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Universal Avionics Systems Corporation 401(K) Profit Sharing 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     
American Funds American Balanced Fund Class AABALXCU.S. Large Cap12fund risk0.61%
American Funds Investment Company of America Class AAIVSXCU.S. Large Cap19fund risk0.61%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
T. Rowe Price Small-Cap Stock FundOTCFXB++U.S. Small Cap24fund risk0.91%
U.S. Equities - Growth     
T. Rowe Price Health Sciences FundPRHSXC--U.S. Mid Cap - Growth22fund risk0.79%
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXB--U.S. Large Cap - Growth24fund risk0.93%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
Fidelity Select Technology PortfolioFSPTXA--U.S. All Cap - Growth28fund risk0.77%
U.S. Equities - Value     
Invesco Comstock Fund Class AACSTXB++U.S. All Cap - Value28fund risk0.81%
Prudential Financial Services Fund Class ZPFSZXB++U.S. All Cap - Value29fund risk1.03%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Small Cap - Value30fund risk1.17%
Specialty     
Cohen & Steers Real Estate Securities Fund,Inc. Class ACSEIXC--U.S. Real Estate28fund risk1.23%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
Bonds     
MFS Government Securities Fund Class R4MFGJXC--U.S. Treasury - Intermediate3fund risk0.62%
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
Templeton Global Bond Fund Advisor ClassTGBAXC--U.S. Treasury - Intermediate4fund risk0.61%
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