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Culp, Inc. Employees Retirement Builder 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
MFS Growth Allocation Fund Class A
MAGWX
B
U.S. All Cap
11
0.34%
MFS Aggressive Growth Allocation Fund Class A
MAAGX
C
U.S. All Cap
13
0.37%
MFS Core Equity Fund Class A
MRGAX
C
U.S. Large Cap
15
1.1%
Prudential Jennison Small Company Fund Class A
PGOAX
A+
U.S. Mid Cap
20
1.15%
MFS Conservative Allocation Fund Class A
MACFX
C
U.S. All Cap
6
0.32%
MFS Moderate Allocation Fund Class A
MAMAX
C
U.S. All Cap
8
0.33%
U.S. Equities - Growth
Franklin DynaTech Fund Class A
FKDNX
F-
U.S. Mid Cap - Growth
26
0.94%
Lord Abbett Bond-Debenture Fund Class R3
LBNRX
A-
U.S. Mid Cap - Growth
4
1.11%
U.S. Equities - Value
MFS Value Fund Class A
MEIAX
C++
U.S. Mega Cap - Value
14
0.92%
American Century Mid Cap Value Fund A Class
ACLAX
D++
U.S. All Cap - Value
16
1.25%
MFS Total Return Fund Class A
MSFRX
B++
U.S. Mega Cap - Value
9
0.75%
Specialty
Deutsche Real Estate Securities Fund Class A
RRRAX
B++
U.S. Real Estate
18
0.96%
Global & Intl. Equity
MFS International Diversification Fund Class B
MDIFX
B-
International Large Cap - Growth
13
1.1%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Pioneer Bond Fund Class A
PIOBX
B
Bond - U.S. Corporate
3
0.85%
MFS Corporate Bond Fund Class R3
MFBHX
C
Bond - U.S. Corporate
4
0.82%
Other
Culp, Inc.
CFI
Other
0
0%
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