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Northeast Health System 403(B) Retirement Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
American Funds American Balanced Fund Class A
ABALX
C
U.S. Large Cap
12
0.61%
Neuberger Berman Socially Responsive Fund Trust Class
NBSTX
A
U.S. All Cap
20
1.04%
Columbia Large Cap Index Fund Class A
NEIAX
D
U.S. Large Cap
21
0.45%
Victory Munder Mid-Cap Core Growth Fund Class A
MGOAX
D++
U.S. Mid Cap
25
1.32%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A
AGTHX
A--
U.S. All Cap - Growth
22
0.7%
Oak Ridge Small Cap Growth Fund Class A
ORIGX
C+
U.S. Small Cap - Growth
25
1.4%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Administrative Class
ANDAX
F+
U.S. Mega Cap - Value
21
0.95%
Delaware Value Fund Class A
DDVAX
C+
U.S. Mega Cap - Value
21
1.01%
MFS Mid Cap Value Fund Class R4
MVCJX
C++
U.S. Mid Cap - Value
26
0.98%
JPMorgan Small Cap Equity Fund Class A
VSEAX
C++
U.S. Mid Cap - Value
26
1.29%
Columbia Mid Cap Index Fund Class A
NTIAX
B++
U.S. Mid Cap - Value
28
0.45%
AllianzGI NFJ Small-Cap Value Fund Administrative Class
PVADX
F++
U.S. Small Cap - Value
30
1.02%
Vanguard Energy Fund Admiral Shares
VGELX
F++
U.S. All Cap - Value
31
0.32%
Specialty
First Eagle Gold Fund Class A
SGGDX
A--
Gold
29
1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A
AEPGX
A-
International Large Cap - Growth
19
0.84%
Columbia Acorn International Fund Class A
LAIAX
A-
International Large Cap - Growth
19
1.23%
Nuveen International Growth Fund Class A
NBQAX
C-
International Large Cap - Growth
19
1.42%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
MFS Government Securities Fund Class R3
MFGHX
C--
U.S. Treasury - Intermediate
3
0.87%
American Funds American High-Income Trust Class A
AHITX
A++
Bond - U.S. High Yield
6
0.66%
Oppenheimer Global Strategic Income Class A
OPSIX
C++
Bond - U.S. High Yield
7
0.93%
Other
Voya Global Real Estate Fund Class A
IGLAX
Other
0
1.24%
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