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Acme Tool Crib 401(K) 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     
JPMorgan SmartRetirement 2035 Fund Class A SharesSRJAXCU.S. All Cap11fund risk0.29%
JPMorgan SmartRetirement 2040 Fund Class A SharesSMTAXCU.S. All Cap13fund risk0.29%
JPMorgan SmartRetirement 2055 Fund Class A SharesJFFAXCU.S. All Cap14fund risk1.25%
JPMorgan SmartRetirement 2050 Fund Class A SharesJTSAXCU.S. All Cap14fund risk0.29%
JPMorgan SmartRetirement 2045 Fund Class A SharesJSAAXCU.S. All Cap14fund risk0.29%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
JPMorgan SmartRetirement Income Fund Class A SharesJSRAXCU.S. All Cap5fund risk0.27%
JPMorgan SmartRetirement 2025 Fund Class A SharesJNSAXCU.S. All Cap8fund risk0.29%
JPMorgan SmartRetirement 2030 Fund Class A SharesJSMAXCU.S. All Cap9fund risk0.29%
U.S. Equities - Growth     
Nationwide Geneva Mid Cap Growth Fund Institutional Service ClassNWHYXA-U.S. Mid Cap - Growth17fund risk0%
JPMorgan Large Cap Growth Fund Class AOLGAXF--U.S. All Cap - Growth23fund risk1.1%
Neuberger Berman Small Cap Growth Fund Institutional ClassNBSMXF--U.S. Small Cap - Growth24fund risk0.9%
U.S. Equities - Value     
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. All Cap - Value16fund risk0.8%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Other     
Columbia Dividend Income Fund Class ICDVIX Other0fund risk0.58%
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Following Plans

Following a plan allows you to:
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  • Make modifications and contribute to the plan information