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401(k) Guidance
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Savings And Supplemental Retirement Plan Of Novant Health, Inc.
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
MM S&P 500 Index Fund Class Service Class
MMIEX
C
U.S. Large Cap
15
0.42%
Baron Growth Fund Retail Shares
BGRFX
F+
U.S. Mid Cap
20
1.3%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
Janus Forty Fund Class S
JARTX
B--
U.S. All Cap - Growth
20
0.91%
Artisan Mid Cap Fund Investor Class
ARTMX
D-
U.S. Mid Cap - Growth
21
1.22%
Franklin Small-Mid Cap Growth Fund Class A
FRSGX
C-
U.S. Mid Cap - Growth
21
0.96%
Columbia Seligman Communications and Information Fund Class A
SLMCX
A--
U.S. All Cap - Growth
24
1.41%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A
AWSHX
D++
U.S. Mega Cap - Value
14
0.6%
Artisan Mid Cap Value Fund Investor Class
ARTQX
C++
U.S. Mid Cap - Value
18
1.2%
Invesco Growth and Income Fund Class A
ACGIX
C++
U.S. All Cap - Value
19
0.81%
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
F++
U.S. Mid Cap - Value
20
1.17%
American Funds The Income Fund of America Class A
AMECX
B++
U.S. Mega Cap - Value
9
0.58%
Specialty
Invesco Real Estate Fund Class A
IARAX
C++
U.S. Real Estate
17
1.25%
Global & Intl. Equity
Thornburg International Value Fund Class R3
TGVRX
A+
Europe
14
1.45%
Invesco Developing Markets Fund Class A
GTDDX
C
Emerging Markets
15
1.38%
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
PIMCO All Asset All Authority Fund Class A
PAUAX
A++
International Small Cap
8
0.63%
Bonds
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
BlackRock Inflation Protected Bond Fund Investor A Shares
BPRAX
C+
U.S. Treasury - TIPS
4
0.76%
Other
Royce Low-Priced Stock Fund Service Class
RYLPX
Other
0
1.49%
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