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Boeing Distribution Srvs Inc (BDSI) Ret Plan (401k)
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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
Jensen Quality Growth Fund Class I
JENIX
D-
U.S. Mega Cap
16
0.63%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
American Funds American Balanced Fund Class R-6
RLBGX
B
U.S. Large Cap
9
0.29%
U.S. Equities - Growth
Eagle Mid Cap Growth Fund Class R6
HRAUX
D-
U.S. Mid Cap - Growth
20
0.78%
U.S. Equities - Value
Delaware Value Fund Institutional Class
DDVIX
F++
U.S. Mega Cap - Value
15
0.77%
Wells Fargo Special Mid Cap Value Fund - Class Admin
WFMDX
C++
U.S. Mid Cap - Value
18
1.13%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Metropolitan West Total Return Bond Fund Plan Class
MWTSX
B-
Bond - Multi Sector
3
0.39%
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