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Merrill Lynch ESP 401k

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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     
AllianzGI Global Water Fund Institutional ClassAWTIXB+U.S. Mid Cap14fund risk1.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXCU.S. All Cap10fund risk0.78%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXC--U.S. Large Cap - Growth19fund risk0.94%
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXD-U.S. Mid Cap - Growth20fund risk0.95%
Dreyfus Research Growth Fund, Inc. Class IDWOIXD--U.S. All Cap - Growth22fund risk0.84%
Columbia Seligman Communications and Information Fund Class R5SCMIXA--U.S. All Cap - Growth24fund risk1.03%
Wells Fargo Traditional Small Cap Growth Fund - Class InstEGRYXF-U.S. Mid Cap - Growth26fund risk0.98%
U.S. Equities - Value     
Virtus Alternatives Diversifier Fund Class APDPAXB++U.S. All Cap - Value11fund risk0.58%
Invesco Equity and Income Fund R5 ClassACEKXC++U.S. All Cap - Value13fund risk0.47%
The Hartford Equity Income Fund Class R5HQITXC++U.S. Mega Cap - Value14fund risk0.77%
Fidelity Advisor Equity Income Fund Class AFEIAXC++U.S. Large Cap - Value15fund risk0.97%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC++U.S. Mid Cap - Value19fund risk0.74%
Invesco Comstock Fund R5 ClassACSHXB++U.S. All Cap - Value20fund risk0.49%
Invesco Energy Fund R5 ClassIENIXA++U.S. Small Cap - Value36fund risk0.79%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXC++U.S. Real Estate17fund risk0.88%
Wells Fargo Precious Metals Fund - Class InstEKWYXF--Gold35fund risk0.78%
Global & Intl. Equity     
Thornburg International Value Fund Class R5TIVRXA+Europe14fund risk0.96%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Institutional ClassPTLDXC+U.S. Treasury - TIPS1fund risk0.46%
Goldman Sachs Government Income Fund Institutional SharesGSOIXC-Bond - Multi Sector3fund risk0.58%
MainStay High Yield Corporate Bond Fund Class IMHYIXB++Bond - U.S. High Yield3fund risk0.76%
Franklin Total Return Fund Advisor ClassFBDAXB-Bond - Multi Sector3fund risk0.63%
Other     
Columbia Large Cap Growth Fund V Class ZNGIPX Other0fund risk0.92%
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