Rodale Inc. Retirement And Savings 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
Neuberger Berman Socially Responsive Fund Trust Class	NBSTX	B	U.S. All Cap	15	1.04%
Schwab Total Stock Market Index Fund	SWTSX	C	U.S. All Cap	16	0.09%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
BlackRock Capital Appreciation Fund Institutional Shares	MAFGX	C--	U.S. Large Cap - Growth	20	0.89%
U.S. Equities - Value
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
Dreyfus Mid Cap Index Fund Investor Shares	PESPX	D++	U.S. Mid Cap - Value	19	0.5%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
Wells Fargo Government Securities Fund - Class A	SGVDX	C-	Bond - Multi Sector	3	0.85%
JPMorgan High Yield Fund Select Class	OHYFX	A++	Bond - U.S. High Yield	3	0.84%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
Kalmar Growth-with-Value Sm Cp Inv	KGSCX		Other	0	1.29%

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