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Novatel Wireless, Inc. 401(K) Retirement 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     
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 2055 FundTRRNXCU.S. All Cap13fund risk0.76%
Fidelity 500 IndexFXAIXCU.S. Large Cap17fund risk0.02%
T. Rowe Price Small-Cap Stock FundOTCFXA--U.S. Small Cap17fund risk0.91%
Columbia Mid Cap Index Fund Class ZNMPAXDU.S. Mid Cap18fund risk0.2%
Columbia Small Cap Index Fund Class ANMSAXC--U.S. Small Cap20fund risk0.45%
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     
T. Rowe Price Mid-Cap Growth FundRPMGXBU.S. Mid Cap - Growth17fund risk0.78%
T. Rowe Price New Horizons FundPRNHXCU.S. Mid Cap - Growth19fund risk0.8%
T. Rowe Price Growth Stock FundPRGFXFU.S. Large Cap - Growth20fund risk0.69%
Fidelity Select Software & IT Services PortfolioFSCSXBU.S. Large Cap - Growth22fund risk0.78%
U.S. Equities - Value     
American Century Mid Cap Value Fund Investor ClassACMVXBU.S. Mid Cap - Value15fund risk1%
Victory Sycamore Small Company Opportunity Fund Class IVSOIXA--U.S. Small Cap - Value16fund risk0.98%
Global & Intl. Equity     
T. Rowe Price International Equity Index FundPIEQXC--International Large Cap13fund risk0.5%
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth15fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
T. Rowe Price U.S. Bond Enhanced Index FundPBDIXB++Bond - Multi Sector3fund risk0.3%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector4fund risk0.71%
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