Log In
/
Sign Up
401(k) Guidance
Management Services
Accountable Healthcare Staffing
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
American Century Investments One Choice 2045 Portfolio Institutional Class
AOOIX
C
U.S. All Cap
11
0.01%
American Century Investments One Choice 2055 Portfolio Institutional Class
ARENX
C
U.S. All Cap
12
0.78%
Invesco S&P 500 Index Fund Class A
SPIAX
C
U.S. Large Cap
15
0.62%
American Century Investments One Choice 2025 Portfolio Institutional Class
ARWFX
C
U.S. All Cap
7
0.01%
American Century Investments One Choice 2035 Portfolio Institutional Class
ARLIX
C
U.S. All Cap
9
0.01%
U.S. Equities - Growth
Franklin Small Cap Growth Fund Advisor Class
FSSAX
B--
U.S. Small Cap - Growth
20
0.9%
Franklin Biotechnology Discovery Fund Advisor Class
FTDZX
F
U.S. Micro Cap - Growth
28
0.8%
U.S. Equities - Value
John Hancock Funds Disciplined Value Fund Class I
JVLIX
C++
U.S. All Cap - Value
17
0.83%
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
D++
U.S. Mid Cap - Value
18
0.09%
Global & Intl. Equity
Federated International Leaders Fund Institutional Class
FGFLX
D+
Europe
15
1.12%
Delaware Emerging Markets Fund Institutional Class
DEMIX
C
Emerging Markets
19
1.46%
Invesco Balanced-Risk Allocation Fund Class A
ABRZX
A++
International Small Cap
8
1.14%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
John Hancock Bond Fund Class I
JHBIX
A-
Bond - Multi Sector
3
0.6%
Prudential Global Total Return Fund Class Z
PZTRX
C
Bond - U.S. Corporate
5
0.98%
Other
JPMorgan Disciplined Equity Fund Institutional Class
JPIEX
Other
0
0.45%
Principal MidCap Value Fund III Institutional Class
PVUIX
Other
0
0.66%
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