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Retirement Plans
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Investment Research
Allscripts, LLC. Retirement Savings Plan
Portfolios
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Funds Ratings
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Plan Information
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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
Schwab Target 2030
SWDRX
C
U.S. All Cap
10
0.77%
Schwab Target 2035
SWIRX
C
U.S. All Cap
11
0.82%
Schwab Target 2040
SWERX
C
U.S. All Cap
12
0.84%
Schwab S&P 500 Index
SWPPX
C
U.S. Large Cap
13
0.09%
Goldman Sachs Mid Cap Value Instl
GSMCX
C+
U.S. Mid Cap
14
0.76%
RidgeWorth Small Cap Value Equity I
SCETX
C-
U.S. Small Cap
16
1.2%
Schwab Target 2010
SWBRX
B
U.S. All Cap
5
0.55%
Schwab Target 2015
SWGRX
B
U.S. All Cap
6
0.63%
Schwab Target 2020
SWCRX
B
U.S. All Cap
8
0.68%
Schwab Target 2025
SWHRX
B
U.S. All Cap
9
0.74%
U.S. Equities - Growth
Morgan Stanley Inst Mid Cap Growth I
MPEGX
C
U.S. Mid Cap - Growth
14
0.7%
MainStay Large Cap Growth I
MLAIX
D-
U.S. All Cap - Growth
15
0.82%
Allianz RCM Technology Instl
DRGTX
F-
U.S. All Cap - Growth
16
1.25%
Hartford Small Company A
IHSAX
D-
U.S. Small Cap - Growth
17
1.37%
U.S. Equities - Value
MFS Value R4
MEIJX
C+
U.S. Large Cap - Value
13
0.69%
Global & Intl. Equity
Thornburg International Value I
TGVIX
D+
International Small Cap
12
0.88%
American Funds EuroPacific Gr R4
REREX
D
International Large Cap - Growth
14
0.85%
Bonds
Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
MainStay High Yield Corporate Bond I
MHYIX
A++
Bond - U.S. High Yield
2
0.74%
PIMCO Total Return Instl
PTTRX
B++
Bond - Multi Sector
3
0.46%
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