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Sac Wireless, Llc 401(K) Profit Sharing Plan

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PLAN FUNDS investment options ratings help
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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     
T. Rowe Price Retirement 2030 Fund Class RRRTCXCU.S. All Cap11fund risk0.5%
T. Rowe Price Retirement 2035 Fund Class RRRTPXCU.S. All Cap12fund risk0.5%
T. Rowe Price Retirement 2040 Fund Class RRRTDXCU.S. All Cap13fund risk0.5%
T. Rowe Price Retirement 2045 Fund Class RRRTRXCU.S. All Cap14fund risk0.5%
T. Rowe Price Retirement 2050 Fund Class RRRTFXCU.S. All Cap14fund risk0.5%
T. Rowe Price Retirement 2055 Fund Class RRRTVXCU.S. All Cap14fund risk0.5%
JPMorgan U.S. Equity Fund Class R2JUEZXDU.S. Large Cap16fund risk1.22%
T. Rowe Price Retirement Balanced Fund Class RRRTIXBU.S. All Cap6fund risk0.5%
T. Rowe Price Retirement 2010 Fund Class RRRTAXCU.S. All Cap7fund risk0.5%
T. Rowe Price Retirement 2015 Fund Class RRRTMXCU.S. All Cap7fund risk0.5%
T. Rowe Price Retirement 2020 Fund Class RRRTBXCU.S. All Cap8fund risk0.5%
T. Rowe Price Retirement 2025 Fund Class RRRTNXCU.S. All Cap10fund risk0.5%
U.S. Equities - Growth     
T. Rowe Price Growth Stock Fund R ClassRRGSXB--U.S. Large Cap - Growth20fund risk1.19%
ClearBridge Small Cap Growth Fund Class RLMPOXA--U.S. Small Cap - Growth22fund risk1.46%
U.S. Equities - Value     
Eaton Vance Atlanta Capital SMID-Cap Fund Class RERSMXF++U.S. Mid Cap - Value18fund risk1.5%
Victory Sycamore Established Value Fund Class RGETGXC++U.S. Mid Cap - Value19fund risk1.22%
Invesco Comstock Fund Class RACSRXB++U.S. All Cap - Value20fund risk1.06%
Delaware Small Cap Value Fund Class RDVLRXC++U.S. Small Cap - Value25fund risk1.5%
Specialty     
Franklin Utilities Class RFRURXF++U.S. Real Estate16fund risk1.1%
Deutsche Real Estate Securities Fund Class RRRRSXB++U.S. Real Estate18fund risk1.26%
Global & Intl. Equity     
Thornburg Investment Income Builder Fund Class R3TIBRXAInternational Large Cap - Value12fund risk1.49%
Oppenheimer International Growth Fund Class ROIGNXB-International Large Cap - Growth16fund risk1.44%
Victory Sophus Emerging Markets Fund Class RREMKXBEmerging Markets19fund risk1.9%
Legg Mason BW Global Opportunities Bond Fund Class RLBORXD++International Small Cap6fund risk1.23%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Franklin Strategic Income Fund Class RFKSRXB++Bond - U.S. High Yield2fund risk1.11%
JPMorgan Government Bond Fund Class R2JGBZXC-U.S. Treasury - Intermediate3fund risk0.99%
PIMCO Total Return Fund Class RPTRRXB-Bond - Multi Sector3fund risk1.1%
Ivy High Income Fund Class RIYHIXA++Bond - U.S. High Yield4fund risk1.28%
Other     
Nuveen Mid Cap Index Fund Class R3FMCYX Other0fund risk0.98%
Putnam Capital Opportunities Fund Class RPCORX Other0fund risk1.43%
Janus International Equity Fund Class RJRIEX Other0fund risk1.56%
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