Viawest, Inc. 401(K) Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	12	0.65%
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	D	U.S. Large Cap	21	0.16%
Victory Munder Mid-Cap Core Growth Fund Class R6	MGOSX	D++	U.S. Mid Cap	25	0.89%
U.S. Equities - Growth
Principal LargeCap Growth Fund I Institutional Class	PLGIX	D--	U.S. All Cap - Growth	23	0.61%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C+	U.S. Small Cap - Growth	26	0%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	D+	U.S. Mega Cap - Value	21	0.91%
Principal MidCap S&P 400 Index Fund Institutional Class	MPSIX	B++	U.S. Mid Cap - Value	27	0.21%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	28	0.74%
Principal SmallCap S&P 600 Index Fund Institutional Class	PSSIX	C++	U.S. Small Cap - Value	33	0.21%
Undiscovered Managers Behavioral Value Fund Class R6	UBVFX	C++	U.S. Small Cap - Value	42	0.79%
Specialty
Principal Real Estate Securities Fund Institutional Class	PIREX	C--	U.S. Real Estate	27	0.88%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	19	0.84%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
Principal Core Plus Bond Fund Institutional Class	PMSIX	C-	Bond - U.S. Corporate	3	0.52%
Templeton Global Bond Fund Class R6	FBNRX	F--	U.S. Treasury - Intermediate	4	0.51%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information