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Global Imaging Systems 401K 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
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
JPMorgan U.S. Equity Fund Select Class
JUESX
D
U.S. Large Cap
16
0.79%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
U.S. Equities - Growth
Wells Fargo Large Cap Growth Fund - Class Admin
STDFX
F--
U.S. All Cap - Growth
20
0.95%
Prudential Jennison Mid Cap Growth Fund Class Z
PEGZX
D-
U.S. Mid Cap - Growth
22
0.77%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I
OAKBX
A++
U.S. All Cap - Value
13
0.77%
MFS Value Fund Class R4
MEIJX
C++
U.S. Mega Cap - Value
14
0.67%
Franklin Mutual Global Discovery Fund Class Z
MDISX
B++
U.S. All Cap - Value
15
0.98%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares
SMVTX
B++
U.S. Large Cap - Value
16
1.09%
Perkins Small Cap Value Fund Class A
JDSAX
F++
U.S. Small Cap - Value
22
1.05%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Other
Fidelity Investments Money Market Funds Treasury Only Portfolio Class I
FSIXX
Other
0
0%
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