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401k, 403b plan

Monetate Inc. 401(k)

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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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Dividend Growth FundPRDGXDU.S. All Cap19fund risk0.66%
T. Rowe Price Equity Index 500 FundPREIXDU.S. Large Cap21fund risk0.28%
Calvert U.S. Large Cap Core Responsible Index Fund Class ACSXAXCU.S. Large Cap21fund risk0.75%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
T. Rowe Price QM U.S. Small-Cap Growth Equity FundPRDSXD+U.S. Small Cap - Growth25fund risk0.82%
T. Rowe Price Extended Equity Market Index FundPEXMXA+U.S. Small Cap - Growth27fund risk0.4%
T. Rowe Price Global Technology FundPRGTXA--U.S. Mid Cap - Growth30fund risk0.95%
U.S. Equities - Value     
American Century Mid Cap Value Fund Investor ClassACMVXD++U.S. Mid Cap - Value24fund risk1%
Victory Sycamore Established Value Fund Class AVETAXB++U.S. Mid Cap - Value28fund risk1.04%
T. Rowe Price Spectrum Income FundRPSIXB++U.S. Mid Cap - Value5fund risk0.69%
T. Rowe Price Real Estate FundTRREXC--U.S. Real Estate31fund risk0.79%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
T. Rowe Price International Growth & Income FundTRIGXA+International Large Cap - Value21fund risk0.86%
T. Rowe Price Government Money FundPRRXXCU.S. Cash / Money Market0fund risk0%
PIMCO Real Return Fund Administrative ClassPARRXC+U.S. Treasury - TIPS4fund risk0.7%
T. Rowe Price High Yield FundPRHYXB++Bond - U.S. High Yield6fund risk0.75%
T. Rowe Price Emerging Markets Bond FundPREMXBBond - Emerging Market7fund risk0.94%
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