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Primus Global Services Inc 401K 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
T. Rowe Price Retirement 2030 Fund Class R
RRTCX
C
U.S. All Cap
11
0.5%
T. Rowe Price Retirement 2035 Fund Class R
RRTPX
C
U.S. All Cap
12
0.5%
T. Rowe Price Retirement 2040 Fund Class R
RRTDX
C
U.S. All Cap
13
0.5%
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement Balanced Fund Class R
RRTIX
B
U.S. All Cap
6
0.5%
T. Rowe Price Retirement 2010 Fund Class R
RRTAX
C
U.S. All Cap
7
0.5%
T. Rowe Price Retirement 2015 Fund Class R
RRTMX
C
U.S. All Cap
7
0.5%
T. Rowe Price Retirement 2020 Fund Class R
RRTBX
C
U.S. All Cap
8
0.5%
T. Rowe Price Retirement 2025 Fund Class R
RRTNX
C
U.S. All Cap
10
0.5%
U.S. Equities - Growth
Alger Capital Appreciation Institutional Fund Class R
ACARX
D--
U.S. All Cap - Growth
21
1.69%
Prudential Jennison Mid Cap Growth Fund Class R
JDERX
D-
U.S. Mid Cap - Growth
22
1.26%
Eagle Small Cap Growth Fund Class R3
HSRRX
D--
U.S. Small Cap - Growth
23
1.37%
U.S. Equities - Value
Fidelity Advisor Large Cap Fund Class T
FALGX
B++
U.S. All Cap - Value
17
1.49%
Victory Sycamore Established Value Fund Class R
GETGX
C++
U.S. Mid Cap - Value
19
1.22%
Invesco Comstock Fund Class R
ACSRX
B++
U.S. All Cap - Value
20
1.06%
Franklin Small Cap Value Fund Class R
FVFRX
F++
U.S. Small Cap - Value
24
1.39%
Global & Intl. Equity
Templeton Foreign Fund Class R
TEFRX
D++
International Small Cap
15
1.44%
Oppenheimer International Growth Fund Class R
OIGNX
B-
International Large Cap - Growth
16
1.44%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
JPMorgan Core Bond Fund Class R2
JCBZX
B-
Bond - Multi Sector
3
1%
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