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Pathfinder Services Retirement 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     
BlackRock S&P 500 Index Fund Class K ShareWFSPXCU.S. Large Cap15fund risk0.16%
Vanguard Balanced Index Fund Admiral SharesVBIAXCU.S. All Cap9fund risk0.09%
U.S. Equities - Growth     
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXD--U.S. Large Cap - Growth21fund risk0.6%
Columbia Acorn Fund Class Y SharesCRBYXD-U.S. Mid Cap - Growth21fund risk0.7%
BlackRock Small Cap Growth Equity Portfolio Institutional SharesPSGIXC--U.S. Small Cap - Growth23fund risk0.82%
U.S. Equities - Value     
American Century Income and Growth Fund Institutional ClassAMGIXC++U.S. Large Cap - Value15fund risk0.47%
Artisan Mid Cap Value Fund Institutional ClassAPHQXC++U.S. Mid Cap - Value18fund risk0.98%
Perkins Small Cap Value Fund Class NJDSNXF++U.S. Small Cap - Value22fund risk0.58%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
T. Rowe Price Institutional Emerging Markets Equity FundIEMFXFEmerging Markets17fund risk1.1%
Bonds     
T. Rowe Price Institutional High Yield FundTRHYXB++Bond - U.S. High Yield3fund risk0.5%
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