Copart Inc. 401 K Retirement Savings Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Voya Solution 2025 Portfolio Class S2	ISPBX	C	U.S. All Cap	11	0.52%
Voya Solution 2035 Portfolio Class S2	ISPCX	D	U.S. All Cap	14	0.53%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
Voya Solution 2045 Portfolio Class T	ISRTX	D	U.S. All Cap	15	0.83%
Voya Solution 2055 Portfolio Class S2	ITSPX	D	U.S. All Cap	15	0.53%
Voya Solution 2045 Portfolio Class S2	ISPDX	D	U.S. All Cap	16	0.53%
Voya Russell Mid Cap Index Portfolio Class I	IIRMX	C+	U.S. Mid Cap	16	0.43%
Pioneer Fundamental Growth Fund Class Y	FUNYX	D-	U.S. Mega Cap	17	0.82%
Voya Russell Small Cap Index Portfolio Class I	IIRSX	C+	U.S. Small Cap	23	0.45%
Voya Solution Income Portfolio Class S2	IJKBX	C	U.S. All Cap	6	0.53%
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	9	0.94%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
VY Oppenheimer Global Portfolio Class I	IGMIX	B--	U.S. All Cap - Growth	19	0.76%
Baron Asset Fund Retail Class	BARAX	C-	U.S. Mid Cap - Growth	19	1.32%
Voya Large Cap Growth Portfolio Class A	IEOPX	D--	U.S. All Cap - Growth	20	1.07%
Voya Large Cap Growth Portfolio Class I	IEOHX	D--	U.S. All Cap - Growth	20	0.6%
Vanguard Small Capitalization Growth Index Fund Investor Shares	VISGX	C--	U.S. Small Cap - Growth	21	0.24%
U.S. Equities - Value
Vanguard Value Index Fund Investor Shares	VIVAX	C++	U.S. Mega Cap - Value	15	0.24%
VY JPMorgan Mid Cap Value Portfolio Class I	IJMIX	C++	U.S. Mid Cap - Value	19	0.86%
Franklin Small Cap Value Fund Class A	FRVLX	F++	U.S. Small Cap - Value	24	1.19%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Pioneer Strategic Income Fund Class Y	STRYX	B++	Bond - U.S. High Yield	3	0.74%
Voya Intermediate Bond Fund Class A	IIBAX	B-	Bond - Multi Sector	3	0.7%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
Other
Manning & Napier World Opportunities Fund Class A	EXWAX		Other	0	1.07%
Voya Solution 2015 Portfolio Class S2	ISPAX		Other	0	0.53%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information