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Minami Tamaki Llp 401K Profit Sharing 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
John Hancock Funds Lifestyle Growth Portfolio Class 1
JILGX
B
U.S. All Cap
12
0.11%
American Funds Capital World Growth and Income Fund Class R-5
RWIFX
C
U.S. Large Cap
14
0.49%
MFS Massachusetts Investors Trust Class R3
MITHX
B
U.S. Large Cap
14
0.72%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1
JILAX
B
U.S. All Cap
15
0.11%
Davis New York Venture Fund Class A
NYVTX
A
U.S. All Cap
17
0.88%
Fidelity Advisor Leveraged Company Stock Fund Class A
FLSAX
B
U.S. All Cap
20
1.1%
John Hancock Funds Lifestyle Conservative Portfolio Class 1
JILCX
B
U.S. All Cap
4
0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1
JILMX
B
U.S. All Cap
6
0.11%
John Hancock Funds Lifestyle Balanced Portfolio Class 1
JILBX
B
U.S. All Cap
9
0.11%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF
VOT
B-
U.S. Mid Cap - Growth
19
0.09%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
John Hancock II Capital Appreciation Fund Class 1
JICPX
F--
U.S. All Cap - Growth
25
0.78%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
T. Rowe Price Equity Income Fund Advisor Class
PAFDX
C++
U.S. All Cap - Value
17
0.94%
Vanguard Mid-Cap Value ETF
VOE
C++
U.S. Mid Cap - Value
18
0.09%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
25
0.37%
John Hancock Variable Insurance Trust Small Cap Value Trust Series I
JESVX
F++
U.S. Mid Cap - Value
31
1.15%
Specialty
John Hancock II Real Estate Securities Fund Class 1
JIREX
B++
U.S. Real Estate
18
0.79%
Global & Intl. Equity
American Funds New World Fund Class R-5
RNWFX
A
Emerging Markets
16
0.7%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
John Hancock II High Yield Fund Class 1
JIHDX
B++
Bond - U.S. High Yield
3
0.76%
Other
John Hancock Funds Natural Resources Fund Class 1
JINRX
Other
0
1.11%
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