Baptist Health South Florida, Inc. 403(B) Employee Retirement 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Neuberger Berman Socially Responsive Fund Institutional Class	NBSLX	B	U.S. All Cap	15	0.69%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
ClearBridge Small Cap Growth Fund Class IS	LMOIX	A--	U.S. Small Cap - Growth	22	0.79%
Wells Fargo Growth Fund - Class Inst	SGRNX	F-	U.S. Mid Cap - Growth	24	0.75%
U.S. Equities - Value
LSV Value Equity Fund	LSVEX	B++	U.S. All Cap - Value	19	0.65%
JPMorgan Small Cap Value Fund Select Class	PSOPX	C++	U.S. Small Cap - Value	27	0.99%
Global & Intl. Equity
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
Legg Mason BW Global Opportunities Bond Fund Class I	GOBIX	C++	International Small Cap	6	0.72%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Administrative Class	PLDAX	C+	U.S. Treasury - TIPS	1	0.71%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Other
INTECH U.S. Managed Volatility Fund II Class I	JRMGX		Other	0	0.61%

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