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The Colony Group, Llc 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     
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap12fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap12fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF++U.S. Large Cap - Growth14fund risk0.74%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Fund Class IJVLIXF-U.S. Large Cap - Value13fund risk0.83%
Victory Sycamore Small Company Opportunity Fund Class IVSOIXB--U.S. Small Cap - Value14fund risk0.98%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXB--International Large Cap10fund risk0.14%
Touchstone International Small Cap Fund InstitutionalTNSIXFInternational Large Cap - Growth11fund risk1.05%
Fidelity International Growth FundFIGFXAInternational Large Cap - Growth11fund risk1.11%
Harding Loevner Institutional Emerging Markets Portfolio Class IHLMEXA--Emerging Markets14fund risk1.3%
John Hancock Funds Global Absolute Return Strategies Fund Class IJHAIXF--Emerging Markets15fund risk1.42%
MFS International Value Fund Class R4MINHXAInternational Large Cap - Growth9fund risk0.83%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class MMWTRXB++U.S. Treasury - Intermediate3fund risk0.62%
BlackRock Total Return Fund Institutional SharesMAHQXB++U.S. Treasury - Intermediate3fund risk0.73%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
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