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Stress Engineering Services, Inc. Employees 401K 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
American Funds 2035 Target Date Retirement Fund Class A
AAFTX
C
U.S. All Cap
11
0.36%
American Funds 2040 Target Date Retirement Fund Class A
AAGTX
C
U.S. All Cap
12
0.36%
American Funds 2045 Target Date Retirement Fund Class A
AAHTX
C
U.S. All Cap
13
0.36%
American Funds 2050 Target Date Retirement Fund Class A
AALTX
C
U.S. All Cap
13
0.37%
American Funds Capital World Growth and Income Fund Class A
CWGIX
C
U.S. Large Cap
13
0.8%
Amana Mutual Funds Trust Income Fund Investor
AMANX
D
U.S. All Cap
14
1.14%
American Funds Fundamental Investors Class A
ANCFX
C
U.S. Large Cap
15
0.63%
Amana Mutual Funds Trust Growth Fund Investor
AMAGX
D-
U.S. Mega Cap
18
1.09%
Prudential Jennison Small Company Fund Class A
PGOAX
A+
U.S. Mid Cap
20
1.15%
Prudential Jennison Natural Resources Fund Class A
PGNAX
A+
U.S. Small Cap
27
1.17%
American Funds 2010 Target Date Retirement Fund Class A
AAATX
C
U.S. All Cap
6
0.38%
American Funds 2015 Target Date Retirement Fund Class A
AABTX
C
U.S. All Cap
6
0.36%
American Funds 2020 Target Date Retirement Fund Class A
AACTX
C
U.S. All Cap
6
0.37%
American Funds 2025 Target Date Retirement Fund Class A
AADTX
C
U.S. Large Cap
8
0.36%
American Funds 2030 Target Date Retirement Fund Class A
AAETX
C
U.S. Large Cap
9
0.36%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A
AWSHX
D++
U.S. Mega Cap - Value
14
0.6%
Goldman Sachs Mid Cap Value Fund Class A
GCMAX
C++
U.S. Mid Cap - Value
17
1.14%
Specialty
Prudential Jennison Utility Fund Class A
PRUAX
F++
U.S. Real Estate
14
0.85%
Global & Intl. Equity
Oppenheimer International Small-Mid Company Fund Class A
OSMAX
A-
International Large Cap - Growth
14
1.24%
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Funds Capital World Bond Fund Class A
CWBFX
D+
Bond - Emerging Market
4
0.91%
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