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National Home Health Care Corp. Savings And Stock Investment 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
JPMorgan U.S. Equity Fund Class A
JUEAX
D
U.S. Large Cap
16
0.97%
Neuberger Berman Genesis Fund Trust Class
NBGEX
F+
U.S. Mid Cap
18
1.1%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Nuveen Mid Cap Growth Opportunities Fund Class A
FRSLX
D-
U.S. Mid Cap - Growth
22
1.29%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Artisan Mid Cap Value Fund Investor Class
ARTQX
C++
U.S. Mid Cap - Value
18
1.2%
Delaware Small Cap Value Fund Class A
DEVLX
C++
U.S. Small Cap - Value
25
1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
B++
Bond - U.S. High Yield
2
0.65%
American Funds Capital World Bond Fund Class R-3
RCWCX
D+
Bond - Emerging Market
3
1.21%
Prudential High-Yield Fund Class Z
PHYZX
A++
Bond - U.S. High Yield
4
0.58%
Delaware Corporate Bond Fund Class A
DGCAX
B
Bond - U.S. Corporate
5
0.93%
Other
John Hancock Funds Lifestyle Balanced Portfolio Class R3
JRLBX
Other
0
0.77%
John Hancock Funds Lifestyle Growth Portfolio Class R3
JRLGX
Other
0
0.79%
PIMCO High Yield Fund Class D
PHYDX
Other
0
0.9%
John Hancock Funds Lifestyle Conservative Portfolio Class R3
JRLCX
Other
0
0.75%
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