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Nettuno & Associates, Inc 401k 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     
Davis New York Venture Fund Class ANYVTXAU.S. All Cap17fund risk0.88%
Vanguard Wellington Fund Investor SharesVWELXBU.S. Large Cap10fund risk0.26%
U.S. Equities - Growth     
Fidelity Capital Appreciation FundFDCAXA--U.S. All Cap - Growth18fund risk0.77%
American Funds The Growth Fund of America Class AAGTHXB--U.S. All Cap - Growth18fund risk0.7%
AB Growth Fund Class AAGRFXC--U.S. All Cap - Growth18fund risk1.44%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXD-U.S. Mid Cap - Growth21fund risk0.51%
U.S. Equities - Value     
VY Invesco Growth and Income Portfolio Class IIVGIXC++U.S. All Cap - Value19fund risk0.63%
Vanguard Small-Cap Value Index Fund Institutional SharesVSIIXB++U.S. Small Cap - Value22fund risk0.08%
Global & Intl. Equity     
VALIC Company I Foreign Value FundVCFVXD++International Small Cap15fund risk0.8%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
BlackRock U.S. Government Bond Portfolio Investor A SharesCIGAXC--U.S. Treasury - Intermediate / Long2fund risk0.9%
Delaware Corporate Bond Fund Class ADGCAXBBond - U.S. Corporate5fund risk0.93%
Other     
Oppenheimer International Diversified Fund Class BOIDBX Other0fund risk1.52%
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