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Northeast Health System 403(B) Retirement 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     
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXCU.S. All Cap15fund risk1.04%
Columbia Large Cap Index Fund Class ANEIAXCU.S. Large Cap17fund risk0.45%
JPMorgan Small Cap Equity Fund Class AVSEAXA--U.S. Small Cap17fund risk1.29%
Columbia Mid Cap Index Fund Class ANTIAXDU.S. Mid Cap18fund risk0.45%
American Funds American Balanced Fund Class AABALXBU.S. Large Cap9fund risk0.61%
U.S. Equities - Growth     
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXDU.S. Mid Cap - Growth18fund risk1.32%
American Funds The Growth Fund of America Class AAGTHXFU.S. All Cap - Growth18fund risk0.7%
Oak Ridge Small Cap Growth Fund Class AORIGXF--U.S. Small Cap - Growth20fund risk1.4%
U.S. Equities - Value     
Delaware Value Fund Class ADDVAXDU.S. Large Cap - Value15fund risk1.01%
AllianzGI NFJ Dividend Value Fund Administrative ClassANDAXDU.S. Large Cap - Value15fund risk0.95%
MFS Mid Cap Value Fund Class R4MVCJXBU.S. Mid Cap - Value15fund risk0.98%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXB--U.S. Small Cap - Value18fund risk1.02%
Vanguard Energy Fund Admiral SharesVGELXFU.S. All Cap - Value21fund risk0.32%
Voya Global Real Estate Fund Class AIGLAXB++U.S. Real Estate11fund risk1.24%
Global & Intl. Equity     
Columbia Acorn International Fund Class ALAIAXDInternational Large Cap - Growth15fund risk1.23%
American Funds EuroPacific Growth Fund Class AAEPGXCInternational Large Cap - Growth15fund risk0.84%
Nuveen International Growth Fund Class ANBQAXDInternational Large Cap - Growth18fund risk1.42%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
First Eagle Gold Fund Class ASGGDXF+U.S. Treasury - Short22fund risk1.25%
MFS Government Securities Fund Class R3MFGHXC++U.S. Treasury - Intermediate3fund risk0.87%
Oppenheimer Global Strategic Income Class AOPSIXC++Bond - U.S. High Yield4fund risk0.93%
American Funds American High-Income Trust Class AAHITXD++Bond - U.S. High Yield4fund risk0.66%
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