growth4fund risk1.11%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXC++U.S. Mega Cap - Value14fund risk0.92%
American Century Mid Cap Value Fund A ClassACLAXD++U.S. All Cap - Value16fund risk1.25%
MFS Total Return Fund Class AMSFRXB++U.S. Mega Cap - Value9fund risk0.75%
Specialty     
Deutsche Real Estate Securities Fund Class ARRRAXB++U.S. Real Estate18fund risk0.96%
Global & Intl. Equity     
MFS International Diversification Fund Class BMDIFXB-International Large Cap - Growth13fund risk1.1%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Pioneer Bond Fund Class APIOBXBBond - U.S. Corporate3fund risk0.85%
MFS Corporate Bond Fund Class R3MFBHXCBond - U.S. Corporate4fund risk0.82%
Other     
Culp, Inc.CFI Other0fund risk0%
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