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Maverix Biomics Inc.
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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
American Century Investments One Choice 2045 Portfolio A Class
AROAX
C
U.S. All Cap
11
0.45%
American Century Investments One Choice 2050 Portfolio A Class
ARFMX
C
U.S. All Cap
11
0.45%
American Century Investments One Choice 2055 Portfolio A Class
AREMX
C
U.S. All Cap
12
0.45%
Oppenheimer Main Street Mid Cap Fund Class A
OPMSX
C+
U.S. Mid Cap
15
1.12%
SSgA S&P 500 Index Securities Lending Series Fund - Class IX
C
U.S. Large Cap
15
0.17%
Principal MidCap Fund R-3 Class
PMBMX
D+
U.S. Mid Cap
16
1.17%
Janus Enterprise Fund Class S
JGRTX
F+
U.S. Mid Cap
16
1.17%
JPMorgan U.S. Equity Fund Class A
JUEAX
D
U.S. Large Cap
16
0.97%
American Century Investments One Choice In Retirement Portfolio A Class
ARTAX
C
U.S. All Cap
6
0.45%
American Century Investments One Choice 2025 Portfolio A Class
ARWAX
C
U.S. All Cap
7
0.45%
American Century Investments One Choice 2030 Portfolio A Class
ARCMX
C
U.S. All Cap
8
0.46%
JPMorgan Investor Balanced Fund Class A
OGIAX
C
U.S. All Cap
8
0.41%
American Century Investments One Choice 2035 Portfolio A Class
ARYAX
C
U.S. All Cap
9
0.45%
American Century Investments One Choice 2040 Portfolio A Class
ARDMX
C
U.S. All Cap
10
0.45%
U.S. Equities - Growth
Janus Triton Fund Class S
JGMIX
B--
U.S. Small Cap - Growth
19
1.18%
Alger Capital Appreciation Institutional Fund Class I
ALARX
D--
U.S. All Cap - Growth
21
1.19%
U.S. Equities - Value
SSgA S&P MidCap Index Non Lending Series Fund - Class J
D++
U.S. Mid Cap - Value
19
0.25%
Invesco Comstock Fund Class A
ACSTX
B++
U.S. All Cap - Value
20
0.81%
Victory Sycamore Small Company Opportunity Fund Class A
SSGSX
D++
U.S. Small Cap - Value
22
1.34%
The Delafield Fund
DEFIX
B++
U.S. Small Cap - Value
23
1.2%
Specialty
Fidelity Advisor Real Estate Fund Class T
FHETX
C++
U.S. Real Estate
17
1.38%
Global & Intl. Equity
AllianzGI NFJ International Value Fund Class A
AFJAX
A
Emerging Markets
13
1.24%
SSgA International Index Securities Lending Series Fund - Class VIII
B-
International Large Cap
15
0.34%
Legg Mason BW Global Opportunities Bond Fund Class A
GOBAX
D++
International Small Cap
7
0.95%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Ivy High Income Fund Class A
WHIAX
A++
Bond - U.S. High Yield
4
0.93%
PIMCO Investment Grade Corporate Bond Fund Class A
PBDAX
A-
Bond - Multi Sector
4
0.9%
Other
American Century One Choice 2015 Portfolio A Class
ARFAX
Other
0
0.45%
American Century Investments One Choice 2020 Portfolio A Class
ARBMX
Other
0
0.45%
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