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Deluxe Corporation 401(K) And 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
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Dana Small Cap Equity Fund Institutional Class
DSCIX
A+
U.S. Small Cap
21
0%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class I
MLAIX
D--
U.S. Large Cap - Growth
21
0.77%
Ivy Small Cap Growth Fund Class Institutional
IYSIX
B--
U.S. Small Cap - Growth
23
1.06%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I
OAKBX
A++
U.S. All Cap - Value
13
0.77%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
Global & Intl. Equity
MFS International Value Fund Class R4
MINHX
C-
International Large Cap - Growth
13
0.83%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
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