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Monetate Inc. 401(k)
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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
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
10
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
12
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
B
U.S. All Cap
13
0.72%
T. Rowe Price Retirement 2030 Fund
TRRCX
B
U.S. All Cap
15
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
B
U.S. All Cap
17
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
B
U.S. All Cap
18
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
B
U.S. All Cap
19
0.76%
T. Rowe Price Dividend Growth Fund
PRDGX
D
U.S. All Cap
19
0.66%
T. Rowe Price Equity Index 500 Fund
PREIX
D
U.S. Large Cap
21
0.28%
Calvert U.S. Large Cap Core Responsible Index Fund Class A
CSXAX
C
U.S. Large Cap
21
0.75%
T. Rowe Price Retirement 2005 Fund
TRRFX
B
U.S. All Cap
8
0.58%
T. Rowe Price Retirement Balanced Fund
TRRIX
B
U.S. All Cap
9
0.56%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
9
0.61%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund
TRBCX
F--
U.S. Large Cap - Growth
25
0.74%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
PRDSX
D+
U.S. Small Cap - Growth
25
0.82%
T. Rowe Price Extended Equity Market Index Fund
PEXMX
A+
U.S. Small Cap - Growth
27
0.4%
T. Rowe Price Global Technology Fund
PRGTX
A--
U.S. Mid Cap - Growth
30
0.95%
U.S. Equities - Value
American Century Mid Cap Value Fund Investor Class
ACMVX
D++
U.S. Mid Cap - Value
24
1%
Victory Sycamore Established Value Fund Class A
VETAX
B++
U.S. Mid Cap - Value
28
1.04%
T. Rowe Price Spectrum Income Fund
RPSIX
B++
U.S. Mid Cap - Value
5
0.69%
Specialty
T. Rowe Price Real Estate Fund
TRREX
C--
U.S. Real Estate
31
0.79%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A
ODMAX
D++
Emerging Markets
20
1.35%
T. Rowe Price International Growth & Income Fund
TRIGX
A+
International Large Cap - Value
21
0.86%
Bonds
T. Rowe Price Government Money Fund
PRRXX
C
U.S. Cash / Money Market
0
0%
PIMCO Real Return Fund Administrative Class
PARRX
C+
U.S. Treasury - TIPS
4
0.7%
T. Rowe Price High Yield Fund
PRHYX
B++
Bond - U.S. High Yield
6
0.75%
T. Rowe Price Emerging Markets Bond Fund
PREMX
B
Bond - Emerging Market
7
0.94%
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