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Liberty Healthcare Services 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     
Neuberger Berman Socially Responsive Fund Class ANRAAXAU.S. All Cap20fund risk1.09%
JPMorgan U.S. Equity Fund Class AJUEAXCU.S. Large Cap21fund risk0.97%
The Hartford MidCap Fund Class R4HFMSXD++U.S. Mid Cap25fund risk1.17%
Sentinel Small Company Fund Class ASAGWXA++U.S. Small Cap28fund risk1.21%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class TFNITXD--U.S. All Cap - Growth23fund risk1.18%
Alger Capital Appreciation Fund Class AACAAXD--U.S. Large Cap - Growth24fund risk1.26%
U.S. Equities - Value     
Franklin Mutual Global Discovery Fund Class ATEDIXC++U.S. All Cap - Value21fund risk1.28%
BlackRock Equity Dividend Fund Investor A SharesMDDVXC++U.S. All Cap - Value22fund risk0.99%
Columbia Mid Cap Index Fund Class ANTIAXB++U.S. Mid Cap - Value28fund risk0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2JVMSXD++U.S. Mid Cap - Value28fund risk1.27%
Principal Global Real Estate Securities Fund Class APOSAXB--U.S. Real Estate22fund risk1.37%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Century Government Bond Fund Class AABTAXC--U.S. Treasury - Intermediate / Long2fund risk0.72%
Pioneer Bond Fund Class APIOBXA-Bond - U.S. Corporate3fund risk0.85%
PIMCO Emerging Markets Bond Fund Class APAEMXBBond - Emerging Market6fund risk1.25%
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