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Berliner and Associates Architecture, Inc. 401k Plan
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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 - Growth
American Funds New Perspective Fund Class R-3
RNPCX
A--
U.S. All Cap - Growth
17
1.11%
American Funds The Growth Fund of America Class R-3
RGACX
B--
U.S. All Cap - Growth
18
0.98%
Global & Intl. Equity
Invesco European Growth Fund Class A
AEDAX
B+
Europe
14
1.39%
Bonds
Goldman Sachs Government Income Fund Class A Shares
GSGOX
C-
Bond - Multi Sector
3
0.92%
Pioneer Strategic Income Fund Class A
PSRAX
A+
Bond - Emerging Market
3
1.02%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
Hartford Total Return Bond HLS Fund Class IB
HBNBX
D
Bond - U.S. Corporate
5
0.75%
Other
Hartford Growth Opportunities HLS Fund Class IB
HBGOX
Other
0
0.9%
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