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World Wide Technology Inc. Employee Salary Deferral Retirement Program
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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
MFS Core Equity Fund Class A
MRGAX
C
U.S. Large Cap
15
1.1%
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
C
U.S. Large Cap
15
0.23%
Principal MidCap Fund Institutional Class
PCBIX
D+
U.S. Mid Cap
16
0.66%
Dreyfus Opportunistic Midcap Value Fund Class I
DVLIX
D+
U.S. Mid Cap
17
0.97%
Loomis Sayles Strategic Income Fund Class N
NEZNX
A
U.S. All Cap
4
0.63%
U.S. Equities - Growth
JPMorgan Intrepid Growth Fund Class R5
JGIRX
B--
U.S. All Cap - Growth
19
0.71%
Franklin Small Cap Growth Fund Advisor Class
FSSAX
B--
U.S. Small Cap - Growth
20
0.9%
U.S. Equities - Value
American Century Mid Cap Value Fund Institutional Class
AVUAX
D++
U.S. All Cap - Value
16
0.8%
Voya Corporate Leaders Trust Fund Series B
LEXCX
F++
U.S. Mega Cap - Value
19
0.5%
Gabelli Small Cap Growth Fund Class I
GACIX
C++
U.S. Mid Cap - Value
19
1.14%
Hotchkis & Wiley Small Cap Value Fund Class I
HWSIX
B++
U.S. Small Cap - Value
27
0.99%
Specialty
Fidelity Advisor Real Estate Fund Class A
FHEAX
C++
U.S. Real Estate
17
1.16%
Global & Intl. Equity
Thornburg Investment Income Builder Fund Class R5
TIBMX
A
International Large Cap - Value
12
0.99%
MainStay ICAP International Fund Class I
ICEUX
D+
Europe
14
0.95%
Oppenheimer International Growth Fund Class Y
OIGYX
B-
International Large Cap - Growth
16
0.9%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Oakmark International Fund Class I
OAKIX
A
International Large Cap - Value
21
0.98%
Legg Mason BW Global Opportunities Bond Fund Class I
GOBIX
C++
International Small Cap
6
0.72%
Bonds
Wells Fargo Stable Return Fund - C
C
U.S. Cash / Money Market
0
0%
American Century Investments Ginnie Mae Fund Institutional Class
AGMNX
C
Bond - U.S. Mortgages
1
0.35%
TCW Total Return Bond Fund Class N
TGMNX
C--
U.S. Treasury - Intermediate / Long
3
0.73%
Ivy High Income Fund Class I
IVHIX
A++
Bond - U.S. High Yield
4
0.69%
PIMCO Real Return Fund Institutional Class
PRRIX
C+
U.S. Treasury - TIPS
4
0.45%
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