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Seventh Sense Bio Systems Inc 401 K Profit Sharing Plan Trust
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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
American Century Investments One Choice 2045 Portfolio R Class
ARORX
C
U.S. All Cap
11
0.7%
MFS Growth Allocation Fund Class R2
MGALX
C
U.S. All Cap
11
0.59%
American Century Investments One Choice 2050 Portfolio R Class
ARFWX
C
U.S. All Cap
11
0.7%
American Century Investments One Choice 2055 Portfolio R Class
AREOX
C
U.S. All Cap
12
0.7%
MFS Aggressive Growth Allocation Fund Class R2
MAWAX
C
U.S. All Cap
13
0.62%
MFS Conservative Allocation Fund Class R2
MCARX
C
U.S. All Cap
6
0.57%
American Century Investments One Choice In Retirement Portfolio R Class
ARSRX
C
U.S. All Cap
6
0.7%
American Century Investments One Choice 2025 Portfolio R Class
ARWRX
C
U.S. All Cap
7
0.7%
American Century Investments One Choice 2030 Portfolio R Class
ARCRX
C
U.S. All Cap
8
0.71%
MFS Moderate Allocation Fund Class R2
MARRX
C
U.S. All Cap
8
0.58%
American Century Investments One Choice 2035 Portfolio R Class
ARYRX
C
U.S. All Cap
9
0.7%
American Funds American Balanced Fund Class R-3
RLBCX
C
U.S. Large Cap
9
0.94%
American Century Investments One Choice 2040 Portfolio R Class
ARDRX
C
U.S. All Cap
10
0.7%
BlackRock Global Allocation Fund, Inc. Class R
MRLOX
C
U.S. All Cap
10
1.39%
U.S. Equities - Growth
Ivy Mid Cap Growth Fund Class R
WMGRX
B-
U.S. Mid Cap - Growth
20
1.59%
MainStay Large Cap Growth Fund Class R3
MLGRX
D--
U.S. Large Cap - Growth
21
1.37%
Ivy Small Cap Growth Fund Class R
WSGRX
B--
U.S. Small Cap - Growth
23
1.66%
U.S. Equities - Value
American Century Equity Income Fund R Class
AEURX
C++
U.S. Mega Cap - Value
11
1.43%
Franklin Mutual Global Discovery Fund Class R
TEDRX
B++
U.S. Large Cap - Value
15
1.48%
Victory RS Large Cap Alpha Fund Class R
RCEKX
C++
U.S. Large Cap - Value
16
1.31%
Invesco Equally-Weighted S&P 500 Fund Class R
VADRX
D++
U.S. Mid Cap - Value
17
0.82%
Victory Sycamore Established Value Fund Class R
GETGX
C++
U.S. Mid Cap - Value
19
1.22%
Columbia Select Smaller-Cap Value Fund Class R
SSVRX
B++
U.S. Mid Cap - Value
22
1.65%
Global & Intl. Equity
Eaton Vance Government Obligations Fund Class R
ERGOX
C++
Japan
1
1.37%
American Funds New World Fund Class R-3
RNWCX
A
Emerging Markets
16
1.34%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Income Fund Class R
PONRX
A+
Bond - Emerging Market
2
1.1%
Templeton Global Bond Fund Class R
FGBRX
D-
U.S. Treasury - Short / Intermediate
3
1.11%
Lord Abbett Income Fund Class R3
LAURX
B
Bond - U.S. Corporate
4
1.08%
Other
Nuveen Mid Cap Index Fund Class R3
FMCYX
Other
0
0.98%
American Century Investments One Choice 2020 Portfolio R Class
ARBRX
Other
0
0.7%
Fidelity California AMT Tax-Free Money Market Fund Institutional Class
FSBXX
Other
0
0%
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