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StorSimple, 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
Vanguard LifeStrategy Growth Fund Investor Shares
VASGX
C
U.S. All Cap
11
0.17%
Janus Global Select Fund Class T
JORNX
A
U.S. All Cap
15
0.95%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Scout Small Cap Fund
UMBHX
D+
U.S. Small Cap
22
1.13%
Prudential Jennison Natural Resources Fund Class R
JNRRX
A+
U.S. Small Cap
27
1.37%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
C
U.S. All Cap
6
0.15%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
C
U.S. All Cap
9
0.16%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-5
RGAFX
B--
U.S. All Cap - Growth
18
0.39%
Vanguard LifeStrategy Income Fund Investor Shares
VASIX
C--
U.S. All Cap - Growth
4
0.13%
U.S. Equities - Value
American Funds American Mutual Fund Class R-5
RMFFX
C++
U.S. Mega Cap - Value
12
0.36%
Perkins Mid Cap Value Fund Class T
JMCVX
F++
U.S. Mid Cap - Value
17
0.73%
Columbia Small Cap Index Fund Class A
NMSAX
B++
U.S. Small Cap - Value
23
0.45%
Wilshire Small Company Value Portfolio Investment Class Shares
DTSVX
C++
U.S. Small Cap - Value
25
1.49%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Janus Overseas Fund Class T
JAOSX
B++
International Small Cap
15
0.68%
American Funds New World Fund Class R-5
RNWFX
A
Emerging Markets
16
0.7%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
TCW Total Return Bond Fund Class I
TGLMX
B-
U.S. Treasury - Intermediate
3
0.44%
American Funds American High-Income Trust Class R-5
RITFX
A++
Bond - U.S. High Yield
4
0.4%
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