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Hawaii Pacific Health 401(k)

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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     
Transamerica Shs -R4- Stock Index FundTSTFXFU.S. Large Cap12fund risk0%
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXCU.S. Large Cap12fund risk0.21%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap14fund risk0%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. Large Cap4fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. Large Cap4fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. Large Cap4fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. Large Cap5fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. Large Cap6fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. Large Cap7fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXCU.S. Large Cap8fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. Large Cap9fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. Large Cap9fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. Large Cap10fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. Large Cap10fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXCU.S. Large Cap10fund risk0%
T. Rowe Price Retirement 2055 FundTRRNXDU.S. Large Cap10fund risk0.76%
U.S. Equities - Growth     
Pioneer Fundamental Growth Fund Class YFUNYXC++U.S. Large Cap - Growth13fund risk0.82%
The Hartford MidCap Fund Class YHMDYXD-U.S. Mid Cap - Growth14fund risk0.77%
Baron Small Cap Fund Institutional ClassBSFIXD-U.S. Mid Cap - Growth15fund risk1.05%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXC--U.S. Mid Cap - Value12fund risk0.89%
Dodge & Cox Stock FundDODGXD-U.S. All Cap - Value14fund risk0.52%
Columbia Small Cap Value Fund II Class ZNSVAXD--U.S. Small Cap - Value15fund risk1.04%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXB+U.S. Real Estate16fund risk0.88%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXB--International Large Cap10fund risk0.12%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets13fund risk1.35%
Lazard International Strategic Equity Portfolio Open SharesLISOXB-Europe10fund risk1.1%
Bonds     
NYL Guaranteed Interest AccountC+U.S. Cash / Money Market0fund risk0%
Pioneer Strategic Income Fund Class YSTRYXB++Bond - U.S. Corporate2fund risk0.74%
Eaton Vance Income Fund of Boston Class AEVIBXC+Bond - U.S. High Yield3fund risk1%
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXB++U.S. Treasury - Intermediate3fund risk0.81%
Templeton Global Bond Fund Advisor ClassTGBAXB++U.S. Treasury - Long4fund risk0.61%
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