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Iomax Usa, 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     
American Funds 2025 Target Date Retirement Fund Class R-4RDDTXCU.S. Large Cap10fund risk0%
American Funds 2030 Target Date Retirement Fund Class R-4RDETXCU.S. Large Cap12fund risk0%
American Funds 2035 Target Date Retirement Fund Class R-4RDFTXBU.S. Large Cap15fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-4RDGTXBU.S. Large Cap16fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-4RDHTXBU.S. Large Cap16fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-4RDJTXBU.S. Large Cap17fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-4RDITXBU.S. Large Cap17fund risk0%
Eaton Vance Worldwide Health Sciences Fund Class IEIHSXF-U.S. Mega Cap17fund risk1.14%
American Funds Capital World Growth and Income Fund Class R-4RWIEXBU.S. Large Cap17fund risk0.8%
MFS Massachusetts Investors Trust Class R4MITDXCU.S. Large Cap20fund risk0.47%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Sentinel Common Stock Fund Class ASENCXA-U.S. Mega Cap21fund risk1.03%
ClearBridge Aggressive Growth Fund Class FILMPFXCU.S. All Cap23fund risk1.3%
Prudential Jennison Small Company Fund Class QPJSQXA++U.S. Mid Cap27fund risk0.7%
American Funds 2015 Target Date Retirement Fund Class R-4RDBTXCU.S. All Cap9fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-4RDCTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
Ivy Mid Cap Growth Fund Class YWMGYXA--U.S. Mid Cap - Growth24fund risk1.23%
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
Columbia Seligman Communications and Information Fund Class R4SCIOXA--U.S. All Cap - Growth29fund risk1.16%
U.S. Equities - Value     
Franklin Income Fund Class AFKINXA+U.S. Mega Cap - Value12fund risk0.62%
Dodge & Cox Global Stock FundDODWXA++U.S. All Cap - Value25fund risk0.65%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Columbia Mid Cap Index Fund Class R5 SharesCPXRXB++U.S. Mid Cap - Value27fund risk0.2%
Columbia Mid Cap Value Fund Class ACMUAXB++U.S. Mid Cap - Value28fund risk1.17%
MFS New Discovery Value Fund Class R4NDVUXD++U.S. Small Cap - Value33fund risk1.2%
Columbia Small Cap Index Fund Class R5 SharesCXXRXC++U.S. Small Cap - Value33fund risk0.2%
Specialty     
Principal Real Estate Securities Fund R-4 ClassPRETXC--U.S. Real Estate27fund risk1.21%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXC-International Large Cap - Growth15fund risk0.83%
Oppenheimer International Small-Mid Company Fund Class YOSMYXA-International Large Cap - Growth17fund risk0.83%
T. Rowe Price International Stock FundPRITXA-International Large Cap - Growth18fund risk0.85%
Oppenheimer International Growth Fund Class YOIGYXA-International Large Cap - Growth19fund risk0.9%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
Bonds     
Western Asset Core Plus Bond Fund Class AWAPAXC-Bond - U.S. Corporate4fund risk0.79%
Lord Abbett High Yield Fund Class ALHYAXA++Bond - U.S. High Yield7fund risk0.95%
Other     
Oppenheimer Equity Income Fund Class YOYEIX Other0fund risk0.71%
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