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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 AABALXDU.S. All Cap19fund risk0.61%
American Funds Investment Company of America Class AAIVSXDU.S. Large Cap29fund risk0.61%
Vanguard 500 Index Fund Admiral ClassVFIAXDU.S. Large Cap34fund risk0.05%
T. Rowe Price Small-Cap Stock FundOTCFXA--U.S. Small Cap36fund risk0.91%
U.S. Equities - Growth     
T. Rowe Price Health Sciences FundPRHSXA++U.S. Mid Cap - Growth31fund risk0.79%
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXC++U.S. All Cap - Growth34fund risk0.93%
Fidelity Select Technology PortfolioFSPTXA++U.S. Large Cap - Growth38fund risk0.77%
Vanguard Extended Market Index Fund Admiral SharesVEXAXCU.S. Small Cap - Growth39fund risk0.1%
U.S. Equities - Value     
Invesco Comstock Fund Class AACSTXF--U.S. All Cap - Value40fund risk0.81%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF--U.S. Small Cap - Value42fund risk1.17%
Prudential Financial Services Fund Class ZPFSZXB--U.S. Mid Cap - Value42fund risk1.03%
Specialty     
Cohen & Steers Real Estate Securities Fund,Inc. Class ACSEIXB--U.S. Real Estate42fund risk1.23%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA--Europe27fund risk0.84%
Oppenheimer Developing Markets Fund Class YODVYXC-Emerging Markets28fund risk1.01%
Bonds     
Templeton Global Bond Fund Advisor ClassTGBAXF++Bond - Multi Sector4fund risk0.61%
MFS Government Securities Fund Class R4MFGJXC++U.S. Treasury - Intermediate4fund risk0.62%
Metropolitan West Total Return Bond Fund Class MMWTRXB++Bond - Multi Sector5fund risk0.62%
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