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Envoy Air, Inc. 401(K)
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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 Institutional Shares
SRJIX
C
U.S. All Cap
11
0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares
SMTIX
C
U.S. All Cap
13
0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares
JSAIX
C
U.S. All Cap
14
0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares
JFFIX
C
U.S. All Cap
14
1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares
JTSIX
C
U.S. All Cap
14
0.04%
JPMorgan Equity Index Fund Class A
OGEAX
C
U.S. Large Cap
15
0.45%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
B+
U.S. Small Cap
19
0.08%
JPMorgan SmartRetirement Income Fund Class Institutional Shares
JSIIX
C
U.S. All Cap
5
0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares
JTTIX
C
U.S. All Cap
6
0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares
JNSIX
C
U.S. All Cap
8
0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares
JSMIX
C
U.S. All Cap
9
0.04%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
JPMorgan Large Cap Growth Fund Class R6
JLGMX
F--
U.S. All Cap - Growth
23
0.67%
U.S. Equities - Value
American Century Mid Cap Value Fund Institutional Class
AVUAX
D++
U.S. All Cap - Value
16
0.8%
American Beacon Large Cap Value Fund Class Institutional
AADEX
B++
U.S. All Cap - Value
18
0.58%
American Beacon Small Cap Value Fund Class Institutional
AVFIX
D++
U.S. Small Cap - Value
25
0.82%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Oppenheimer Developing Markets Fund Class I
ODVIX
C
Emerging Markets
17
0.87%
Bonds
Invesco stable Value-III
C
U.S. Cash / Money Market
0
0%
Wilmington Core Bond Class I1
B-
Bond - Multi Sector
3
1.1%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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