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401k, 403b plan

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     
American Funds American Balanced Fund Class AABALXCU.S. Large Cap12fund risk0.61%
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXAU.S. All Cap20fund risk1.04%
Columbia Large Cap Index Fund Class ANEIAXDU.S. Large Cap21fund risk0.45%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXD++U.S. Mid Cap25fund risk1.32%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class AAGTHXA--U.S. All Cap - Growth22fund risk0.7%
Oak Ridge Small Cap Growth Fund Class AORIGXC+U.S. Small Cap - Growth25fund risk1.4%
U.S. Equities - Value     
AllianzGI NFJ Dividend Value Fund Administrative ClassANDAXF+U.S. Mega Cap - Value21fund risk0.95%
Delaware Value Fund Class ADDVAXC+U.S. Mega Cap - Value21fund risk1.01%
MFS Mid Cap Value Fund Class R4MVCJXC++U.S. Mid Cap - Value26fund risk0.98%
JPMorgan Small Cap Equity Fund Class AVSEAXC++U.S. Mid Cap - Value26fund risk1.29%
Columbia Mid Cap Index Fund Class ANTIAXB++U.S. Mid Cap - Value28fund risk0.45%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXF++U.S. Small Cap - Value30fund risk1.02%
Vanguard Energy Fund Admiral SharesVGELXF++U.S. All Cap - Value31fund risk0.32%
Specialty     
First Eagle Gold Fund Class ASGGDXA--Gold29fund risk1.25%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
Columbia Acorn International Fund Class ALAIAXA-International Large Cap - Growth19fund risk1.23%
Nuveen International Growth Fund Class ANBQAXC-International Large Cap - Growth19fund risk1.42%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
MFS Government Securities Fund Class R3MFGHXC--U.S. Treasury - Intermediate3fund risk0.87%
American Funds American High-Income Trust Class AAHITXA++Bond - U.S. High Yield6fund risk0.66%
Oppenheimer Global Strategic Income Class AOPSIXC++Bond - U.S. High Yield7fund risk0.93%
Other     
Voya Global Real Estate Fund Class AIGLAX Other0fund risk1.24%
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