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Cardiovascular Systems Inc 401K Profit Sharing 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     
Calamos Growth & Income Fund Class ACVTRXDU.S. All Cap15fund risk1.09%
Invesco S&P 500 Index Fund Class ASPIAXCU.S. Large Cap15fund risk0.62%
U.S. Equities - Growth     
Oppenheimer Global Fund Class AOPPAXA--U.S. All Cap - Growth18fund risk1.19%
Oak Ridge Small Cap Growth Fund Class AORIGXC--U.S. Small Cap - Growth20fund risk1.4%
MainStay Large Cap Growth Fund Class R2MLRTXD--U.S. Large Cap - Growth21fund risk1.12%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXF-U.S. Mid Cap - Growth34fund risk0.95%
U.S. Equities - Value     
Invesco Comstock Fund Class AACSTXB++U.S. All Cap - Value20fund risk0.81%
Invesco Small Cap Value Fund Class AVSCAXA++U.S. Mid Cap - Value28fund risk1.11%
Specialty     
Wells Fargo Precious Metals Fund - Class AEKWAXF--Gold35fund risk1.09%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Aberdeen International Equity Fund Class AGIGAXDEmerging Markets17fund risk1.33%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Century Government Bond Fund Class AABTAXC-Bond - Multi Sector2fund risk0.72%
Invesco Corporate Bond Fund Class AACCBXBBond - U.S. Corporate4fund risk0.92%
Other     
Invesco Balanced-Risk Retirement 2020 Fund Class AAFTAX Other0fund risk0.25%
Invesco Balanced-Risk Retirement 2030 Fund Class ATNAAX Other0fund risk0.25%
Invesco Balanced-Risk Retirement 2050 Fund Class ATNEAX Other0fund risk0.25%
Invesco Balanced-Risk Retirement Now Fund Class AIANAX Other0fund risk0.25%
Invesco Balanced-Risk Retirement 2040 Fund Class ATNDAX Other0fund risk0.25%
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Following Plans

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