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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 Funds American Mutual Fund Class R-3RMFCXCU.S. Large Cap11fund risk0.96%
Touchstone Mid Cap Fund Class ATMAPXA-U.S. Mid Cap14fund risk1.21%
Invesco Select Companies Fund Class RATIRXF-U.S. Mid Cap22fund risk1.41%
American Century Investments One Choice 2020 Portfolio A ClassARBMXBU.S. All Cap6fund risk0.45%
American Century Investments One Choice 2025 Portfolio R ClassARWRXBU.S. All Cap7fund risk0.7%
American Funds American Balanced Fund Class R-3RLBCXBU.S. Large Cap8fund risk0.94%
Ivy Asset Strategy Fund Class AWASAXBU.S. Large Cap9fund risk0.96%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-3RGACXDU.S. All Cap - Growth16fund risk0.98%
Prudential Jennison Mid Cap Growth Fund Class APEEAXCU.S. Mid Cap - Growth17fund risk1.07%
AllianzGI Focused Growth Fund Class APGWAXD+U.S. Large Cap - Growth19fund risk1.11%
Rydex NASDAQ-100 Fund Class ARYATXD+U.S. Mega Cap - Growth19fund risk1.54%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXCU.S. Large Cap - Value13fund risk0.92%
Invesco Comstock Fund Class RACSRXDU.S. All Cap - Value15fund risk1.06%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXC+U.S. Real Estate14fund risk1.25%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-3RERCXC+International Large Cap - Growth13fund risk1.14%
BlackRock International Opportunities Portfolio Investor A SharesBREAXC+International Large Cap - Growth10fund risk1.52%
Bonds     
Oppenheimer Limited-Term Bond Fund Class AOUSGXB++Bond - Multi Sector2fund risk0.9%
MainStay High Yield Corporate Bond Fund Class R2MHYRXC++Bond - U.S. High Yield3fund risk1.11%
American Century Global Gold Fund A ClassACGGXC++U.S. Treasury - Short / Intermediate25fund risk0.92%
American Funds Capital World Bond Fund Class R-3RCWCXB++U.S. Treasury - TIPS3fund risk1.21%
PIMCO Real Return Fund Class APRTNXC++U.S. Treasury - TIPS4fund risk0.85%
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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