Roman Catholic Archdiocese of Boston (RCAB) 401k

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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
JPMorgan SmartRetirement 2035 Fund Class Select Shares	SRJSX	C	U.S. All Cap	11	0.19%
JPMorgan SmartRetirement 2040 Fund Class Select Shares	SMTSX	C	U.S. All Cap	13	0.19%
JPMorgan SmartRetirement 2050 Fund Class Select Shares	JTSSX	C	U.S. All Cap	14	0.19%
JPMorgan SmartRetirement 2045 Fund Class Select Shares	JSASX	C	U.S. All Cap	14	0.19%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
JPMorgan SmartRetirement Income Fund Class Select Shares	JSRSX	C	U.S. All Cap	5	0.17%
JPMorgan SmartRetirement 2020 Fund Class Select Shares	JTTSX	C	U.S. All Cap	6	0.18%
JPMorgan SmartRetirement 2025 Fund Class Select Shares	JNSSX	C	U.S. All Cap	8	0.19%
JPMorgan SmartRetirement 2030 Fund Class Select Shares	JSMSX	C	U.S. All Cap	9	0.19%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class R1	MLRRX	D--	U.S. Large Cap - Growth	21	0.87%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
American Century Mid Cap Value Fund A Class	ACLAX	D++	U.S. All Cap - Value	16	1.25%
Ave Maria Catholic Values Fund	AVEMX	A++	U.S. Mid Cap - Value	17	1.42%
Global & Intl. Equity
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	13	1.08%
Invesco International Growth Fund Class A	AIIEX	B-	International Large Cap - Growth	14	1.33%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A	Emerging Markets	16	0.57%
Bonds
Vanguard Prime Money Market Fund Admiral Shares	VMRXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price High Yield Fund	PRHYX	B++	Bond - U.S. High Yield	3	0.75%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%
Other
Columbia Disciplined Small Core Fund Class A	LSMAX		Other	0	1.36%
JPMorgan SmartRetirement 2010 Fund Select Class Shares	JSWSX		Other	0	0.18%
Principal Inflation Protection Fund Class A	PITAX		Other	0	0.9%
JPMorgan SmartRetirement 2015 Fund Select Class Shares	JSFSX		Other	0	0.18%

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