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Lapine Group Inc.
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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
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
iShares Core S&P 500 ETF
IVV
C
U.S. Large Cap
15
0.07%
Victory Munder Mid-Cap Core Growth Fund Class A
MGOAX
F+
U.S. Mid Cap
19
1.32%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class R2
MLRTX
D--
U.S. Large Cap - Growth
21
1.12%
Buffalo Small Cap Fund
BUFSX
A--
U.S. Small Cap - Growth
25
1%
U.S. Equities - Value
BlackRock Equity Dividend Fund Service Shares
MSDVX
D++
U.S. All Cap - Value
16
1.01%
Goldman Sachs Mid Cap Value Fund Service Class
GSMSX
C++
U.S. Mid Cap - Value
17
1.24%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
F++
U.S. Mid Cap - Value
20
1.17%
Specialty
Virtus Real Estate Securities Fund Class A
PHRAX
B++
U.S. Real Estate
19
1.4%
Bonds
Federated Institutional Prime Obligations Fund Service Shares
PRSXX
C
U.S. Cash / Money Market
0
0%
Eaton Vance Floating - Rate Fund Class A
EVBLX
A++
Bond - U.S. High Yield
2
0.99%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
Columbia Strategic Income Fund Class A
COSIX
F
U.S. Cash / Money Market
300
1.03%
American Century Inflation Adjusted Bond Fund Institutional Class
AIANX
C+
U.S. Treasury - TIPS
4
0.27%
AllianzGI High Yield Bond Fund Administrative Class
AYBVX
B++
Bond - U.S. High Yield
4
0.9%
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