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Lancope, 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
John Hancock Funds Lifestyle Growth Portfolio Class 1
JILGX
B
U.S. All Cap
12
0.11%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1
JILAX
B
U.S. All Cap
15
0.11%
John Hancock Variable Insurance Trust 500 Index Trust B Series I
JFIVX
D
U.S. Large Cap
16
0.73%
ClearBridge Aggressive Growth Fund Class I
SAGYX
D
U.S. All Cap
18
0.87%
Royce Opportunity Fund Investment Class
RYPNX
A+
U.S. Small Cap
25
1.16%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I
JESIX
F+
U.S. Small Cap
27
0.54%
John Hancock Funds Lifestyle Conservative Portfolio Class 1
JILCX
B
U.S. All Cap
4
0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1
JILMX
B
U.S. All Cap
6
0.11%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1
JRHOX
C
U.S. All Cap
8
0.33%
John Hancock Funds Lifestyle Balanced Portfolio Class 1
JILBX
B
U.S. All Cap
9
0.11%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class A
FNIAX
C--
U.S. Large Cap - Growth
19
0.94%
John Hancock Variable Insurance Trust Small Cap Growth Trust Series I
JESGX
F--
U.S. Small Cap - Growth
29
1.15%
U.S. Equities - Value
AMG Managers Fairpointe Mid Cap Fund Class I
ABMIX
A++
U.S. Mid Cap - Value
17
0.86%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
T. Rowe Price Small-Cap Value Fund Advisor Class
PASVX
B++
U.S. Small Cap - Value
20
1.09%
Specialty
John Hancock II Real Estate Securities Fund Class 1
JIREX
B++
U.S. Real Estate
18
0.79%
Global & Intl. Equity
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A
Emerging Markets
15
0.57%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
DFA International Value Portfolio Institutional Class
DFIVX
A
International Large Cap - Value
18
0.43%
Oppenheimer International Bond Fund Class Y
OIBYX
F++
International Small Cap
7
0.74%
PIMCO All Asset Fund Administrative Class
PAALX
A++
International Small Cap
8
0.32%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
C+
U.S. Treasury - TIPS
4
0.12%
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