ATP Electronics

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
T. Rowe Price Retirement 2045 Fund Class R	RRTRX	C	U.S. All Cap	14	0.5%
T. Rowe Price Retirement 2050 Fund Class R	RRTFX	C	U.S. All Cap	14	0.5%
T. Rowe Price Retirement 2055 Fund Class R	RRTVX	C	U.S. All Cap	14	0.5%
Oppenheimer Main Street Mid Cap Fund Class R	OPMNX	C+	U.S. Mid Cap	15	1.39%
U.S. Equities - Growth
AB Global Thematic Growth Fund Class A	ALTFX	A-	U.S. Mid Cap - Growth	16	1.5%
AB Growth Fund Class A	AGRFX	C--	U.S. All Cap - Growth	18	1.44%
Oppenheimer Capital Appreciation Fund Class R	OTCNX	C--	U.S. All Cap - Growth	21	1.37%
AB Discovery Growth Fund Class A	CHCLX	F-	U.S. Mid Cap - Growth	24	1.12%
AB Small Cap Growth Portfolio Class A	QUASX	C--	U.S. Small Cap - Growth	24	1.34%
U.S. Equities - Value
AB Equity Income Fund Class A	AUIAX	B++	U.S. Mega Cap - Value	14	1.07%
AB Growth and Income Fund Class A	CABDX	A++	U.S. All Cap - Value	15	1.08%
Specialty
AB Global Real Estate Investment Fund Class A	AREAX	B++	U.S. Real Estate	15	1.4%
American Century Global Gold Fund A Class	ACGGX	D--	Gold	34	0.92%
Global & Intl. Equity
MFS Research International Fund Class R2	MRSRX	B-	International Large Cap	13	1.43%
AB International Growth Fund Class A	AWPAX	B-	International Large Cap - Growth	15	1.37%
American Funds EuroPacific Growth Fund Class R-2	RERBX	A-	International Large Cap - Growth	16	1.57%
American Funds New World Fund Class R-2	RNWBX	A	Emerging Markets	16	1.78%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
AB Intermediate Bond Portfolio Class A	ABQUX	B-	Bond - Multi Sector	3	0.89%
MainStay High Yield Corporate Bond Fund Class A	MHCAX	B++	Bond - U.S. High Yield	3	1.01%
Other
Oppenheimer Commodity Strategy Total Return Fund Class R	QRANX		Other	0	1.7%
AB Government Exchange Reserves Class A	AEAXX		Other	0	0%

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