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Lancope, Inc. 401(K) 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     
John Hancock Funds Lifestyle Growth Portfolio Class 1JILGXBU.S. All Cap12fund risk0.11%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1JILAXBU.S. All Cap15fund risk0.11%
John Hancock Variable Insurance Trust 500 Index Trust B Series IJFIVXDU.S. Large Cap16fund risk0.73%
ClearBridge Aggressive Growth Fund Class ISAGYXDU.S. All Cap18fund risk0.87%
Royce Opportunity Fund Investment ClassRYPNXA+U.S. Small Cap25fund risk1.16%
John Hancock Variable Insurance Trust Small Cap Index Trust Series IJESIXF+U.S. Small Cap27fund risk0.54%
John Hancock Funds Lifestyle Conservative Portfolio Class 1JILCXBU.S. All Cap4fund risk0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1JILMXBU.S. All Cap6fund risk0.11%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1JRHOXCU.S. All Cap8fund risk0.33%
John Hancock Funds Lifestyle Balanced Portfolio Class 1JILBXBU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXC--U.S. Large Cap - Growth19fund risk0.94%
John Hancock Variable Insurance Trust Small Cap Growth Trust Series IJESGXF--U.S. Small Cap - Growth29fund risk1.15%
U.S. Equities - Value     
AMG Managers Fairpointe Mid Cap Fund Class IABMIXA++U.S. Mid Cap - Value17fund risk0.86%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC++U.S. Mid Cap - Value19fund risk0.74%
T. Rowe Price Small-Cap Value Fund Advisor ClassPASVXB++U.S. Small Cap - Value20fund risk1.09%
Specialty     
John Hancock II Real Estate Securities Fund Class 1JIREXB++U.S. Real Estate18fund risk0.79%
Global & Intl. Equity     
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXAEmerging Markets15fund risk0.57%
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth16fund risk0.54%
Oppenheimer Developing Markets Fund Class YODVYXCEmerging Markets17fund risk1.01%
DFA International Value Portfolio Institutional ClassDFIVXAInternational Large Cap - Value18fund risk0.43%
Oppenheimer International Bond Fund Class YOIBYXF++International Small Cap7fund risk0.74%
PIMCO All Asset Fund Administrative ClassPAALXA++International Small Cap8fund risk0.32%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
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