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Connolly Consulting Associates 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     
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
U.S. Equities - Growth     
Baird MidCap Fund Investor ClassBMDSXA--U.S. Mid Cap - Growth24fund risk1.1%
MainStay Large Cap Growth Fund Class R1MLRRXD--U.S. Large Cap - Growth25fund risk0.87%
U.S. Equities - Value     
Invesco Growth and Income Fund Class RACGLXB++U.S. All Cap - Value26fund risk1.06%
Artisan Mid Cap Value Fund Institutional ClassAPHQXB++U.S. Mid Cap - Value29fund risk0.98%
Wells Fargo & CoWFCF++U.S. Small Cap - Value50fund risk0%
Global & Intl. Equity     
Ivy International Core Equity Fund Class YIVVYXBEurope20fund risk1.29%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Dodge & Cox Income FundDODIXB-Bond - U.S. Corporate3fund risk0.43%
Laudus Mondrian Emerging Markets Fund Institutional Class InstitutionalLEMNX Other0fund risk1.45%
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