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Foxworth Galbraith Companies 401(K) Savings 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
Janus Balanced Fund Class N
JABNX
C-
U.S. Mega Cap
10
0.58%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
JPMorgan U.S. Equity Fund Class R6
JUEMX
D
U.S. Large Cap
16
0.54%
Davis New York Venture Fund Class A
NYVTX
A
U.S. All Cap
17
0.88%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Value
Invesco Comstock Fund R5 Class
ACSHX
B++
U.S. All Cap - Value
20
0.49%
Global & Intl. Equity
Fidelity Advisor Diversified International Fund I Class
FDVIX
B-
International Large Cap - Growth
14
0.97%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
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