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Bayview Asset Management, Llc 401(K) Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Ivy Asset Strategy Fund Class IIVAEXBU.S. All Cap14fund risk0.73%
Ivy Balanced Fund Class IIYBIXBU.S. All Cap14fund risk0.88%
American Funds Capital World Growth and Income Fund Class R-4RWIEXBU.S. Large Cap17fund risk0.8%
American Funds Invmt Co of Amer R4RICEXCU.S. Large Cap19fund risk0.65%
American Funds AMCAP Fund Class R-4RAFEXDU.S. Large Cap20fund risk0.72%
Columbia Contrarian Core Fund Class R4CORRXBU.S. Large Cap21fund risk0.89%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXDU.S. Large Cap21fund risk0.23%
Janus Enterprise Fund Class AJDMAXD++U.S. Mid Cap23fund risk1.09%
JPMorgan Intrepid Mid Cap Fund Class APECAXF++U.S. Mid Cap26fund risk1.16%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-4RSLEXA--U.S. Mid Cap - Growth20fund risk1.07%
American Funds New Perspective Fund Class R-4RNPEXA--U.S. All Cap - Growth20fund risk0.8%
American Funds The Growth Fund of America Class R-4RGAEXA--U.S. All Cap - Growth22fund risk0.68%
JPMorgan Intrepid Growth Fund Class R5JGIRXB--U.S. All Cap - Growth23fund risk0.71%
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
T. Rowe Price Extended Equity Market Index FundPEXMXA+U.S. Small Cap - Growth27fund risk0.4%
ClearBridge Small Cap Growth Fund Class ASASMXB+U.S. Small Cap - Growth27fund risk1.24%
U.S. Equities - Value     
Delaware Value Fund Institutional ClassDDVIXC+U.S. Mega Cap - Value21fund risk0.77%
John Hancock Funds Disciplined Value Fund Class R2JDVPXA++U.S. Large Cap - Value24fund risk1.32%
MFS Mid Cap Value Fund Class R4MVCJXC++U.S. Mid Cap - Value26fund risk0.98%
Invesco Comstock Fund R5 ClassACSHXB++U.S. All Cap - Value28fund risk0.49%
Dreyfus Small Cap Stock Index Fund Investor SharesDISSXC++U.S. Small Cap - Value33fund risk0.5%
Undiscovered Managers Behavioral Value Fund Class AUBVAXC++U.S. Small Cap - Value42fund risk1.35%
Specialty     
Deutsche Enhanced Commodity Strategy Fund Class ASKNRXA++Commodities12fund risk1.31%
Principal Real Estate Securities Fund Institutional ClassPIREXC--U.S. Real Estate27fund risk0.88%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXC-International Large Cap - Growth15fund risk0.83%
MainStay ICAP International Fund Class IICEUXCEurope18fund risk0.95%
Invesco European Growth Fund Class AAEDAXBEurope18fund risk1.39%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
BlackRock International Index Fund Investor A SharesMDIIXBInternational Large Cap19fund risk0.6%
Oppenheimer International Growth Fund Class YOIGYXA-International Large Cap - Growth19fund risk0.9%
MFS Global Equity Fund Class AMWEFXBEurope20fund risk1.29%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
Oakmark International Fund Class IOAKIXA+International Large Cap - Value29fund risk0.98%
Oppenheimer International Bond Fund Class YOIBYXF++International Small Cap9fund risk0.74%
Bonds     
Victory INCORE Fund for Income Class AIPFIXC-U.S. Treasury - Short / Intermediate1fund risk0.93%
Prudential Short-Term Corporate Bond Fund Class ZPIFZXB++Bond - U.S. High Yield2fund risk0.51%
JPMorgan Government Bond Fund Class AOGGAXC--U.S. Treasury - Intermediate / Long3fund risk0.74%
Pioneer Bond Fund Class APIOBXA-Bond - U.S. Corporate3fund risk0.85%
BlackRock Inflation Protected Bond Fund Institutional SharesBPRIXB+U.S. Treasury - TIPS4fund risk0.44%
AB High Income Fund Class IAGDIXA++Bond - U.S. High Yield6fund risk0.53%
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