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Nch Healthcare System, 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     
Miller Convertible Bond Fund Class IMCIFXBU.S. All Cap10fund risk1%
Westwood Income Opportunity Fund Institutional ClassWHGIXBU.S. All Cap10fund risk0.86%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Loomis Sayles Global Equity and Income Fund Class YLSWWXC-U.S. Mega Cap14fund risk0.93%
T. Rowe Price Capital Appreciation FundPRWCXCU.S. All Cap14fund risk0.71%
Intrepid Capital Fund Institutional ClassICMVXA++U.S. Mid Cap15fund risk1.15%
Fidelity Balanced Fund Class KFBAKXBU.S. All Cap15fund risk0.46%
Fidelity Balanced FundFBALXBU.S. All Cap15fund risk0.57%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Health Care Fund Investor SharesVGHCXF-U.S. Mega Cap18fund risk0.35%
Vanguard Dividend Appreciation ETFVIGDU.S. All Cap19fund risk0.1%
PowerShares S&P 500 Low Volatility PortfolioSPLVFU.S. Large Cap19fund risk0.25%
MFS Massachusetts Investors Trust Class R3MITHXCU.S. Large Cap20fund risk0.72%
SPDR S&P 500 ETF TrustSPYCU.S. Large Cap20fund risk0.09%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market ETFVTICU.S. All Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap21fund risk0.17%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Fidelity Total Market IndexFSKAXCU.S. All Cap21fund risk0.05%
Vanguard PRIMECAP Fund Investor SharesVPMCXBU.S. All Cap21fund risk0.45%
Sterling Capital Special Opportunities Fund Institutional SharesBOPIXAU.S. All Cap22fund risk0.99%
Strategic Advisers Small-Mid Cap FundFSCFXA++U.S. Small Cap27fund risk0.45%
Fidelity Leveraged Company Stock Fund Class KFLCKXAU.S. All Cap27fund risk0.68%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
U.S. Equities - Growth     
The Merger Fund Investor ClassMERFXA+U.S. Small Cap - Growth3fund risk1.26%
Fidelity Select Health Care PortfolioFSPHXC--U.S. Mid Cap - Growth20fund risk0.76%
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
Powershares QQQ Trust Series 1QQQB--U.S. Mega Cap - Growth26fund risk0%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
Vanguard Extended Market ETFVXFA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
Vanguard Dividend Growth Fund Investor SharesVDIGXF+U.S. Mega Cap - Value19fund risk0.31%
FMI Large Cap FundFMIHXC++U.S. Large Cap - Value20fund risk0.96%
Invesco Diversified Dividend Fund Investor ClassLCEIXF++U.S. All Cap - Value21fund risk0.86%
Vanguard Equity-Income Fund Investor SharesVEIPXC+U.S. Mega Cap - Value21fund risk0.3%
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value21fund risk0.68%
Sterling Capital Equity Income Fund Institutional SharesBEGIXB+U.S. Mega Cap - Value21fund risk0.95%
First Trust Value Line Dividend Index FundFVDF++U.S. Large Cap - Value21fund risk0.7%
Fidelity Mega Cap Stock FundFGRTXA+U.S. Mega Cap - Value22fund risk0.68%
Fidelity Small Cap Discovery FundFSCRXA++U.S. Mid Cap - Value30fund risk1.01%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Vanguard Explorer Value Fund Investor SharesVEVFXC++U.S. Small Cap - Value32fund risk0.6%
JPMorgan Chase & Co.JPMA++U.S. All Cap - Value39fund risk0%
Vanguard Wellesley Income Fund Investor SharesVWINXD+U.S. Mega Cap - Value8fund risk0.25%
Specialty     
TIAA-CREF Real Estate Securities Fund Retail ClassTCREXB--U.S. Real Estate25fund risk0.86%
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Fidelity Real Estate Investment PortfolioFRESXD--U.S. Real Estate28fund risk0.8%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Strategic Advisers International FundFILFXAInternational Large Cap18fund risk0.17%
Strategic Advisers Emerging Markets FundFSAMXB++Emerging Markets20fund risk0.21%
Vanguard International Growth Fund Investor SharesVWIGXA++Emerging Markets23fund risk0.48%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Strategic Advisers Short Duration FundFAUDXC++Bond - U.S. High Yield1fund risk0.11%
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXB-Bond - U.S. Corporate2fund risk0.2%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB--U.S. Treasury - Intermediate2fund risk0.2%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Fidelity Total Bond FundFTBFXC-Bond - U.S. Corporate3fund risk0.45%
Strategic Advisers Core Income FundFPCIXB-Bond - Multi Sector3fund risk0.08%
PIMCO Income Fund Institutional ClassPIMIXA++Bond - U.S. High Yield3fund risk0.45%
Templeton Global Bond Fund Class ATPINXC--U.S. Treasury - Intermediate4fund risk0.86%
John Hancock Income Fund Class AJHFIXC++Bond - U.S. High Yield4fund risk0.86%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield6fund risk0.13%
Strategic Advisers Income Opportunities FundFPIOXB++Bond - U.S. High Yield6fund risk0.02%
Other     
Vantagepoint Select Value InvestorVPSVX Other0fund risk0.98%
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXX Other0fund risk0%
Strategic Advisers Value FundFVSAX Other0fund risk0.31%
Strategic Advisers Core FundFCSAX Other0fund risk0.2%
Strategic Advisers Growth FundFSGFX Other0fund risk0.31%
Arden Alternative Strategies IARDNX Other0fund risk2.43%
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