Oncore Manufacturing Llc 401K Profit Share Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Principal LifeTime 2020 Fund R-5 Class	PTBPX	C	U.S. All Cap	10	0.29%
Principal LifeTime 2025 Fund R-5 Class	LTPDX	C	U.S. All Cap	12	0.29%
Principal LifeTime 2030 Fund R-5 Class	PTCPX	B	U.S. All Cap	14	0.29%
Principal LifeTime 2035 Fund R-5 Class	LTPEX	C	U.S. All Cap	15	0.29%
Principal LifeTime 2040 Fund R-5 Class	PTDPX	B	U.S. All Cap	16	0.29%
Principal LifeTime 2045 Fund R-5 Class	LTRDX	B	U.S. All Cap	18	0.3%
Principal LifeTime 2050 Fund R-5 Class	PTEFX	B	U.S. All Cap	18	0.29%
Principal LifeTime 2055 Fund R-5 Class	LTFPX	B	U.S. All Cap	19	0.31%
Principal LifeTime 2060 Fund Class R-5	PLTOX	B	U.S. All Cap	19	0.34%
Principal Capital Appreciation Fund R-5 Class	PCAQX	C-	U.S. Mega Cap	20	0.73%
Principal LargeCap S&P 500 Index Fund R-5 Class	PLFPX	D	U.S. Large Cap	21	0.41%
Principal MidCap Fund R-5 Class	PMBPX	F++	U.S. Mid Cap	24	0.86%
Goldman Sachs Small Cap Equity Insights Fund Service	GCSSX	F++	U.S. Small Cap	30	1.36%
Principal LifeTime Strategic Income Fund R-5 Class	PLSPX	C	U.S. All Cap	5	0.29%
Principal LifeTime 2010 Fund R-5 Class	PTAPX	C	U.S. All Cap	7	0.29%
Principal LifeTime 2015 Fund R-5 Class	LTPFX	C	U.S. All Cap	8	0.29%
U.S. Equities - Growth
Lord Abbett Developing Growth Fund Class R3	LADRX	A--	U.S. Mid Cap - Growth	32	1.26%
U.S. Equities - Value
Principal Diversified Real Asset Fund Class A	PRDAX	B++	U.S. All Cap - Value	12	1.25%
Principal Equity Income Fund R-5 Class	PEIQX	C++	U.S. Large Cap - Value	21	0.77%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A	EAASX	D++	U.S. Mid Cap - Value	26	1.25%
American Beacon Large Cap Value Fund Advisor Class	AVASX	B++	U.S. All Cap - Value	26	1.07%
Principal MidCap Value Fund I R-5 Class	PABVX	B++	U.S. Mid Cap - Value	27	1.22%
Principal MidCap S&P 400 Index Fund R-5 Class	PMFPX	B++	U.S. Mid Cap - Value	27	0.42%
Principal SmallCap S&P 600 Index Fund R-5 Class	PSSPX	C++	U.S. Small Cap - Value	33	0.42%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	36	1.24%
Global & Intl. Equity
MFS International New Discovery Fund Class R2	MIDRX	F++	International Small Cap	15	1.64%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	19	1.14%
Oppenheimer International Growth Fund Class R	OIGNX	A-	International Large Cap - Growth	19	1.44%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Principal Core Plus Bond Fund R-5 Class	PBMPX	C-	Bond - U.S. Corporate	3	0.78%
Templeton Global Bond Fund Class A	TPINX	C--	U.S. Treasury - Intermediate	4	0.86%
Other
Principal LargeCap Growth Fund I R-5 Class	PPUPX		Other	0	0.85%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information