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Johnnys Fine Foods Inc 401 K Profit Sharing Plan Trust

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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 Fund Class RRRTCXBU.S. All Cap10fund risk0.5%
T. Rowe Price Retirement 2035 Fund Class RRRTPXBU.S. All Cap11fund risk0.5%
T. Rowe Price Retirement 2040 Fund Class RRRTDXCU.S. All Cap12fund risk0.5%
T. Rowe Price Retirement 2050 Fund Class RRRTFXCU.S. All Cap12fund risk0.5%
T. Rowe Price Retirement 2045 Fund Class RRRTRXCU.S. All Cap12fund risk0.5%
T. Rowe Price Retirement 2055 Fund Class RRRTVXCU.S. All Cap12fund risk0.5%
JPMorgan U.S. Equity Fund Class AJUEAXDU.S. Large Cap17fund risk0.97%
ClearBridge Aggressive Growth Fund Class ASHRAXFU.S. All Cap18fund risk1.23%
JPMorgan U.S. Small Company Fund Class AJTUAXF--U.S. Small Cap18fund risk1.25%
T. Rowe Price Retirement Balanced Fund Class RRRTIXBU.S. All Cap5fund risk0.5%
T. Rowe Price Retirement 2010 Fund Class RRRTAXAU.S. All Cap5fund risk0.5%
T. Rowe Price Retirement 2015 Fund Class RRRTMXBU.S. All Cap6fund risk0.5%
T. Rowe Price Retirement 2020 Fund Class RRRTBXBU.S. All Cap8fund risk0.5%
T. Rowe Price Retirement 2025 Fund Class RRRTNXBU.S. All Cap9fund risk0.5%
American Century Strategic Allocation: Moderate Fund A ClassACOAXBU.S. All Cap9fund risk1.31%
U.S. Equities - Growth     
Eagle Mid Cap Growth Fund Class AHAGAXD++U.S. Mid Cap - Growth20fund risk1.2%
Eagle Small Cap Growth Fund Class AHRSCXC--U.S. Small Cap - Growth23fund risk1.1%
U.S. Equities - Value     
Invesco Comstock Fund Class AACSTXFU.S. All Cap - Value15fund risk0.81%
AB Discovery Value Fund Class AABASXC--U.S. Small Cap - Value16fund risk1.22%
Global & Intl. Equity     
Federated International Leaders Fund Class A SharesFGFAXB-Europe15fund risk1.36%
Oppenheimer International Growth Fund Class AOIGAXDInternational Large Cap - Growth15fund risk1.2%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class ALIGRXB++Bond - U.S. Corporate2fund risk0.83%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate3fund risk0.74%
Loomis Sayles Strategic Income Fund Class ANEFZXC++Bond - U.S. High Yield3fund risk0.95%
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