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Pulse Design Group Inc 401 K Profit Sharing Plan Trust
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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
Franklin Rising Dividends Fund Class R
FRDRX
D
U.S. All Cap
20
1.18%
MFS Massachusetts Investors Growth Stock Fund Class R2
MIRGX
D
U.S. Large Cap
21
1%
Columbia Large Cap Enhanced Core Fund Class R
CCERX
C
U.S. Large Cap
21
1.14%
U.S. Equities - Growth
Ivy Mid Cap Growth Fund Class R
WMGRX
A--
U.S. Mid Cap - Growth
24
1.59%
Janus Triton Fund Class R
JGMRX
C+
U.S. Small Cap - Growth
25
1.43%
U.S. Equities - Value
American Funds American Mutual Fund Class R-3
RMFCX
C+
U.S. Mega Cap - Value
17
0.96%
Victory Sycamore Established Value Fund Class R
GETGX
B++
U.S. Mid Cap - Value
28
1.22%
Goldman Sachs Small Cap Value Fund Class R
GSQRX
D++
U.S. Small Cap - Value
33
1.63%
Global & Intl. Equity
MFS International Value Fund Class R2
MINFX
C-
International Large Cap - Growth
15
1.33%
Oppenheimer International Diversified Fund Class R
OIDNX
A-
International Large Cap - Growth
17
0.94%
Thornburg International Growth Fund Class R3
TIGVX
B-
International Large Cap - Growth
18
1.5%
American Funds New World Fund Class R-3
RNWCX
C++
Emerging Markets
19
1.34%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class R
PTRRX
B-
Bond - Multi Sector
3
1.1%
Goldman Sachs Inflation Protected Securities Fund Class R
GSRPX
C+
U.S. Treasury - TIPS
4
0.88%
Putnam U.S. Government Income Fund Class R
PGVRX
B++
Bond - U.S. High Yield
6
1.12%
Lord Abbett High Yield Fund Class R3
LHYRX
A++
Bond - U.S. High Yield
7
1.25%
Other
Federated Automated Cash Management Trust Class R Shares
ACKXX
Other
0
0%
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