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Tangoe Inc. 401K Profit Sharing Plan & Trust
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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
Ivy Asset Strategy Fund Class Y
WASYX
B
U.S. All Cap
11
0.96%
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%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Prudential Jennison Natural Resources Fund Class A
PGNAX
A+
U.S. Small Cap
27
1.17%
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%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
Goldman Sachs Growth Opportunities Fund Class A
GGOAX
D-
U.S. Mid Cap - Growth
20
1.35%
MainStay Large Cap Growth Fund Investor Class
MLINX
D--
U.S. Large Cap - Growth
21
1.08%
U.S. Equities - Value
Invesco Equity and Income Fund Class R
ACESX
C++
U.S. All Cap - Value
13
1.03%
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Victory Sycamore Established Value Fund Class A
VETAX
C++
U.S. Mid Cap - Value
19
1.04%
Goldman Sachs Small Cap Value Fund Class A
GSSMX
F++
U.S. Small Cap - Value
25
1.38%
Specialty
Vanguard REIT Index Fund Investor Shares
VGSIX
B++
U.S. Real Estate
18
0.24%
Global & Intl. Equity
Thornburg International Value Fund Class R4
THVRX
A+
Europe
14
1.25%
Virtus Emerging Markets Opportunities Fund Class A
HEMZX
D
Emerging Markets
16
1.58%
Bonds
Delaware Diversified Income Fund Class A
DPDFX
B-
Bond - Multi Sector
3
0.9%
BlackRock Inflation Protected Bond Fund Investor A Shares
BPRAX
C+
U.S. Treasury - TIPS
4
0.76%
Other
Ivy Global Income Allocation Fund Class Y
IVBYX
Other
0
1.17%
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