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Global Forex Trading 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 U.S. Equity Fund Class AJUEAXDU.S. Large Cap16fund risk0.97%
U.S. Equities - Growth     
Franklin Growth Series Class AFKGRXB--U.S. All Cap - Growth17fund risk0.91%
MFS New Discovery Fund Class R3MNDHXA--U.S. Small Cap - Growth19fund risk1.31%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
Victory Sycamore Established Value Fund Class AVETAXC++U.S. Mid Cap - Value19fund risk1.04%
Victory Sycamore Small Company Opportunity Fund Class ASSGSXD++U.S. Small Cap - Value22fund risk1.34%
Global & Intl. Equity     
MFS Research International Fund Class R3MRSHXA-International Large Cap - Growth13fund risk1.18%
Oppenheimer International Growth Fund Class AOIGAXB-International Large Cap - Growth16fund risk1.2%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Pioneer Strategic Income Fund Class APSRAXA+Bond - Emerging Market3fund risk1.02%
JPMorgan Core Bond Fund Class APGBOXB-Bond - Multi Sector3fund risk0.75%
Templeton Global Bond Fund Class ATPINXD-U.S. Treasury - Short / Intermediate3fund risk0.86%
PIMCO Real Return Fund Class APRTNXC+U.S. Treasury - TIPS4fund risk0.85%
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