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Eastern Warehouse Distributors 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
Transamerica Asset Allocation Moderate Growth Portfolio Class R
IMGRX
C
U.S. All Cap
11
0.77%
Vanguard LifeStrategy Growth Fund Investor Shares
VASGX
C
U.S. All Cap
11
0.17%
Transamerica Asset Allocation Growth Portfolio Class R
IGWRX
C
U.S. All Cap
15
0.84%
Oppenheimer Main Street Mid Cap Fund Class R
OPMNX
C+
U.S. Mid Cap
15
1.39%
American Funds AMCAP Fund Class R-1
RAFAX
D
U.S. Large Cap
15
1.47%
Wells Fargo Common Stock Fund - Class R6
SCSRX
D+
U.S. Mid Cap
19
0.81%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
C
U.S. All Cap
6
0.15%
Transamerica Asset Allocation Conservative Portfolio Class R
ICVRX
C
U.S. All Cap
6
0.81%
Transamerica Asset Allocation Moderate Portfolio Class R
IMDRX
C
U.S. All Cap
8
0.76%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
C
U.S. All Cap
9
0.16%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-1
RNPAX
A--
U.S. All Cap - Growth
17
1.56%
Oppenheimer Global Fund Class R
OGLNX
A--
U.S. All Cap - Growth
18
1.47%
American Funds The Growth Fund of America Class R-1
RGAAX
C--
U.S. All Cap - Growth
18
1.44%
Oppenheimer Capital Appreciation Fund Class R
OTCNX
C--
U.S. All Cap - Growth
21
1.37%
Vanguard LifeStrategy Income Fund Investor Shares
VASIX
C--
U.S. All Cap - Growth
4
0.13%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class L
MSHLX
F-
U.S. Mid Cap - Growth
33
1.6%
U.S. Equities - Value
Franklin Mutual Shares Fund Class R
TESRX
B++
U.S. All Cap - Value
15
1.29%
BlackRock Equity Dividend Fund R Shares
MRDVX
D++
U.S. All Cap - Value
16
1.28%
Victory Sycamore Established Value Fund Class R
GETGX
C++
U.S. Mid Cap - Value
19
1.22%
State Steet Russell Small Cap Value Index Ret Opt
C++
U.S. Small Cap - Value
26
0.25%
Specialty
Nuveen Real Estate Securities Fund Class R6
FREGX
C++
U.S. Real Estate
17
0.88%
Global & Intl. Equity
Templeton Foreign Fund Class R
TEFRX
D++
International Small Cap
15
1.44%
Bonds
Transamerica Stable Value Option
C
U.S. Cash / Money Market
0
0%
Loomis Sayles Investment Grade Bond Fund Class Y
LSIIX
B
Bond - U.S. Corporate
2
0.58%
Pioneer Bond Fund Class R
PBFRX
B
Bond - U.S. Corporate
3
1.25%
Templeton Global Bond Fund Class R
FGBRX
D-
U.S. Treasury - Short / Intermediate
3
1.11%
Other
Transamerica Partners Core Bond Fund
DVGCX
Other
0
0.39%
Transamerica Partners High Yield Bond Fund
DVHYX
Other
0
0.59%
Transamerica Partners Stock Index Fund
DSKIX
Other
0
0.65%
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