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The Equinox Holdings, Inc 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     
Putnam RetirementReady 2040 Fund Class YPRZZXDU.S. All Cap10fund risk0.97%
Putnam RetirementReady 2045 Fund Class YPRVYXCU.S. All Cap11fund risk1%
Fidelity Mid Cap IndexFSMDXC+U.S. Mid Cap16fund risk0.04%
Fidelity Small Cap IndexFSSNXC+U.S. Small Cap23fund risk0.05%
JPMorgan U.S. Small Company Fund Institutional ClassJUSSXC+U.S. Small Cap24fund risk0.82%
Putnam RetirementReady 2025 Fund Class YPRRPXCU.S. Large Cap5fund risk0.85%
Putnam RetirementReady 2030 Fund Class YPRRTXCU.S. All Cap7fund risk0.88%
Putnam RetirementReady 2035 Fund Class YPRRYXCU.S. All Cap8fund risk0.92%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth ITBCIXD--U.S. Large Cap - Growth21fund risk0%
Putnam Retirement Income Fund Lifestyle 1 Class YPRMYXC--U.S. All Cap - Growth4fund risk0.74%
U.S. Equities - Value     
Victory Sycamore Established Value Fund Class IVEVIXB++U.S. Mid Cap - Value19fund risk0.67%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
Goldman Sachs International Small Cap Insights Fund Institutional SharesGICIXD++International Small Cap15fund risk0.9%
Fidelity Advisor International Growth Fund I ClassFIIIXB-International Large Cap - Growth15fund risk1.09%
American Funds New World Fund Class R-6RNWGXAEmerging Markets16fund risk0.65%
Bonds     
Putnam Stable Value FundCU.S. Cash / Money Market0fund risk0%
AB Global Bond Fund Advisor ClassANAYXCBond - U.S. Corporate2fund risk0.63%
PIMCO Income Fund Class APONAXA+Bond - Emerging Market2fund risk0.85%
Western Asset Core Bond Fund Class IWATFXB-Bond - Multi Sector4fund risk0.49%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
Other     
Vanguard U.S. Value Fund Investor SharesVUVLX Other0fund risk0.29%
MassMutual Select Mid Cap Growth Eq LMMGLX Other0fund risk1.13%
Putnam RetirementReady 2020 Fund Class YPRRNX Other0fund risk0.81%
Fidelity Real Estate Index Fund Premium ClassFSRVX Other0fund risk0.09%
Fidelity U.S. Bond Index Fund Institutional ClassFXSTX Other0fund risk0.07%
Fidelity 500 Index Fund Institutional ClassFXSIX Other0fund risk0.04%
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