Log In
/
Sign Up
401(k) Guidance
Management Services
Great Bay Distributors, Inc. 401(k)
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
American Century Strategic Allocation: Moderate Fund A Class
ACOAX
D
U.S. All Cap
10
1.31%
American Century Strategic Allocation: Aggressive Fund A Class
ACVAX
C
U.S. All Cap
12
1.45%
BlackRock Health Sciences Opportunities Portfolio Investor A Shares
SHSAX
D
U.S. Large Cap
14
1.21%
Oppenheimer Main Street Mid Cap Fund Class A
OPMSX
C+
U.S. Mid Cap
15
1.12%
Victory Munder Mid-Cap Core Growth Fund Class A
MGOAX
F+
U.S. Mid Cap
19
1.32%
American Century Strategic Allocation: Conservative Fund A Class
ACCAX
C
U.S. All Cap
7
1.25%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
Oppenheimer Global Fund Class A
OPPAX
A--
U.S. All Cap - Growth
18
1.19%
Oak Ridge Small Cap Growth Fund Class A
ORIGX
C--
U.S. Small Cap - Growth
20
1.4%
Wells Fargo Growth Fund - Class A
SGRAX
F-
U.S. Mid Cap - Growth
24
1.19%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares
VDIGX
C++
U.S. Mega Cap - Value
13
0.31%
MFS Value Fund Class A
MEIAX
C++
U.S. Mega Cap - Value
14
0.92%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
American Beacon Small Cap Value Fund Advisor Class
AASSX
D++
U.S. Small Cap - Value
25
1.31%
Specialty
Invesco Real Estate Fund Class A
IARAX
C++
U.S. Real Estate
17
1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Bonds
PIMCO Total Return Fund Class R
PTRRX
B-
Bond - Multi Sector
3
1.1%
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
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page