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BG&L Profit Sharing 401(k) Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
Vanguard Selected Value Fund Investor SharesVASVXF++U.S. Mid Cap - Value23fund risk0.43%
Vanguard Tax-Managed Small Cap Fund Admiral SharesVTMSXB++U.S. Small Cap - Value23fund risk0.12%
Global & Intl. Equity     
T. Rowe Price Overseas Stock FundTROSXB-International Large Cap15fund risk0.86%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXAEmerging Markets15fund risk1.09%
Bonds     
Vanguard Treasury Money Market Fund Investor SharesVUSXXCU.S. Cash / Money Market0fund risk0%
T. Rowe Price Short-Term Bond FundPRWBXC++Bond - U.S. High Yield1fund risk0.52%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Templeton Global Bond Fund Advisor ClassTGBAXC-U.S. Treasury - Short / Intermediate3fund risk0.61%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
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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