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401(k) Guidance
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Reynolds, Smith & Hills, Inc. Emp 401(K)
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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
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
10
0.65%
MFS Moderate Allocation Fund Class R4
MAMJX
C
U.S. All Cap
11
0.08%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
12
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
B
U.S. All Cap
13
0.72%
MFS Growth Allocation Fund Class R4
MAGJX
C
U.S. All Cap
15
0.09%
T. Rowe Price Retirement 2030 Fund
TRRCX
B
U.S. All Cap
15
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
B
U.S. All Cap
17
0.76%
MFS Aggressive Growth Allocation Fund Class R4
MAALX
C
U.S. All Cap
18
0.12%
T. Rowe Price Retirement 2040 Fund
TRRDX
B
U.S. All Cap
18
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
B
U.S. All Cap
19
0.76%
Dreyfus Institutional S&P 500 Stock Index Fund Class I
DSPIX
F
U.S. Large Cap
21
0.2%
MFS Conservative Allocation Fund Class R4
MACJX
C
U.S. All Cap
8
0.08%
T. Rowe Price Retirement 2005 Fund
TRRFX
B
U.S. All Cap
8
0.58%
T. Rowe Price Retirement Balanced Fund
TRRIX
B
U.S. All Cap
9
0.56%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
9
0.61%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund Advisor Class
PABGX
F--
U.S. Large Cap - Growth
25
1%
JPMorgan Mid Cap Growth Fund Select Class
HLGEX
A--
U.S. Mid Cap - Growth
25
0.93%
U.S. Equities - Value
MFS Total Return Fund Class R3
MSFHX
B+
U.S. Mega Cap - Value
12
0.75%
MFS Value Fund Class R3
MEIHX
D+
U.S. Mega Cap - Value
21
0.91%
T. Rowe Price Mid-Cap Value Fund
TRMCX
A++
U.S. Mid Cap - Value
26
0.8%
Delaware Small Cap Value Fund Institutional Class
DEVIX
D++
U.S. Small Cap - Value
35
1%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
19
0.84%
Columbia Acorn International Fund Class A
LAIAX
A-
International Large Cap - Growth
19
1.23%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Lord Abbett Short Duration Income Fund Class I
LLDYX
B++
Bond - U.S. High Yield
2
0.39%
MFS Total Return Bond Fund Class R3
MRBHX
C-
Bond - U.S. Corporate
3
0.89%
Other
Invesco Small Cap Discovery Fund Class A
VASCX
Other
0
1.32%
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