Kennedy Capital Management, Inc. 401(K)

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Janus Balanced Fund Class S	JABRX	C-	U.S. Mega Cap	10	1.08%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
Lord Abbett Developing Growth Fund Class A	LAGWX	F--	U.S. Small Cap - Growth	30	1.11%
U.S. Equities - Value
Putnam Equity Income Fund Class Y	PEIYX	B++	U.S. Large Cap - Value	15	0.77%
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
Victory Sycamore Small Company Opportunity Fund Class A	SSGSX	D++	U.S. Small Cap - Value	22	1.34%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	C++	U.S. Real Estate	17	1%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
PIMCO All Asset Fund Institutional Class	PAAIX	A++	International Small Cap	8	0.07%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Prudential High-Yield Fund Class A	PBHAX	B++	Bond - U.S. High Yield	4	0.83%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
Prudential Total Return Bond Fund Class Z	PDBZX	B-	Bond - Multi Sector	4	0.6%
Other
Investors Cash Trust Treasury Portfolio Deutsche U.S. Treasury Money Fund Class S	IUSXX		Other	0	0%
PIMCO RealPath Income Fund Institutional Class	PRIEX		Other	0	0.15%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information