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Cardiovascular Systems Inc 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
Calamos Growth & Income Fund Class A
CVTRX
D
U.S. All Cap
15
1.09%
Invesco S&P 500 Index Fund Class A
SPIAX
C
U.S. Large Cap
15
0.62%
U.S. Equities - Growth
Oppenheimer Global Fund Class A
OPPAX
A--
U.S. All Cap - Growth
18
1.19%
Oak Ridge Small Cap Growth Fund Class A
ORIGX
C--
U.S. Small Cap - Growth
20
1.4%
MainStay Large Cap Growth Fund Class R2
MLRTX
D--
U.S. Large Cap - Growth
21
1.12%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A
MACGX
F-
U.S. Mid Cap - Growth
34
0.95%
U.S. Equities - Value
Invesco Comstock Fund Class A
ACSTX
B++
U.S. All Cap - Value
20
0.81%
Invesco Small Cap Value Fund Class A
VSCAX
A++
U.S. Mid Cap - Value
28
1.11%
Specialty
Wells Fargo Precious Metals Fund - Class A
EKWAX
F--
Gold
35
1.09%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Aberdeen International Equity Fund Class A
GIGAX
D
Emerging Markets
17
1.33%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Century Government Bond Fund Class A
ABTAX
C-
Bond - Multi Sector
2
0.72%
Invesco Corporate Bond Fund Class A
ACCBX
B
Bond - U.S. Corporate
4
0.92%
Other
Invesco Balanced-Risk Retirement 2020 Fund Class A
AFTAX
Other
0
0.25%
Invesco Balanced-Risk Retirement 2030 Fund Class A
TNAAX
Other
0
0.25%
Invesco Balanced-Risk Retirement 2050 Fund Class A
TNEAX
Other
0
0.25%
Invesco Balanced-Risk Retirement Now Fund Class A
IANAX
Other
0
0.25%
Invesco Balanced-Risk Retirement 2040 Fund Class A
TNDAX
Other
0
0.25%
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