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United Surgical Partners International 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     
SSgA S&P 500 Index Fund N ClassSVSPXCU.S. Large Cap21fund risk0.17%
Principal MidCap Fund R-5 ClassPMBPXF++U.S. Mid Cap24fund risk0.86%
JPMorgan Dynamic Small Cap Growth Fund Class AVSCOXC++U.S. Small Cap28fund risk1.33%
U.S. Equities - Growth     
Janus Forty Fund Class AJDCAXB--U.S. Large Cap - Growth24fund risk0.84%
American Century Heritage Fund Investor ClassTWHIXB--U.S. Mid Cap - Growth27fund risk1%
U.S. Equities - Value     
BlackRock Mid Cap Value Opportunities Fund Class R SharesMRRFXB++U.S. Mid Cap - Value27fund risk1.47%
VY Invesco Comstock Portfolio Class AIVKAXB++U.S. All Cap - Value28fund risk1.24%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXF++U.S. Small Cap - Value30fund risk1.02%
Global & Intl. Equity     
Thornburg International Value Fund Class R5TIVRXAEurope17fund risk0.96%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
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