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Defender Direct, 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 Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
American Funds Growth and Income Portfolio Class R-3
RAICX
C
U.S. Large Cap
11
1.82%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
SSgA S&P 500 Index Fund N Class
SVSPX
C
U.S. Large Cap
15
0.17%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
American Funds Balanced Portfolio Class R-3
RBACX
C
U.S. All Cap
9
0.7%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
Invesco Small Cap Growth Fund Class A
GTSAX
B--
U.S. Small Cap - Growth
25
1.21%
U.S. Equities - Value
Franklin Small Cap Value Fund Class A
FRVLX
F++
U.S. Small Cap - Value
24
1.19%
Specialty
Nuveen Real Estate Securities Fund Class A
FREAX
C++
U.S. Real Estate
17
1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
JPMorgan High Yield Fund Class A
OHYAX
A++
Bond - U.S. High Yield
3
1.04%
American Century Inflation Adjusted Bond Fund Investor Class
ACITX
C+
U.S. Treasury - TIPS
4
0.47%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
Transamerica Partners Stock Index Fund
DSKIX
Other
0
0.65%
SSgA Emerging Markets Select
SEMSX
Other
0
1.03%
SSgA International Stock Selection R
SSARX
Other
0
1.45%
SSgA Small Cap R
SSCRX
Other
0
1.6%
Invesco Mid Cap Growth Fund Class A
VGRAX
Other
0
1.16%
Transamerica Value Balanced A
ITAPX
Other
0
0%
Transamerica AEGON High Yield Bond P
THYPX
Other
0
0.9%
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