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401k, 403b plan

Accellion, Inc. 401(K) 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     
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXCU.S. All Cap11fund risk0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXCU.S. All Cap13fund risk0.04%
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXBU.S. All Cap15fund risk0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXBU.S. All Cap17fund risk0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXBU.S. All Cap18fund risk0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXBU.S. All Cap18fund risk1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXBU.S. All Cap19fund risk0.04%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXBU.S. All Cap7fund risk0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXBU.S. All Cap8fund risk0.03%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Investor SharesVMGIXB--U.S. Mid Cap - Growth24fund risk0.24%
U.S. Equities - Value     
Invesco Comstock Fund R5 ClassACSHXB++U.S. All Cap - Value28fund risk0.49%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Oppenheimer International Growth Fund Class IOIGIXA-International Large Cap - Growth19fund risk0.72%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Funds U.S. Government Securities Fund Class R-6RGVGXB--U.S. Treasury - Intermediate / Long3fund risk0.26%
Wells Fargo Core Bond Fund - Class InstMBFIXB-Bond - Multi Sector3fund risk0.42%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield4fund risk0.75%
JPMorgan SmartRetirement 2015 Fund Institutional Class SharesJSFIX Other0fund risk0.03%
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