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The Equinox Holdings, Inc 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
Putnam RetirementReady 2040 Fund Class Y
PRZZX
D
U.S. All Cap
10
0.97%
Putnam RetirementReady 2045 Fund Class Y
PRVYX
C
U.S. All Cap
11
1%
Fidelity Mid Cap Index
FSMDX
C+
U.S. Mid Cap
16
0.04%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
JPMorgan U.S. Small Company Fund Institutional Class
JUSSX
C+
U.S. Small Cap
24
0.82%
Putnam RetirementReady 2025 Fund Class Y
PRRPX
C
U.S. Large Cap
5
0.85%
Putnam RetirementReady 2030 Fund Class Y
PRRTX
C
U.S. All Cap
7
0.88%
Putnam RetirementReady 2035 Fund Class Y
PRRYX
C
U.S. All Cap
8
0.92%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth I
TBCIX
D--
U.S. Large Cap - Growth
21
0%
Putnam Retirement Income Fund Lifestyle 1 Class Y
PRMYX
C--
U.S. All Cap - Growth
4
0.74%
U.S. Equities - Value
Victory Sycamore Established Value Fund Class I
VEVIX
B++
U.S. Mid Cap - Value
19
0.67%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Goldman Sachs International Small Cap Insights Fund Institutional Shares
GICIX
D++
International Small Cap
15
0.9%
Fidelity Advisor International Growth Fund I Class
FIIIX
B-
International Large Cap - Growth
15
1.09%
American Funds New World Fund Class R-6
RNWGX
A
Emerging Markets
16
0.65%
Bonds
Putnam Stable Value Fund
C
U.S. Cash / Money Market
0
0%
AB Global Bond Fund Advisor Class
ANAYX
C
Bond - U.S. Corporate
2
0.63%
PIMCO Income Fund Class A
PONAX
A+
Bond - Emerging Market
2
0.85%
Western Asset Core Bond Fund Class I
WATFX
B-
Bond - Multi Sector
4
0.49%
DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
C+
U.S. Treasury - TIPS
4
0.12%
Other
Vanguard U.S. Value Fund Investor Shares
VUVLX
Other
0
0.29%
MassMutual Select Mid Cap Growth Eq L
MMGLX
Other
0
1.13%
Putnam RetirementReady 2020 Fund Class Y
PRRNX
Other
0
0.81%
Fidelity Real Estate Index Fund Premium Class
FSRVX
Other
0
0.09%
Fidelity U.S. Bond Index Fund Institutional Class
FXSTX
Other
0
0.07%
Fidelity 500 Index Fund Institutional Class
FXSIX
Other
0
0.04%
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