Corporate Insight, Inc. 401(K) Profit Sharing Plan And Trust

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
Janus Balanced Fund Class R	JDBRX	C-	U.S. Mega Cap	10	1.33%
Franklin Growth Allocation Fund Class R	FGTRX	D	U.S. Large Cap	12	0.84%
Franklin Rising Dividends Fund Class R	FRDRX	C	U.S. All Cap	15	1.18%
Oppenheimer Main Street Mid Cap Fund Class R	OPMNX	C+	U.S. Mid Cap	15	1.39%
Thornburg Value Fund Class R3	TVRFX	F+	U.S. Mid Cap	19	1.34%
Fidelity Advisor Leveraged Company Stock Fund Class T	FLSTX	B	U.S. All Cap	20	1.33%
Prudential Jennison Natural Resources Fund Class R	JNRRX	A+	U.S. Small Cap	27	1.37%
BlackRock Global Allocation Fund, Inc. Class R	MRLOX	C	U.S. All Cap	10	1.39%
U.S. Equities - Growth
Alger Capital Appreciation Institutional Fund Class R	ACARX	D--	U.S. All Cap - Growth	21	1.69%
Columbia Seligman Communications and Information Fund Class R	SCIRX	A--	U.S. All Cap - Growth	24	1.66%
U.S. Equities - Value
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
Franklin Income Series Class R	FISRX	B++	U.S. Mega Cap - Value	10	0.97%
Global & Intl. Equity
Thornburg International Value Fund Class R3	TGVRX	A+	Europe	14	1.45%
Putnam International Capital Opportunities Fund Class R	PICRX	B++	International Small Cap	14	1.68%
Janus Overseas Fund Class R	JDIRX	B++	International Small Cap	15	1.18%
Oppenheimer Developing Markets Fund Class R	ODVNX	C	Emerging Markets	17	1.7%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Thornburg Limited Term Income Fund Class R3	THIRX	C-	U.S. Treasury - Short / Intermediate	2	0.99%
PIMCO Total Return Fund Class R	PTRRX	B-	Bond - Multi Sector	3	1.1%
Franklin High Income Fund Class R	FHIRX	C++	Bond - U.S. High Yield	5	1.11%

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