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Taylor Companies 401(K) And Profit Sharing Plans

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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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXBU.S. All Cap19fund risk0%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
Franklin Small Cap Growth Fund Advisor ClassFSSAXA+U.S. Small Cap - Growth26fund risk0.9%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class R5OIERXC+U.S. Mega Cap - Value21fund risk0.58%
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXD++U.S. Mid Cap - Value26fund risk1%
Wells Fargo Special Mid Cap Value Fund - Class InstWFMIXC++U.S. Mid Cap - Value26fund risk0.85%
Columbia Mid Cap Index Fund Class ZNMPAXB++U.S. Mid Cap - Value28fund risk0.2%
Columbia Small Cap Index Fund Class ZNMSCXC++U.S. Small Cap - Value33fund risk0.2%
Victory Integrity Small-Cap Value Fund Class YVSVIXC++U.S. Small Cap - Value39fund risk1.25%
Specialty     
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth19fund risk0.54%
VanEck Emerging Markets Fund Class IEMRIXD++Emerging Markets20fund risk1.25%
Bonds     
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Goldman Sachs Inflation Protected Securities Fund InstitutionalGSIPXC+U.S. Treasury - TIPS4fund risk0.29%
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Following Plans

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