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National Home Health Care Corp. Savings And Stock Investment Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
JPMorgan U.S. Equity Fund Class AJUEAXDU.S. Large Cap16fund risk0.97%
Neuberger Berman Genesis Fund Trust ClassNBGEXF+U.S. Mid Cap18fund risk1.1%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth19fund risk0.66%
Nuveen Mid Cap Growth Opportunities Fund Class AFRSLXD-U.S. Mid Cap - Growth22fund risk1.29%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
Artisan Mid Cap Value Fund Investor ClassARTQXC++U.S. Mid Cap - Value18fund risk1.2%
Delaware Small Cap Value Fund Class ADEVLXC++U.S. Small Cap - Value25fund risk1.25%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth16fund risk1.14%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
BlackRock Strategic Income Opportunities Portfolio Institutional SharesBSIIXB++Bond - U.S. High Yield2fund risk0.65%
American Funds Capital World Bond Fund Class R-3RCWCXD+Bond - Emerging Market3fund risk1.21%
Prudential High-Yield Fund Class ZPHYZXA++Bond - U.S. High Yield4fund risk0.58%
Delaware Corporate Bond Fund Class ADGCAXBBond - U.S. Corporate5fund risk0.93%
Other     
John Hancock Funds Lifestyle Balanced Portfolio Class R3JRLBX Other0fund risk0.77%
John Hancock Funds Lifestyle Growth Portfolio Class R3JRLGX Other0fund risk0.79%
PIMCO High Yield Fund Class DPHYDX Other0fund risk0.9%
John Hancock Funds Lifestyle Conservative Portfolio Class R3JRLCX Other0fund risk0.75%
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