Log In
/
Sign Up
401(k) Guidance
Management Services
Staffing Plus, Inc. 401K Plan
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
Janus Balanced Fund Class R
JDBRX
C-
U.S. Mega Cap
10
1.33%
Loomis Sayles Global Equity and Income Fund Class A
LGMAX
C
U.S. Large Cap
11
1.18%
Invesco Charter Fund Class A
CHTRX
C
U.S. Large Cap
15
1.05%
U.S. Equities - Value
BlackRock Equity Dividend Fund R Shares
MRDVX
D++
U.S. All Cap - Value
16
1.28%
Invesco Equally-Weighted S&P 500 Fund Class A
VADAX
B++
U.S. All Cap - Value
16
0.57%
Global & Intl. Equity
Oppenheimer International Bond Fund Class A
OIBAX
F++
International Small Cap
7
1.01%
Bonds
MFS Government Securities Fund Class R3
MFGHX
C-
U.S. Treasury - Intermediate
2
0.87%
Delaware Diversified Income Fund Class A
DPDFX
B-
Bond - Multi Sector
3
0.9%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
Other
Davis Government Money Market Fund Class A
RPGXX
Other
0
0%
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