Log In
/
Sign Up
401(k) Guidance
Management Services
Fitch, Inc. 401(K) Plan And Trust
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
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
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 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
C
U.S. Large Cap
14
0.45%
JPMorgan Equity Index Fund Select Class
HLEIX
C
U.S. Large Cap
15
0.2%
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%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
D--
U.S. Large Cap - Growth
21
0.6%
American Century Heritage Fund Institutional Class
ATHIX
C-
U.S. Mid Cap - Growth
22
0.8%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I
MPEGX
F-
U.S. Mid Cap - Growth
35
0.7%
U.S. Equities - Value
American Century Equity Income Fund Institutional Class
ACIIX
C++
U.S. Mega Cap - Value
11
0.73%
JPMorgan Small Cap Equity Fund Class R5
JSERX
D++
U.S. Mid Cap - Value
18
0.79%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
Specialty
American Century Real Estate Fund Institutional Class
REAIX
C++
U.S. Real Estate
18
0.94%
Global & Intl. Equity
Harbor International Fund Institutional Class
HAINX
A-
International Large Cap
15
0.74%
Lazard Emerging Markets Equity Portfolio Institutional Shares
LZEMX
A
Emerging Markets
15
1.09%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
B-
Bond - Multi Sector
1
0.1%
American Century Diversified Bond Fund Institutional Class
ACBPX
B-
Bond - Multi Sector
3
0.4%
JPMorgan High Yield Fund Class R6
JHYUX
A++
Bond - U.S. High Yield
3
0.74%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
JPMorgan 100% U.S. Treasury Securities Money Market Fund Capital Class
CJTXX
Other
0
0%
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