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Matt Construction 401(K) Plan

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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     
Janus Balanced Fund Class NJABNXC-U.S. Mega Cap10fund risk0.58%
Wells Fargo Dow Jones Target 2040 Fund - Class R6WFOSXCU.S. All Cap11fund risk0.42%
Wells Fargo Dow Jones Target 2050 Fund - Class R6WFQFXBU.S. All Cap13fund risk0.41%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Wells Fargo Dow Jones Target Today Fund - Class R6WOTDXDU.S. All Cap6fund risk0.37%
Wells Fargo Dow Jones Target 2020 Fund - Class R6WFOBXCU.S. All Cap6fund risk0.4%
Wells Fargo Dow Jones Target 2010 Fund - Class R6WFOAXDU.S. All Cap6fund risk0.38%
Wells Fargo Dow Jones Target 2030 Fund - Class R6WFOOXCU.S. All Cap9fund risk0.41%
U.S. Equities - Growth     
Baron Small Cap Fund Institutional ClassBSFIXB--U.S. Small Cap - Growth20fund risk1.05%
MainStay Large Cap Growth Fund Class R6MLRSXD--U.S. Large Cap - Growth21fund risk0.62%
Wells Fargo Discovery Fund - Class InstWFDSXF-U.S. Mid Cap - Growth26fund risk0.84%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXC++U.S. Mega Cap - Value14fund risk0.56%
Dreyfus Mid Cap Index Fund Investor SharesPESPXD++U.S. Mid Cap - Value19fund risk0.5%
AllianzGI NFJ Small-Cap Value Fund Institutional ClassPSVIXF++U.S. Mid Cap - Value20fund risk0.77%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6JVMRXD++U.S. Mid Cap - Value20fund risk0.8%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Bonds     
American Century Investments Ginnie Mae Fund Institutional ClassAGMNXCBond - U.S. Mortgages1fund risk0.35%
Templeton Global Bond Fund Class R6FBNRXF-U.S. Treasury - Short / Intermediate4fund risk0.51%
Other     
Dreyfus Intermediate Term Income Fund Class IDITIX Other0fund risk0.58%
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