Log In
/
Sign Up
401(k) Guidance
Management Services
Mutual Of Omaha Bank 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
SSgA S&P 500 Index Fund N Class
SVSPX
C
U.S. Large Cap
15
0.17%
U.S. Equities - Growth
iShares Russell 1000 Growth ETF
IWF
C--
U.S. Large Cap - Growth
20
0.2%
U.S. Equities - Value
Vanguard Windsor II Fund Investor Share
VWNFX
A++
U.S. Large Cap - Value
15
0.36%
Royce Total Return Fund Retirement Class
RTRRX
D++
U.S. Small Cap - Value
21
1.75%
Global & Intl. Equity
Wells Fargo Emerging Markets Equity Fund - Class A
EMGAX
C
Emerging Markets
18
1.65%
Bonds
Metropolitan West Total Return Bond Fund Class I
MWTIX
B-
Bond - Multi Sector
3
0.4%
Other
SSgA U.S. Government Money Market Fund N Class
SSGXX
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