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Mcleod Regional Medical Center 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
T. Rowe Price Retirement 2030 Fund
TRRCX
C
U.S. All Cap
11
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
C
U.S. All Cap
12
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
C
U.S. All Cap
13
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
C
U.S. All Cap
14
0.76%
Vanguard Global Equity Fund Investor Shares
VHGEX
C
U.S. All Cap
15
0.61%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Davis New York Venture Fund Class Y
DNVYX
A
U.S. All Cap
17
0.64%
Vanguard Capital Opportunity Fund Admiral Shares
VHCAX
B
U.S. All Cap
18
0.41%
Victory Munder Mid-Cap Core Growth Fund Class R6
MGOSX
F+
U.S. Mid Cap
19
0.89%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
7
0.61%
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
7
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
8
0.69%
American Funds American Balanced Fund Class R-5
RLBFX
B
U.S. Large Cap
9
0.34%
American Funds American Balanced Fund Class R-6
RLBGX
B
U.S. Large Cap
9
0.29%
T. Rowe Price Retirement 2025 Fund
TRRHX
C
U.S. All Cap
10
0.72%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
U.S. Equities - Value
T. Rowe Price Institutional Large Cap Value Fund
TILCX
C++
U.S. All Cap - Value
17
0.58%
Cambiar Small Cap Institutional Class
CAMZX
B++
U.S. Small Cap - Value
18
1.05%
Vanguard Selected Value Fund Investor Shares
VASVX
F++
U.S. Mid Cap - Value
23
0.43%
Global & Intl. Equity
Harbor International Fund Institutional Class
HAINX
A-
International Large Cap
15
0.74%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Other
Voya Global Real Estate Fund Class I
IGLIX
Other
0
0.97%
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