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Cdi Corporation 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
Invesco Small Cap Equity Fund R5 Class
SMEIX
B+
U.S. Small Cap
22
0.88%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
JPMorgan Large Cap Growth Fund Select Class
SEEGX
F--
U.S. All Cap - Growth
23
0.91%
U.S. Equities - Value
Putnam Equity Income Fund Class A
PEYAX
B++
U.S. Large Cap - Value
15
1.02%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Putnam Income Fund Class A
PINCX
D
Bond - U.S. Corporate
3
0.87%
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
BlackRock Inflation Protected Bond Fund Institutional Shares
BPRIX
C+
U.S. Treasury - TIPS
4
0.44%
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