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Virginia Cardiovascular Consultants, Pc 401(K) Profit Sharing Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
10
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
12
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
B
U.S. All Cap
13
0.72%
T. Rowe Price Retirement 2030 Fund
TRRCX
B
U.S. All Cap
15
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
B
U.S. All Cap
17
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
B
U.S. All Cap
18
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
B
U.S. All Cap
19
0.76%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
21
0.05%
Oppenheimer Global Fund Class Fund Class Y
OGLYX
C-
U.S. Mega Cap
22
0.92%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
D++
U.S. Mid Cap
23
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
C++
U.S. Small Cap
27
0.09%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
9
0.61%
U.S. Equities - Growth
Alger Capital Appreciation Institutional Fund Class I
ALARX
D--
U.S. Large Cap - Growth
24
1.19%
T. Rowe Price Blue Chip Growth Fund
TRBCX
F--
U.S. Large Cap - Growth
25
0.74%
JPMorgan Mid Cap Growth Fund Class R5
JMGFX
A--
U.S. Mid Cap - Growth
25
0.79%
Oppenheimer Discovery Fund Class Y
ODIYX
A--
U.S. Mid Cap - Growth
28
0.91%
U.S. Equities - Value
MFS Value Fund Class R6
MEIKX
D+
U.S. Mega Cap - Value
21
0.56%
JPMorgan Small Cap Value Fund Select Class
PSOPX
C++
U.S. Small Cap - Value
36
0.99%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
19
0.54%
Oppenheimer Developing Markets Fund Class Y
ODVYX
D++
Emerging Markets
20
1.01%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Templeton Global Bond Fund Advisor Class
TGBAX
C--
U.S. Treasury - Intermediate
4
0.61%
Prudential Total Return Bond Fund Class Z
PDBZX
B-
Bond - Multi Sector
4
0.6%
Other
Oppenheimer Real Estate Fund Class Y
OREYX
Other
0
1.17%
Calvert U.S. Large Cap Core Responsible Index Fund Class Y
CISYX
Other
0
0.6%
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