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Schuster Co. Inc. 401(k) Profit Sharing 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
Fidelity Freedom 2050 Fund
FFFHX
B
U.S. All Cap
13
0.77%
Fidelity Freedom 2040 Fund
FFFFX
B
U.S. All Cap
13
0.75%
Vanguard 500 Index Fund Investor Class
VFINX
C
U.S. Large Cap
15
0.17%
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
C+
U.S. Mid Cap
16
0.24%
Amana Mutual Funds Trust Growth Fund Investor
AMAGX
D-
U.S. Mega Cap
18
1.09%
Fidelity Freedom 2010 Fund
FFFCX
B
U.S. All Cap
5
0.59%
Fidelity Freedom 2020 Fund
FFFDX
B
U.S. All Cap
8
0.64%
Vanguard Balanced Index Fund Investor Shares
VBINX
D
U.S. All Cap
10
0.24%
Fidelity Freedom 2030 Fund
FFFEX
B
U.S. All Cap
10
0.71%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund
PRGFX
B--
U.S. Large Cap - Growth
20
0.69%
Columbia Acorn Fund Class A
LACAX
F-
U.S. Mid Cap - Growth
21
1.07%
U.S. Equities - Value
Goldman Sachs Large Cap Value Fund Class A
GSLAX
D++
U.S. Large Cap - Value
15
1.2%
American Beacon Large Cap Value Fund Class A
ALVAX
C++
U.S. All Cap - Value
18
1.08%
Global & Intl. Equity
Artisan International Fund Investor Class
ARTIX
C-
International Large Cap - Growth
14
1.2%
Fidelity Advisor Diversified International Fund Class A
FDVAX
B-
International Large Cap - Growth
14
1.28%
Columbia Acorn International Fund Class A
LAIAX
A-
International Large Cap - Growth
15
1.23%
Templeton Foreign Fund Class A
TEMFX
D++
International Small Cap
15
1.19%
Fidelity Freedom Income Fund
FFFAX
B
Emerging Markets
4
0.44%
Goldman Sachs Satellite Strategies Portfolio Class A Shares
GXSAX
B++
International Small Cap
9
0.58%
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%
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
C-
Bond - Multi Sector
3
0.2%
Other
Westport Fund Class Institutional
WPFIX
Other
0
1.05%
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