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Falconwood, Inc. 401K Profit Sharing Plan And Tr

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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     
American Century Investments One Choice 2020 Portfolio A ClassARBMXB--U.S. Mid Cap13fund risk0.45%
American Century Investments One Choice 2025 Portfolio R ClassARWRXDU.S. All Cap15fund risk0.7%
American Funds American Balanced Fund Class R-3RLBCXCU.S. All Cap18fund risk0.94%
Touchstone Mid Cap Fund Class ATMAPXB--U.S. Mid Cap31fund risk1.21%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-3RGACXD++U.S. All Cap - Growth29fund risk0.98%
AllianzGI Focused Growth Fund Class APGWAXB++U.S. All Cap - Growth33fund risk1.11%
Rydex NASDAQ-100 Fund Class ARYATXB++U.S. Mega Cap - Growth33fund risk1.54%
Prudential Jennison Mid Cap Growth Fund Class APEEAXC+U.S. Mid Cap - Growth34fund risk1.07%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-3RMFCXB--U.S. Mega Cap - Value27fund risk0.96%
MFS Value Fund Class AMEIAXB--U.S. Large Cap - Value32fund risk0.92%
Invesco Comstock Fund Class RACSRXF--U.S. All Cap - Value36fund risk1.06%
Invesco Select Companies Fund Class RATIRXF--U.S. Mid Cap - Value42fund risk1.41%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXD--U.S. Real Estate37fund risk1.25%
American Century Global Gold Fund A ClassACGGXA++Gold43fund risk0.92%
Global & Intl. Equity     
Ivy Asset Strategy Fund Class AWASAXB--Europe22fund risk0.96%
BlackRock International Opportunities Portfolio Investor A SharesBREAXD--International Large Cap - Growth23fund risk1.52%
American Funds EuroPacific Growth Fund Class R-3RERCXA--Europe26fund risk1.14%
Bonds     
Oppenheimer Limited-Term Bond Fund Class AOUSGXD++Bond - U.S. Corporate4fund risk0.9%
American Funds Capital World Bond Fund Class R-3RCWCXD++Bond - U.S. Corporate6fund risk1.21%
PIMCO Real Return Fund Class APRTNXC++U.S. Treasury - TIPS8fund risk0.85%
MainStay High Yield Corporate Bond Fund Class R2MHYRXF--Bond - U.S. High Yield9fund risk1.11%
Other     
Nuveen Strategy Growth Allocation AFAGSX Other0fund risk0.4%
Putnam Capital Opportunities Fund Class RPCORX Other0fund risk1.43%
Morgan Stanley Liquid Asset FundDWLXX Other0fund risk0%
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