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Procore Technologies 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     
American Funds 2025 Target Date Retirement Fund Class R-6RFDTXCU.S. Large Cap10fund risk0%
American Funds 2030 Target Date Retirement Fund Class R-6RFETXCU.S. Large Cap12fund risk0%
Wells Fargo Index Asset Allocation Fund - Class AdminWFAIXDU.S. Large Cap13fund risk0.9%
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXBU.S. Large Cap15fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXBU.S. Large Cap16fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXBU.S. Large Cap16fund risk0%
American Funds 2060 Target Date Retirement Fund Class R-6RFUTXBU.S. Large Cap17fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-6RFITXBU.S. Large Cap17fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-6RFKTXBU.S. Large Cap17fund risk0%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Fidelity Mid Cap IndexFSMDXC++U.S. Mid Cap24fund risk0.04%
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXCU.S. All Cap8fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-6RFJTXCU.S. All Cap9fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
AB Large Cap Growth Fund Advisor ClassAPGYXC--U.S. Large Cap - Growth22fund risk1.03%
Janus Triton Fund Class NJGMNXC+U.S. Small Cap - Growth25fund risk0.68%
MFS Technology Fund Class R4MTCJXD--U.S. Large Cap - Growth26fund risk1.12%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-6RIRGXC+U.S. Mega Cap - Value13fund risk0.3%
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
Victory Sycamore Established Value Fund Class R6VEVRXB++U.S. Mid Cap - Value28fund risk0%
Perkins Small Cap Value Fund Class NJDSNXF++U.S. Small Cap - Value30fund risk0.58%
Columbia Small Cap Index Fund Class R5 SharesCXXRXC++U.S. Small Cap - Value33fund risk0.2%
Specialty     
iShares Developed Real Estate KC--U.S. Real Estate27fund risk0.45%
Global & Intl. Equity     
Domini Impact Intl. Eq. ISAEurope17fund risk1.25%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
American Funds New World Fund Class R-6RNWGXB++Emerging Markets19fund risk0.65%
Bonds     
Fidelity Government Money MarketCU.S. Cash / Money Market0fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-Bond - U.S. Corporate2fund risk0.5%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
Loomis Sayles Core Plus Bond Fund Class YNERYXC-Bond - U.S. Corporate3fund risk0.54%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield4fund risk0.75%
Fidelity Advisor High Income IC++Bond - U.S. High Yield6fund risk0.72%
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