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Culp, Inc. Employees Retirement Builder Plan

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PLAN FUNDS investment options ratings help
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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     
MFS Aggressive Growth Allocation Fund Class AMAAGXBU.S. All Cap10fund risk0.37%
MFS Core Equity Fund Class AMRGAXDU.S. Large Cap13fund risk1.1%
Prudential Jennison Small Company Fund Class APGOAXB--U.S. Small Cap15fund risk1.15%
MFS Moderate Allocation Fund Class AMAMAXBU.S. Large Cap6fund risk0.33%
MFS Growth Allocation Fund Class AMAGWXBU.S. All Cap9fund risk0.34%
U.S. Equities - Growth     
Franklin DynaTech Fund Class AFKDNXFU.S. Large Cap - Growth17fund risk0.94%
MFS Conservative Allocation Fund Class AMACFXA-U.S. Mid Cap - Growth4fund risk0.32%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXBU.S. Large Cap - Value11fund risk0.92%
American Century Mid Cap Value Fund A ClassACLAXB-U.S. Mid Cap - Value12fund risk1.25%
MFS Total Return Fund Class AMSFRXBU.S. Large Cap - Value7fund risk0.75%
Specialty     
Deutsche Real Estate Securities Fund Class ARRRAXB+U.S. Real Estate13fund risk0.96%
Global & Intl. Equity     
MFS International Diversification Fund Class BMDIFXAEurope10fund risk1.1%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Pioneer Bond Fund Class APIOBXB++Bond - Multi Sector3fund risk0.85%
Lord Abbett Bond-Debenture Fund Class R3LBNRXB++Bond - Emerging Market3fund risk1.11%
MFS Corporate Bond Fund Class R3MFBHXC++Bond - U.S. Corporate4fund risk0.82%
Other     
Culp, Inc.CFI Other0fund risk0%
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