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Liberty Healthcare Services Retirement Plan
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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
Neuberger Berman Socially Responsive Fund Class A
NRAAX
A
U.S. All Cap
20
1.09%
JPMorgan U.S. Equity Fund Class A
JUEAX
C
U.S. Large Cap
21
0.97%
The Hartford MidCap Fund Class R4
HFMSX
D++
U.S. Mid Cap
25
1.17%
Sentinel Small Company Fund Class A
SAGWX
A++
U.S. Small Cap
28
1.21%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class T
FNITX
D--
U.S. All Cap - Growth
23
1.18%
Alger Capital Appreciation Fund Class A
ACAAX
D--
U.S. Large Cap - Growth
24
1.26%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class A
TEDIX
C++
U.S. All Cap - Value
21
1.28%
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
C++
U.S. All Cap - Value
22
0.99%
Columbia Mid Cap Index Fund Class A
NTIAX
B++
U.S. Mid Cap - Value
28
0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2
JVMSX
D++
U.S. Mid Cap - Value
28
1.27%
Specialty
Principal Global Real Estate Securities Fund Class A
POSAX
B--
U.S. Real Estate
22
1.37%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A
ODMAX
D++
Emerging Markets
20
1.35%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Century Government Bond Fund Class A
ABTAX
C--
U.S. Treasury - Intermediate / Long
2
0.72%
Pioneer Bond Fund Class A
PIOBX
A-
Bond - U.S. Corporate
3
0.85%
PIMCO Emerging Markets Bond Fund Class A
PAEMX
B
Bond - Emerging Market
6
1.25%
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