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Alloy Carbide Company 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 Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap12fund risk0.05%
Homestead Funds Value FundHOVLXDU.S. All Cap13fund risk0.64%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap14fund risk0.1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
U.S. Equities - Growth     
MassMutual Select Mid Cap Growth Equity Fund II Class R5MGRFXC-U.S. Mid Cap - Growth13fund risk0.86%
Vanguard Growth Index Fund Admiral SharesVIGAXC++U.S. Large Cap - Growth13fund risk0.09%
Alger Capital Appreciation Institutional Fund Class IALARXC++U.S. Large Cap - Growth14fund risk1.19%
USAA Science & Technology FundUSSCXD+U.S. All Cap - Growth16fund risk1.38%
Emerald Growth Fund Institutional ClassFGROXC--U.S. Small Cap - Growth17fund risk0.99%
Prudential Jennison Health Sciences Fund Class ZPHSZXD--U.S. Micro Cap - Growth19fund risk0.88%
U.S. Equities - Value     
Vanguard Value Index Fund Admiral SharesVVIAXC-U.S. Large Cap - Value11fund risk0.09%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXC--U.S. Mid Cap - Value12fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXB--U.S. Small Cap - Value14fund risk0.09%
Vanguard Materials Index Fund Admiral SharesVMIAXF-U.S. All Cap - Value15fund risk0.14%
Specialty     
Principal Real Estate Securities Fund Institutional ClassPIREXA+U.S. Real Estate12fund risk0.88%
Global & Intl. Equity     
DFA Emerging Markets Small Cap Portfolio Institutional ClassDEMSXC--Emerging Markets12fund risk0.75%
Oppenheimer International Small-Mid Company Fund Class IOSCIXDInternational Large Cap - Growth13fund risk0.83%
JOHCM International Select Fund Class I SharesJOHIXBInternational Large Cap - Growth9fund risk1.09%
Mainstay International Opportunities Fund Class IMYIIXC+International Large Cap9fund risk1.3%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Columbia Strategic Income Fund Class YCPHUXB++Bond - Emerging Market2fund risk0.64%
Lord Abbett Short Duration Income Fund Class ILLDYXB++Bond - Multi Sector2fund risk0.39%
Vanguard GNMA Fund Investor SharesVFIIXC++Bond - U.S. Mortgages2fund risk0.21%
PIMCO Income Fund Class PPONPXB++Bond - Emerging Market2fund risk0.55%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB++U.S. Treasury - Long3fund risk0.2%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
Templeton Global Bond Fund Advisor ClassTGBAXB++U.S. Treasury - Long4fund risk0.61%
Other     
JPMorgan Intrepid America Fund Class R5JIARX Other0fund risk0.79%
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