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Czarnowski Display Service, Inc. 401(K) 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 - Blend
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
C
U.S. All Cap
11
0.5%
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
C
U.S. All Cap
13
0.5%
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
C
U.S. All Cap
14
0.5%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Columbia Contrarian Core Fund Class A
LCCAX
C
U.S. Large Cap
16
1.14%
Dreyfus Opportunistic Midcap Value Fund Class A
DMCVX
D+
U.S. Mid Cap
17
1.18%
Fidelity Advisor High Income Advantage Fund Class A
FAHDX
A
U.S. All Cap
6
1.02%
T. Rowe Price Retirement Balanced Fund Class R
RRTIX
B
U.S. All Cap
6
0.5%
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
C
U.S. All Cap
7
0.5%
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
C
U.S. All Cap
8
0.5%
Eaton Vance Balanced Fund Class A
EVIFX
C-
U.S. Mega Cap
10
1.14%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class A
FNIAX
C--
U.S. Large Cap - Growth
19
0.94%
Ivy Mid Cap Growth Fund Class A
WMGAX
B-
U.S. Mid Cap - Growth
20
1.34%
U.S. Equities - Value
Columbia Dividend Income Fund Class A
LBSAX
B++
U.S. Mega Cap - Value
13
1.02%
Wells Fargo Special Mid Cap Value Fund - Class A
WFPAX
C++
U.S. Mid Cap - Value
18
1.25%
Gabelli Small Cap Growth Fund Class AAA
GABSX
C++
U.S. Mid Cap - Value
19
1.39%
Global & Intl. Equity
MFS Research International Fund Class R3
MRSHX
A-
International Large Cap - Growth
13
1.18%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Income Fund Class A
PONAX
A+
Bond - Emerging Market
2
0.85%
Fidelity Advisor Government Income Fund Class A
FVIAX
C--
U.S. Treasury - Intermediate / Long
3
0.77%
Prudential Total Return Bond Fund Class A
PDBAX
B-
Bond - Multi Sector
4
0.85%
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