Log In
/
Sign Up
401(k) Guidance
Management Services
Sac Wireless, Llc 401(K) Profit Sharing Plan
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 Class R
RRTCX
C
U.S. All Cap
11
0.5%
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
C
U.S. All Cap
12
0.5%
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
C
U.S. All Cap
13
0.5%
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
C
U.S. All Cap
14
0.5%
JPMorgan U.S. Equity Fund Class R2
JUEZX
D
U.S. Large Cap
16
1.22%
T. Rowe Price Retirement Balanced Fund Class R
RRTIX
B
U.S. All Cap
6
0.5%
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
C
U.S. All Cap
7
0.5%
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
C
U.S. All Cap
7
0.5%
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
C
U.S. All Cap
8
0.5%
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
C
U.S. All Cap
10
0.5%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund R Class
RRGSX
B--
U.S. Large Cap - Growth
20
1.19%
ClearBridge Small Cap Growth Fund Class R
LMPOX
A--
U.S. Small Cap - Growth
22
1.46%
U.S. Equities - Value
Eaton Vance Atlanta Capital SMID-Cap Fund Class R
ERSMX
F++
U.S. Mid Cap - Value
18
1.5%
Victory Sycamore Established Value Fund Class R
GETGX
C++
U.S. Mid Cap - Value
19
1.22%
Invesco Comstock Fund Class R
ACSRX
B++
U.S. All Cap - Value
20
1.06%
Delaware Small Cap Value Fund Class R
DVLRX
C++
U.S. Small Cap - Value
25
1.5%
Specialty
Franklin Utilities Class R
FRURX
F++
U.S. Real Estate
16
1.1%
Deutsche Real Estate Securities Fund Class R
RRRSX
B++
U.S. Real Estate
18
1.26%
Global & Intl. Equity
Thornburg Investment Income Builder Fund Class R3
TIBRX
A
International Large Cap - Value
12
1.49%
Oppenheimer International Growth Fund Class R
OIGNX
B-
International Large Cap - Growth
16
1.44%
Victory Sophus Emerging Markets Fund Class R
REMKX
B
Emerging Markets
19
1.9%
Legg Mason BW Global Opportunities Bond Fund Class R
LBORX
D++
International Small Cap
6
1.23%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Franklin Strategic Income Fund Class R
FKSRX
B++
Bond - U.S. High Yield
2
1.11%
JPMorgan Government Bond Fund Class R2
JGBZX
C-
U.S. Treasury - Intermediate
3
0.99%
PIMCO Total Return Fund Class R
PTRRX
B-
Bond - Multi Sector
3
1.1%
Ivy High Income Fund Class R
IYHIX
A++
Bond - U.S. High Yield
4
1.28%
Other
Nuveen Mid Cap Index Fund Class R3
FMCYX
Other
0
0.98%
Putnam Capital Opportunities Fund Class R
PCORX
Other
0
1.43%
Janus International Equity Fund Class R
JRIEX
Other
0
1.56%
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
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page