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Advanced Cardiac Care, Llc 401(K) 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
Schwab S&P 500 Index Fund
SWPPX
C
U.S. Large Cap
15
0.09%
Parnassus Core Equity Fund - Investor Shares
PRBLX
C
U.S. Large Cap
15
0.87%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class I
FINSX
B--
U.S. Large Cap - Growth
19
0.68%
American Century Heritage Fund Investor Class
TWHIX
C-
U.S. Mid Cap - Growth
22
1%
U.S. Equities - Value
Royce Special Equity Fund Investment Class
RYSEX
D++
U.S. Small Cap - Value
17
1.13%
Dreyfus Strategic Value Fund Class I
DRGVX
B++
U.S. All Cap - Value
18
0.73%
Global & Intl. Equity
MainStay International Equity Fund Class I
MSIIX
A-
International Large Cap - Growth
15
1.14%
Delaware Emerging Markets Fund Institutional Class
DEMIX
C
Emerging Markets
19
1.46%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Federal Fund Investor Shares
VSGBX
C
Bond - U.S. Mortgages
1
0.2%
Vanguard Intermediate-Term Treasury Fund Investor Shares
VFITX
C-
U.S. Treasury - Short / Intermediate
2
0.2%
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
C+
U.S. Treasury - TIPS
4
0.2%
Prudential High-Yield Fund Class Z
PHYZX
A++
Bond - U.S. High Yield
4
0.58%
Other
Deutsche U.S. Bond Index Fund Institutional Class
BTUSX
Other
0
0.34%
Manning & Napier World Opportunities Fund Class A
EXWAX
Other
0
1.07%
Nuveen Tradewinds Value Opportunities Fund Class I
NVORX
Other
0
0.99%
Federated Automated Cash Management Trust Institutional Service Shares
ACMXX
Other
0
0%
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