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Harmonic Inc., 401(k)
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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
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Neuberger Berman Genesis Fund Investor Class
NBGNX
F+
U.S. Mid Cap
18
1.02%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
AMG TimesSquare Mid Cap Growth Fund Class S
TMDPX
B-
U.S. Mid Cap - Growth
18
1.24%
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
A--
U.S. Large Cap - Growth
20
0.56%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
Harbor Capital Appreciation Fund Institutional Class
HACAX
F--
U.S. All Cap - Growth
25
0.65%
Lord Abbett Developing Growth Fund Class I
LADYX
F--
U.S. Small Cap - Growth
30
0.76%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Columbia Mid Cap Value Fund Class Z
NAMAX
C++
U.S. Mid Cap - Value
19
0.92%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
25
0.37%
Global & Intl. Equity
Templeton Institutional Fund International Equity Series Primary Shares
TFEQX
A-
International Large Cap
16
0.79%
William Blair International Growth Fund Class N
WBIGX
A-
International Large Cap - Growth
16
1.44%
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
8
0.07%
Bonds
Galliard Retirement Income Fund
C
U.S. Cash / Money Market
0
0%
American Century Government Bond Fund Investor Class
CPTNX
C-
Bond - Multi Sector
2
0.47%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
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