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Hawaii Pacific Health 401(k)

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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     
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXCU.S. All Cap13fund risk0%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap13fund risk0.76%
Transamerica Shs -R4- Stock Index FundTSTFXDU.S. Large Cap17fund risk0%
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXCU.S. All Cap17fund risk0.21%
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap19fund risk0%
T. Rowe Price Retirement 2005 FundTRRFXAU.S. All Cap5fund risk0.58%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap6fund risk0.61%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap6fund risk0.56%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap9fund risk0.72%
U.S. Equities - Growth     
Pioneer Fundamental Growth Fund Class YFUNYXBU.S. Large Cap - Growth18fund risk0.82%
The Hartford MidCap Fund Class YHMDYXDU.S. Mid Cap - Growth19fund risk0.77%
Baron Small Cap Fund Institutional ClassBSFIXFU.S. Mid Cap - Growth23fund risk1.05%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXBU.S. Mid Cap - Value16fund risk0.89%
Dodge & Cox Stock FundDODGXFU.S. All Cap - Value17fund risk0.52%
Columbia Small Cap Value Fund II Class ZNSVAXD--U.S. Small Cap - Value19fund risk1.04%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXB++U.S. Real Estate18fund risk0.88%
Global & Intl. Equity     
Lazard International Strategic Equity Portfolio Open SharesLISOXCInternational Large Cap - Growth12fund risk1.1%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXC--International Large Cap13fund risk0.12%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets16fund risk1.35%
Bonds     
Pioneer Strategic Income Fund Class YSTRYXB++Bond - U.S. Corporate2fund risk0.74%
Metropolitan West Total Return Bond Fund Administrative ClassMWTNXB++U.S. Treasury - Intermediate3fund risk0.81%
Eaton Vance Income Fund of Boston Class AEVIBXC++Bond - U.S. High Yield4fund risk1%
Templeton Global Bond Fund Advisor ClassTGBAXA++U.S. Treasury - Intermediate6fund risk0.61%
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