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Iasis Healthcare, Llc 401(K) Retirement 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 T
JABAX
C-
U.S. Mega Cap
10
0.83%
Wells Fargo Index Fund - Class Admin
WFIOX
C
U.S. Large Cap
15
0.25%
Victory Diversified Stock Fund Class A
SRVEX
D
U.S. All Cap
17
1.08%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4
RGAEX
B--
U.S. All Cap - Growth
18
0.68%
Baron Small Cap Fund Retail Class
BSCFX
B--
U.S. Small Cap - Growth
20
1.31%
Wells Fargo Emerging Growth Fund - Class Admin
WFGDX
B--
U.S. Small Cap - Growth
25
1.2%
U.S. Equities - Value
Invesco Comstock Fund Class A
ACSTX
B++
U.S. All Cap - Value
20
0.81%
Global & Intl. Equity
Janus Overseas Fund Class S
JIGRX
B++
International Small Cap
15
0.93%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Other
Wells Fargo Small Cap Value Fund - Class Inst
WFSVX
Other
0
0.9%
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