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Datapath, Inc 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%
American Century Equity Growth Fund Investor ClassBEQGXDU.S. Large Cap12fund risk0.67%
U.S. Equities - Growth     
iShares Russell 2000 Growth ETFIWOC--U.S. Small Cap - Growth17fund risk0.25%
U.S. Equities - Value     
ClearBridge Large Cap Value Fund Class ISAIFXC-U.S. Mega Cap - Value11fund risk0.68%
Vanguard Selected Value Fund Investor SharesVASVXD--U.S. Mid Cap - Value13fund risk0.43%
Global & Intl. Equity     
Harding Loevner International Equity Portfolio Institutional ClassHLMIXCInternational Large Cap - Growth11fund risk0.87%
Vanguard Federal Money Market Fund Investor SharesVMFXXD+U.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Weitz Short-Intermediate Income Fund Institutional ClassWEFIXB++U.S. Treasury - Short / Intermediate1fund risk0.61%
TCW Core Fixed Income Fund Class InstitutionalTGCFXB++U.S. Treasury - Intermediate3fund risk0.44%
Nuveen Mid Cap Index Fund Class AFDXAX Other0fund risk0.73%
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