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Ace Hardware Corporation 401(K) Savings And 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     
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXCU.S. All Cap10fund risk0.17%
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXCU.S. All Cap13fund risk0.19%
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXCU.S. All Cap15fund risk0.18%
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXCU.S. All Cap17fund risk0.2%
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXCU.S. All Cap19fund risk0%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Fidelity Mid Cap IndexFSMDXC++U.S. Mid Cap24fund risk0.04%
T. Rowe Price Institutional Small-Cap Stock FundTRSSXB++U.S. Small Cap24fund risk0.68%
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXCU.S. All Cap8fund risk0.18%
U.S. Equities - Growth     
Fidelity Growth Company Fund Class KFGCKXA--U.S. All Cap - Growth27fund risk0.71%
U.S. Equities - Value     
FPA Crescent FundFPACXA++U.S. Large Cap - Value18fund risk1.14%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. Mid Cap - Value24fund risk0.8%
Boston Partners All Cap Value Fund Institutional ClassBPAIXC++U.S. All Cap - Value24fund risk0.7%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
Oakmark International Fund Class InstitutionalOANIXA+International Large Cap - Value29fund risk0%
Bonds     
Fidelity Managed Income Portfolio IICU.S. Cash / Money Market0fund risk0%
BlackRock Strategic Income Opportunities Portfolio Institutional SharesBSIIXA++Bond - U.S. High Yield2fund risk0.65%
Carillon Reams Core Plus Bond Fund Class IC-Bond - Multi Sector3fund risk0.07%
JPMorgan High Yield Fund Class R5JYHRXB++Bond - U.S. High Yield6fund risk0.79%
Other     
MassMutual Select Mid Cap Growth Eq YMCGYX Other0fund risk0.98%
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