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401k, 403b plan

Reynolds, Smith & Hills, Inc. Emp 401(K)

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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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
MFS Moderate Allocation Fund Class R4MAMJXCU.S. All Cap11fund risk0.08%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
MFS Growth Allocation Fund Class R4MAGJXCU.S. All Cap15fund risk0.09%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
MFS Aggressive Growth Allocation Fund Class R4MAALXCU.S. All Cap18fund risk0.12%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
Dreyfus Institutional S&P 500 Stock Index Fund Class IDSPIXFU.S. Large Cap21fund risk0.2%
MFS Conservative Allocation Fund Class R4MACJXCU.S. All Cap8fund risk0.08%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXF--U.S. Large Cap - Growth25fund risk1%
JPMorgan Mid Cap Growth Fund Select ClassHLGEXA--U.S. Mid Cap - Growth25fund risk0.93%
U.S. Equities - Value     
MFS Total Return Fund Class R3MSFHXB+U.S. Mega Cap - Value12fund risk0.75%
MFS Value Fund Class R3MEIHXD+U.S. Mega Cap - Value21fund risk0.91%
T. Rowe Price Mid-Cap Value FundTRMCXA++U.S. Mid Cap - Value26fund risk0.8%
Delaware Small Cap Value Fund Institutional ClassDEVIXD++U.S. Small Cap - Value35fund risk1%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Columbia Acorn International Fund Class ALAIAXA-International Large Cap - Growth19fund risk1.23%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Lord Abbett Short Duration Income Fund Class ILLDYXB++Bond - U.S. High Yield2fund risk0.39%
MFS Total Return Bond Fund Class R3MRBHXC-Bond - U.S. Corporate3fund risk0.89%
Other     
Invesco Small Cap Discovery Fund Class AVASCX Other0fund risk1.32%
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