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401k, 403b plan

Lapine Group Inc.

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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     
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
iShares Core S&P 500 ETFIVVCU.S. Large Cap15fund risk0.07%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXF+U.S. Mid Cap19fund risk1.32%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
MainStay Large Cap Growth Fund Class R2MLRTXD--U.S. Large Cap - Growth21fund risk1.12%
Buffalo Small Cap FundBUFSXA--U.S. Small Cap - Growth25fund risk1%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Service SharesMSDVXD++U.S. All Cap - Value16fund risk1.01%
Goldman Sachs Mid Cap Value Fund Service ClassGSMSXC++U.S. Mid Cap - Value17fund risk1.24%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Mid Cap - Value20fund risk1.17%
Specialty     
Virtus Real Estate Securities Fund Class APHRAXB++U.S. Real Estate19fund risk1.4%
Bonds     
Federated Institutional Prime Obligations Fund Service SharesPRSXXCU.S. Cash / Money Market0fund risk0%
Eaton Vance Floating - Rate Fund Class AEVBLXA++Bond - U.S. High Yield2fund risk0.99%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Columbia Strategic Income Fund Class ACOSIXFU.S. Cash / Money Market300fund risk1.03%
American Century Inflation Adjusted Bond Fund Institutional ClassAIANXC+U.S. Treasury - TIPS4fund risk0.27%
AllianzGI High Yield Bond Fund Administrative ClassAYBVXB++Bond - U.S. High Yield4fund risk0.9%
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