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Advanced Cardiac Care, Llc 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     
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap15fund risk0.09%
Parnassus Core Equity Fund - Investor SharesPRBLXCU.S. Large Cap15fund risk0.87%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class IFINSXB--U.S. Large Cap - Growth19fund risk0.68%
American Century Heritage Fund Investor ClassTWHIXC-U.S. Mid Cap - Growth22fund risk1%
U.S. Equities - Value     
Royce Special Equity Fund Investment ClassRYSEXD++U.S. Small Cap - Value17fund risk1.13%
Dreyfus Strategic Value Fund Class IDRGVXB++U.S. All Cap - Value18fund risk0.73%
Global & Intl. Equity     
MainStay International Equity Fund Class IMSIIXA-International Large Cap - Growth15fund risk1.14%
Delaware Emerging Markets Fund Institutional ClassDEMIXCEmerging Markets19fund risk1.46%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Federal Fund Investor SharesVSGBXCBond - U.S. Mortgages1fund risk0.2%
Vanguard Intermediate-Term Treasury Fund Investor SharesVFITXC-U.S. Treasury - Short / Intermediate2fund risk0.2%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC+U.S. Treasury - TIPS4fund risk0.2%
Prudential High-Yield Fund Class ZPHYZXA++Bond - U.S. High Yield4fund risk0.58%
Other     
Deutsche U.S. Bond Index Fund Institutional ClassBTUSX Other0fund risk0.34%
Manning & Napier World Opportunities Fund Class AEXWAX Other0fund risk1.07%
Nuveen Tradewinds Value Opportunities Fund Class INVORX Other0fund risk0.99%
Federated Automated Cash Management Trust Institutional Service SharesACMXX Other0fund risk0%
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