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Connecticut Multispecialty Group 401(K) Savings Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
American Funds Capital World Growth and Income Fund Class R-3
RWICX
C
U.S. Large Cap
14
1.09%
American Funds Fundamental Investors Class R-3
RFNCX
C
U.S. Large Cap
15
0.96%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Neuberger Berman Genesis Fund Institutional Class
NBGIX
F+
U.S. Mid Cap
18
0.85%
U.S. Equities - Growth
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Columbia Acorn Fund Class A
LACAX
F-
U.S. Mid Cap - Growth
21
1.07%
MainStay Large Cap Growth Fund Class R6
MLRSX
D--
U.S. Large Cap - Growth
21
0.62%
U.S. Equities - Value
T. Rowe Price Equity Income Fund
PRFDX
C++
U.S. All Cap - Value
17
0.67%
AB Discovery Value Fund Class A
ABASX
C++
U.S. Mid Cap - Value
24
1.22%
Specialty
Nuveen Real Estate Securities Fund Class A
FREAX
C++
U.S. Real Estate
17
1.25%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Templeton Global Bond Fund Class R6
FBNRX
F-
U.S. Treasury - Short / Intermediate
4
0.51%
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