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Power Plant Services, Inc. Profit Sharing 401(K) 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
Fidelity Advisor Leveraged Company Stock Fund Class A
FLSAX
B
U.S. All Cap
20
1.1%
Royce Opportunity Fund Investment Class
RYPNX
A+
U.S. Small Cap
25
1.16%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
T. Rowe Price Health Sciences Fund
PRHSX
B-
U.S. Mid Cap - Growth
18
0.79%
American Funds The Growth Fund of America Class R-5
RGAFX
B--
U.S. All Cap - Growth
18
0.39%
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
John Hancock Variable Insurance Trust Science & Technology Trust Series I
JESTX
F--
U.S. All Cap - Growth
27
1.13%
U.S. Equities - Value
Templeton World Fund Class A
TEMWX
D++
U.S. Large Cap - Value
13
1.05%
American Funds Washington Mutual Investors Fund Class R-5
RWMFX
D++
U.S. Mega Cap - Value
14
0.35%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Vanguard Energy Fund Admiral Shares
VGELX
F++
U.S. All Cap - Value
22
0.32%
Specialty
Tocqueville Gold Fund
TGLDX
C--
Gold
34
1.34%
Global & Intl. Equity
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A
Emerging Markets
15
0.57%
DFA International Value Portfolio Institutional Class
DFIVX
A
International Large Cap - Value
18
0.43%
Bonds
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
Other
John Hancock Funds Natural Resources Fund Class 1
JINRX
Other
0
1.11%
John Hancock II International Value Fund Class 1
JIVIX
Other
0
0.96%
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