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Eoir Technologies, 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     
Columbia Balanced Fund Class ACBLAXCU.S. Large Cap10fund risk1.13%
Loomis Sayles Global Equity and Income Fund Class ALGMAXCU.S. Large Cap11fund risk1.18%
BlackRock Health Sciences Opportunities Portfolio Investor A SharesSHSAXDU.S. Large Cap14fund risk1.21%
Prudential Jennison Equity Income Fund Class ZJDEZXDU.S. All Cap15fund risk0.91%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Prudential QMA Stock Index Fund Class ZPSIFXCU.S. Large Cap15fund risk0.25%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Prudential Jennison Natural Resources Fund Class APGNAXA+U.S. Small Cap27fund risk1.17%
Prudential Income Builder Fund Class APCGAXA+U.S. Mid Cap7fund risk1.52%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXB--U.S. All Cap - Growth18fund risk0.68%
MFS New Discovery Fund Class R3MNDHXA--U.S. Small Cap - Growth19fund risk1.31%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Wells Fargo Growth Fund - Class ASGRAXF-U.S. Mid Cap - Growth24fund risk1.19%
Columbia Seligman Communications and Information Fund Class ASLMCXA--U.S. All Cap - Growth24fund risk1.41%
U.S. Equities - Value     
Invesco Equity and Income Fund R5 ClassACEKXC++U.S. All Cap - Value13fund risk0.47%
Davis Appreciation & Income Fund Class ARPFCXA++U.S. Large Cap - Value14fund risk0.93%
American Funds Washington Mutual Investors Fund Class AAWSHXD++U.S. Mega Cap - Value14fund risk0.6%
JPMorgan Growth And Income Fund Class AVGRIXB++U.S. Large Cap - Value16fund risk1.15%
John Hancock Funds Disciplined Value Fund Class R2JDVPXB++U.S. All Cap - Value17fund risk1.32%
Fidelity Advisor Large Cap Fund Class TFALGXB++U.S. All Cap - Value17fund risk1.49%
Eaton Vance Atlanta Capital SMID-Cap Fund Class AEAASXD++U.S. Mid Cap - Value18fund risk1.25%
Victory Sycamore Established Value Fund Class AVETAXC++U.S. Mid Cap - Value19fund risk1.04%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXF++U.S. Mid Cap - Value20fund risk1.02%
Franklin Mutual Financial Services Fund Class ATFSIXD++U.S. All Cap - Value22fund risk1.46%
American Funds Capital Income Builder Class ACAIBXC++U.S. Mega Cap - Value9fund risk0.61%
Specialty     
Prudential Jennison Utility Fund Class APRUAXF++U.S. Real Estate14fund risk0.85%
Prudential Global Real Estate Fund Class APURAXB++U.S. Real Estate15fund risk1.26%
Oppenheimer Gold & Special Minerals Fund Class AOPGSXA--Gold33fund risk1.21%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
Invesco Developing Markets Fund R5 ClassGTDIXCEmerging Markets15fund risk1.01%
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth16fund risk1.14%
PIMCO All Asset All Authority Fund Class APAUAXA++International Small Cap8fund risk0.63%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Mortgage-Backed Securities Fund Class APMRAXBBond - U.S. Mortgages2fund risk0.9%
Prudential Government Income Fund Class APGVAXC-Bond - Multi Sector3fund risk0.97%
AB High Income Fund Class AAGDAXA++Bond - U.S. High Yield4fund risk0.9%
Ivy High Income Fund Class YWHIYXA++Bond - U.S. High Yield4fund risk0.93%
Other     
INTECH U.S. Core Fund Class SJLCIX Other0fund risk1.14%
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