Log In
/
Sign Up
401(k) Guidance
Management Services
Powdr Corp. 401(K) Plan
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
PLAN FUNDS
help
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.
[
Edit Plan Information
]
Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
DFA U.S. Large Company Portfolio
DFUSX
C
U.S. Large Cap
15
0.09%
Prudential Jennison Natural Resources Fund Class Z
PNRZX
A+
U.S. Small Cap
27
0.87%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
C++
U.S. All Cap - Value
18
0.27%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
22
0.37%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
25
0.37%
Specialty
DFA Two Year Global Fixed Income Portfolio Institutional Class
DFGFX
C++
U.S. Real Estate
0
0.18%
T. Rowe Price Real Estate Fund
TRREX
B++
U.S. Real Estate
21
0.79%
Global & Intl. Equity
DFA International Small Company Portfolio Institutional Class
DFISX
C++
International Small Cap
14
0.54%
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
A
Emerging Markets
15
0.63%
DFA International Small Cap Value Portfolio Institutional Class
DISVX
D++
International Small Cap
16
0.69%
DFA International Value Portfolio Institutional Class
DFIVX
A
International Large Cap - Value
18
0.43%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
DFA Short-Term Government Portfolio Institutional Class
DFFGX
C
Bond - U.S. Mortgages
1
0.19%
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
C-
U.S. Treasury - Intermediate
4
0.12%
DFA Inflation-Protected Securities Portfolio Institutional Class
DIPSX
C+
U.S. Treasury - TIPS
4
0.12%
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page