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The Marvin Companies PS and 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     
Wells Fargo Dow Jones Target 2040 Fund - Class R4WTFRXCU.S. All Cap11fund risk0.52%
Wells Fargo Dow Jones Target 2050 Fund - Class R4WQFRXCU.S. All Cap13fund risk0.52%
Wells Fargo Diversified Equity Fund - Class AdminNVDEXCU.S. All Cap15fund risk1%
Wells Fargo Index Fund - Class AdminWFIOXCU.S. Large Cap15fund risk0.25%
Wells Fargo Dow Jones Target Today Fund - Class R4WOTRXDU.S. All Cap5fund risk0.45%
Wells Fargo Dow Jones Target 2010 Fund - Class R4WFORXDU.S. All Cap6fund risk0.47%
Wells Fargo Dow Jones Target 2020 Fund - Class R4WFLRXCU.S. All Cap6fund risk0.5%
Wells Fargo Dow Jones Target 2030 Fund - Class R4WTHRXCU.S. All Cap9fund risk0.51%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
Eagle Mid Cap Growth Fund Class R5HARSXD-U.S. Mid Cap - Growth20fund risk0.89%
Columbia Select Large Cap Growth Fund Class ZUMLGXB--U.S. All Cap - Growth21fund risk0.85%
Voya SmallCap Opportunities Fund Class R6ISOZXC--U.S. Small Cap - Growth22fund risk0%
Dreyfus Research Growth Fund, Inc. Class IDWOIXD--U.S. All Cap - Growth22fund risk0.84%
U.S. Equities - Value     
AMG Managers Fairpointe Mid Cap Fund Class IABMIXA++U.S. Mid Cap - Value17fund risk0.86%
MFS Mid Cap Value Fund Class IMCVIXC++U.S. Mid Cap - Value17fund risk0.93%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Western Asset Core Plus Bond Fund Class ISWAPSXCBond - U.S. Corporate4fund risk0.43%
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