Gai Consultants, Inc. 401(K) Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
TR Mid Cap Grw Shs -I-	RPTIX	F+	U.S. Mid Cap	17	0%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
Federated MDT Small Cap Growth Fund Institutional Shares	QISGX	B--	U.S. Small Cap - Growth	24	1.5%
U.S. Equities - Value
T. Rowe Price Mid-Cap Value I	TRMIX	D++	U.S. Mid Cap - Value	19	0%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
MFS International Value Fund Class R6	MINJX	C-	International Large Cap - Growth	13	0.74%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Vanguard GNMA Fund Admiral Shares	VFIJX	C	Bond - U.S. Mortgages	2	0.11%
MFS Total Return Bond Fund Class R6	MRBKX	C	Bond - U.S. Corporate	3	0.55%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Federated Institutional High Yield Bond Fund Institutional Shares	FIHBX	C++	Bond - U.S. High Yield	4	0.49%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information