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Eastern Warehouse Distributors Inc. 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 Target Retirement 2020 Fund Investor SharesVTWNXA--U.S. Mid Cap14fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXA--U.S. Mid Cap16fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXDU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXDU.S. All Cap21fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXFU.S. All Cap25fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXFU.S. All Cap25fund risk0.19%
Transamerica Asset Allocation Growth Portfolio Class RIGWRXD--U.S. Mid Cap27fund risk0.84%
Fidelity Advisor Small Cap Fund I ClassFSCIXB--U.S. Small Cap31fund risk0.7%
Oppenheimer Main Street Mid Cap Fund Class ROPMNXC--U.S. Mid Cap32fund risk1.39%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXB--U.S. Mid Cap10fund risk0.17%
U.S. Equities - Growth     
American Funds AMCAP Fund Class R-1RAFAXF++U.S. All Cap - Growth27fund risk1.47%
American Funds New Perspective Fund Class R-1RNPAXF++U.S. All Cap - Growth27fund risk1.56%
American Funds The Growth Fund of America Class R-1RGAAXF++U.S. All Cap - Growth27fund risk1.44%
Oppenheimer Capital Appreciation Fund Class ROTCNXD++U.S. All Cap - Growth29fund risk1.37%
Oppenheimer Global Fund Class ROGLNXF++U.S. All Cap - Growth30fund risk1.47%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class LMSHLXAU.S. Mid Cap - Growth31fund risk1.6%
U.S. Equities - Value     
BlackRock Equity Dividend Fund R SharesMRDVXB--U.S. Large Cap - Value28fund risk1.28%
Franklin Mutual Shares Fund Class RTESRXF--U.S. All Cap - Value29fund risk1.29%
Victory Sycamore Established Value Fund Class RGETGXB--U.S. Mid Cap - Value31fund risk1.22%
State Steet Russell Small Cap Value Index Ret OptF--U.S. Small Cap - Value34fund risk0.25%
Wells Fargo Common Stock Fund - Class R6SCSRXB--U.S. Mid Cap - Value35fund risk0.81%
Specialty     
Nuveen Real Estate Securities Fund Class R6FREGXC--U.S. Real Estate33fund risk0.88%
Global & Intl. Equity     
Transamerica Asset Allocation Moderate Portfolio Class RIMDRXC--Europe13fund risk0.76%
Transamerica Asset Allocation Moderate Growth Portfolio Class RIMGRXC--Europe19fund risk0.77%
Templeton Foreign Fund Class RTEFRXF--Europe23fund risk1.44%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--Europe8fund risk0.17%
Transamerica Asset Allocation Conservative Portfolio Class RICVRXA--International Small Cap9fund risk0.81%
Bonds     
Transamerica Stable Value OptionC+U.S. Cash / Money Market0fund risk0%
Templeton Global Bond Fund Class RFGBRXF++U.S. Treasury - Short4fund risk1.11%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXD+Bond - U.S. Corporate6fund risk0.58%
Pioneer Bond Fund Class RPBFRXF+Bond - U.S. Corporate6fund risk1.25%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Transamerica Partners Core Bond FundDVGCX Other0fund risk0.39%
Transamerica Partners High Yield Bond FundDVHYX Other0fund risk0.59%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
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