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Pathfinder Services 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
BlackRock S&P 500 Index Fund Class K Share
WFSPX
C
U.S. Large Cap
15
0.16%
Vanguard Balanced Index Fund Admiral Shares
VBIAX
C
U.S. All Cap
9
0.09%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
D--
U.S. Large Cap - Growth
21
0.6%
Columbia Acorn Fund Class Y Shares
CRBYX
D-
U.S. Mid Cap - Growth
21
0.7%
BlackRock Small Cap Growth Equity Portfolio Institutional Shares
PSGIX
C--
U.S. Small Cap - Growth
23
0.82%
U.S. Equities - Value
American Century Income and Growth Fund Institutional Class
AMGIX
C++
U.S. Large Cap - Value
15
0.47%
Artisan Mid Cap Value Fund Institutional Class
APHQX
C++
U.S. Mid Cap - Value
18
0.98%
Perkins Small Cap Value Fund Class N
JDSNX
F++
U.S. Small Cap - Value
22
0.58%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
T. Rowe Price Institutional Emerging Markets Equity Fund
IEMFX
F
Emerging Markets
17
1.1%
Bonds
T. Rowe Price Institutional High Yield Fund
TRHYX
B++
Bond - U.S. High Yield
3
0.5%
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