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Interdent, 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
PIMCO Global Multi-Asset Fund Class A
PGMAX
D
U.S. Large Cap
11
1.09%
BlackRock Global SmallCap Fund Investor A Shares
MDGCX
C
U.S. All Cap
14
1.37%
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
C
U.S. Large Cap
15
0.23%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3
RGACX
B--
U.S. All Cap - Growth
18
0.98%
Voya SmallCap Opportunities Fund Class A
NSPAX
D--
U.S. Small Cap - Growth
22
1.41%
U.S. Equities - Value
AMG Managers Fairpointe Mid Cap Fund Class N
CHTTX
B++
U.S. Mid Cap - Value
17
1.11%
Invesco Comstock Fund Class A
ACSTX
B++
U.S. All Cap - Value
20
0.81%
Goldman Sachs Small Cap Value Fund Class A
GSSMX
F++
U.S. Small Cap - Value
25
1.38%
Global & Intl. Equity
Thornburg International Value Fund Class A
TGVAX
A+
Europe
14
1.25%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
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