Monetate Inc. 401(k)

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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Dividend Growth Fund	PRDGX	C	U.S. Large Cap	13	0.66%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Equity Index 500 Fund	PREIX	C	U.S. Large Cap	15	0.28%
Calvert U.S. Large Cap Core Responsible Index Fund Class A	CSXAX	D	U.S. Large Cap	16	0.75%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund	PRDSX	D--	U.S. Small Cap - Growth	20	0.82%
T. Rowe Price Extended Equity Market Index Fund	PEXMX	A--	U.S. Small Cap - Growth	20	0.4%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
T. Rowe Price Global Technology Fund	PRGTX	B-	U.S. Mid Cap - Growth	29	0.95%
U.S. Equities - Value
American Century Mid Cap Value Fund Investor Class	ACMVX	D++	U.S. All Cap - Value	17	1%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
T. Rowe Price Spectrum Income Fund	RPSIX	B++	U.S. Large Cap - Value	3	0.69%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
T. Rowe Price International Growth & Income Fund	TRIGX	A	International Large Cap - Value	16	0.86%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
T. Rowe Price Government Money Fund	PRRXX	C	U.S. Cash / Money Market	0	0%
T. Rowe Price High Yield Fund	PRHYX	B++	Bond - U.S. High Yield	3	0.75%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
T. Rowe Price Emerging Markets Bond Fund	PREMX	B+	Bond - Emerging Market	5	0.94%

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