Accellion, Inc. 401(K) Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	C	U.S. All Cap	14	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	15	0.37%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	C	U.S. All Cap	5	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	C	U.S. All Cap	6	0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	8	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	9	0.04%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Investor Shares	VMGIX	B-	U.S. Mid Cap - Growth	19	0.24%
U.S. Equities - Value
Invesco Comstock Fund R5 Class	ACSHX	B++	U.S. All Cap - Value	20	0.49%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds U.S. Government Securities Fund Class R-6	RGVGX	C-	Bond - Multi Sector	2	0.26%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	3	0.75%
Wells Fargo Core Bond Fund - Class Inst	MBFIX	C-	Bond - Multi Sector	3	0.42%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
Other
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information