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Brillient Corporation

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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     
Calvert Equity Portfolio Class ACSIEXDU.S. Large Cap15fund risk1.2%
Oppenheimer Main Street Select Fund Class ROMSNXCU.S. Large Cap16fund risk1.47%
Fidelity Advisor Consumer Discretionary Fund Class TFACPXFU.S. All Cap19fund risk1.58%
Fidelity Advisor Small Cap Fund Class TFSCTXB+U.S. Small Cap20fund risk1.21%
Fidelity Advisor Leveraged Company Stock Fund Class TFLSTXBU.S. All Cap20fund risk1.33%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-1RSLAXA-U.S. Mid Cap - Growth16fund risk1.84%
Oppenheimer Global Fund Class ROGLNXA--U.S. All Cap - Growth18fund risk1.47%
American Funds The Growth Fund of America Class R-1RGAAXC--U.S. All Cap - Growth18fund risk1.44%
Oppenheimer Global Opportunities Fund Class ROGINXC-U.S. Mid Cap - Growth21fund risk1.56%
Franklin Growth Opportunities Fund Class RFKARXC--U.S. All Cap - Growth21fund risk1.37%
Goldman Sachs Technology Opportunities Fund Class AGITAXD--U.S. All Cap - Growth22fund risk1.5%
U.S. Equities - Value     
Columbia Select Large-Cap Value Fund Class RSLVRXB++U.S. All Cap - Value17fund risk1.43%
Goldman Sachs Mid Cap Value Fund Class AGCMAXC++U.S. Mid Cap - Value17fund risk1.14%
Oppenheimer Value Fund Class RCGRNXC++U.S. All Cap - Value20fund risk1.24%
Franklin Small Cap Value Fund Class RFVFRXF++U.S. Small Cap - Value24fund risk1.39%
Invesco Energy Fund Class AIENAXB++U.S. Small Cap - Value36fund risk1.15%
American Funds The Income Fund of America Class R-1RIDAXB++U.S. Mega Cap - Value9fund risk1.39%
Franklin Income Series Class RFISRXB++U.S. Mega Cap - Value10fund risk0.97%
Specialty     
Fidelity Advisor Real Estate Fund Class TFHETXC++U.S. Real Estate17fund risk1.38%
Wells Fargo Precious Metals Fund - Class AEKWAXF--Gold35fund risk1.09%
Global & Intl. Equity     
Wells Fargo Adjustable Rate Government Fund - Class AESAAXC++Japan1fund risk0.74%
Putnam International Capital Opportunities Fund Class RPICRXB++International Small Cap14fund risk1.68%
Wells Fargo International Equity Fund - Class AWFEAXC++International Small Cap14fund risk1.09%
Oppenheimer International Growth Fund Class ROIGNXB-International Large Cap - Growth16fund risk1.44%
Wells Fargo Emerging Markets Equity Fund - Class AEMGAXCEmerging Markets18fund risk1.65%
Goldman Sachs Asia Equity Fund Class AGSAGXFEmerging Markets24fund risk1.72%
Oppenheimer International Bond Fund Class ROIBNXF++International Small Cap7fund risk1.43%
Bonds     
PIMCO Low Duration Fund Class RPLDRXC+U.S. Treasury - TIPS1fund risk1.05%
Delaware Extended Duration Bond Fund Class ADEEAXABond - U.S. Corporate11fund risk0.95%
American Funds American High-Income Trust Class R-1RITAXA++Bond - U.S. High Yield3fund risk1.47%
Oppenheimer Global Strategic Income Class ROSINXC+Bond - Emerging Market5fund risk1.31%
Oppenheimer Core Bond Fund Class ROPBNXC-Bond - Multi Sector5fund risk1.15%
Other     
Nuveen Equity Index Fund Class R3FADSX Other0fund risk0.87%
Nuveen Mid Cap Index Fund Class R3FMCYX Other0fund risk0.98%
Nuveen Small Cap Index Fund Class R3ARSCX Other0fund risk1.07%
JHancock Small Cap Equity ASPVAX Other0fund risk1.26%
Oppenheimer Mid Cap Value Fund Class RQSCNX Other0fund risk1.53%
Oppenheimer Equity Income Fund Class RONEIX Other0fund risk1.36%
Franklin Templeton Money Fund Class RFMRXX Other0fund risk0%
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