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401k, 403b plan

Novatel Wireless, Inc. 401(K) 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     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap14fund risk0.76%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
T. Rowe Price Small-Cap Stock FundOTCFXA+U.S. Small Cap17fund risk0.91%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap6fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap6fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. All Cap10fund risk0.72%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXC-U.S. Mid Cap - Growth20fund risk0.8%
T. Rowe Price Growth Stock FundPRGFXB--U.S. Large Cap - Growth20fund risk0.69%
Fidelity Select Software & IT Services PortfolioFSCSXC--U.S. All Cap - Growth21fund risk0.78%
U.S. Equities - Value     
American Century Mid Cap Value Fund Investor ClassACMVXD++U.S. All Cap - Value17fund risk1%
Columbia Mid Cap Index Fund Class ZNMPAXD++U.S. Mid Cap - Value19fund risk0.2%
Victory Sycamore Small Company Opportunity Fund Class IVSOIXD++U.S. Small Cap - Value22fund risk0.98%
Columbia Small Cap Index Fund Class ANMSAXB++U.S. Small Cap - Value23fund risk0.45%
Global & Intl. Equity     
T. Rowe Price International Equity Index FundPIEQXB-International Large Cap14fund risk0.5%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
T. Rowe Price U.S. Bond Enhanced Index FundPBDIXC-Bond - Multi Sector3fund risk0.3%
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