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FBi 401k 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     
T. Rowe Price Small-Cap Stock FundOTCFXB++U.S. Small Cap24fund risk0.91%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
Harbor Capital Appreciation Fund Investor ClassHCAIXF--U.S. Large Cap - Growth28fund risk1.02%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXB++U.S. All Cap - Value18fund risk0.53%
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
AMG Managers Fairpointe Mid Cap Fund Class NCHTTXC++U.S. Mid Cap - Value26fund risk1.11%
Specialty     
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Global & Intl. Equity     
Goldman Sachs Satellite Strategies Portfolio Institutional SharesGXSIXD++International Small Cap12fund risk0.18%
Harbor International Fund Institutional ClassHAINXAInternational Large Cap19fund risk0.74%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA++Emerging Markets19fund risk0.57%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Metropolitan West Low Duration Bond Fund Class MMWLDXB-Bond - U.S. Corporate1fund risk0.57%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Templeton Global Bond Fund Class ATPINXC--U.S. Treasury - Intermediate4fund risk0.86%
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXB++Bond - U.S. High Yield7fund risk0.6%
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