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Viawest, Inc. 401(K) 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
Principal LargeCap S&P 500 Index Fund Institutional Class
PLFIX
C
U.S. Large Cap
15
0.16%
Victory Munder Mid-Cap Core Growth Fund Class R6
MGOSX
F+
U.S. Mid Cap
19
0.89%
American Funds American Balanced Fund Class R-4
RLBEX
C
U.S. Large Cap
9
0.65%
U.S. Equities - Growth
Principal LargeCap Growth Fund I Institutional Class
PLGIX
B--
U.S. All Cap - Growth
19
0.61%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
U.S. Equities - Value
MFS Value Fund Class R3
MEIHX
C++
U.S. Mega Cap - Value
14
0.91%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
Principal MidCap S&P 400 Index Fund Institutional Class
MPSIX
D++
U.S. Mid Cap - Value
19
0.21%
Principal SmallCap S&P 600 Index Fund Institutional Class
PSSIX
B++
U.S. Small Cap - Value
23
0.21%
Undiscovered Managers Behavioral Value Fund Class R6
UBVFX
B++
U.S. Small Cap - Value
28
0.79%
Specialty
Principal Real Estate Securities Fund Institutional Class
PIREX
C++
U.S. Real Estate
18
0.88%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
Principal Core Plus Bond Fund Institutional Class
PMSIX
C
Bond - U.S. Corporate
3
0.52%
Templeton Global Bond Fund Class R6
FBNRX
F-
U.S. Treasury - Short / Intermediate
4
0.51%
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