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401k, 403b plan

Envoy Air, Inc. 401(K)

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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     
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXCU.S. All Cap11fund risk0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXCU.S. All Cap13fund risk0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXCU.S. All Cap14fund risk0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXCU.S. All Cap14fund risk1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXCU.S. All Cap14fund risk0.04%
JPMorgan Equity Index Fund Class AOGEAXCU.S. Large Cap15fund risk0.45%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXCU.S. All Cap5fund risk0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXCU.S. All Cap6fund risk0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXCU.S. All Cap8fund risk0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXCU.S. All Cap9fund risk0.04%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXC-U.S. Mid Cap - Growth20fund risk0.8%
JPMorgan Large Cap Growth Fund Class R6JLGMXF--U.S. All Cap - Growth23fund risk0.67%
U.S. Equities - Value     
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. All Cap - Value16fund risk0.8%
American Beacon Large Cap Value Fund Class InstitutionalAADEXB++U.S. All Cap - Value18fund risk0.58%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXD++U.S. Small Cap - Value25fund risk0.82%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXD++International Small Cap14fund risk0.12%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Bonds     
Invesco stable Value-IIICU.S. Cash / Money Market0fund risk0%
Wilmington Core Bond Class I1B-Bond - Multi Sector3fund risk1.1%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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