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Tetra Technologies, Inc. 401(K) Retirement 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
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
C
U.S. Large Cap
14
0.45%
American Funds Fundamental Investors Class R-6
RFNGX
C
U.S. Large Cap
15
0.31%
Mairs & Power Growth Fund Investor Class
MPGFX
B
U.S. All Cap
15
0.67%
American Funds American Balanced Fund Class R-6
RLBGX
B
U.S. Large Cap
9
0.29%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Invesco American Franchise Fund R5 Class
VAFNX
C--
U.S. All Cap - Growth
21
0.75%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
D-
U.S. Mid Cap - Growth
21
0.51%
Invesco Small Cap Growth Fund R5 Class
GTSVX
A--
U.S. Small Cap - Growth
25
0.83%
U.S. Equities - Value
AMG Managers Fairpointe Mid Cap Fund Class I
ABMIX
A++
U.S. Mid Cap - Value
17
0.86%
TIAA-CREF Mid-Cap Value Fund Institutional Class
TIMVX
C++
U.S. Mid Cap - Value
18
0.45%
T. Rowe Price Capital Appreciation Fund
PRWCX
B++
U.S. Mega Cap - Value
10
0.71%
Global & Intl. Equity
First Eagle Global Fund Class I
SGIIX
C++
International Small Cap
12
0.88%
Putnam International Equity Fund Class Y
POVYX
C+
Europe
15
1.05%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Franklin U.S. Government Securities Series Advisor Class
FUSAX
C
Bond - U.S. Mortgages
2
0.58%
Wells Fargo Core Bond Fund - Class Inst
MBFIX
C-
Bond - Multi Sector
3
0.42%
Other
Invesco Mid Cap Growth Fund Class R5
VGRJX
Other
0
0.83%
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