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Allscripts, LLC. Retirement Savings 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 Target 2035 Fund
SWIRX
C
U.S. All Cap
11
0.82%
Schwab Target 2040 Fund
SWERX
C
U.S. All Cap
12
0.84%
Schwab S&P 500 Index Fund
SWPPX
C
U.S. Large Cap
15
0.09%
Schwab Target 2010 Fund
SWBRX
C
U.S. All Cap
6
0.55%
Schwab Target 2015 Fund
SWGRX
C
U.S. All Cap
6
0%
Schwab Target 2020 Fund
SWCRX
C
U.S. All Cap
6
0.68%
Schwab Target 2025 Fund
SWHRX
C
U.S. All Cap
8
0.74%
Schwab Target 2030 Fund
SWDRX
C
U.S. All Cap
10
0.77%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class I
MLAIX
D--
U.S. Large Cap - Growth
21
0.77%
The Hartford Small Company Fund Class A
IHSAX
C--
U.S. Small Cap - Growth
23
1.39%
AllianzGI Technology Fund Institutional Class
DRGTX
F-
U.S. Mid Cap - Growth
27
1.24%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I
MPEGX
F-
U.S. Mid Cap - Growth
35
0.7%
U.S. Equities - Value
MFS Value Fund Class R4
MEIJX
C++
U.S. Mega Cap - Value
14
0.67%
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
C++
U.S. Mid Cap - Value
17
0.74%
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional
SCETX
C++
U.S. Mid Cap - Value
19
1.22%
Global & Intl. Equity
Thornburg International Value Fund Class I
TGVIX
A+
Europe
14
0.86%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
MainStay High Yield Corporate Bond Fund Class I
MHYIX
B++
Bond - U.S. High Yield
3
0.76%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
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