Roman Catholic Archdiocese of Boston (RCAB) 401k

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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
JPMorgan SmartRetirement 2025 Fund Class Select Shares	JNSSX	C	U.S. All Cap	10	0.19%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	B	U.S. All Cap	13	1.05%
JPMorgan SmartRetirement 2030 Fund Class Select Shares	JSMSX	C	U.S. All Cap	13	0.19%
JPMorgan SmartRetirement 2035 Fund Class Select Shares	SRJSX	B	U.S. All Cap	15	0.19%
JPMorgan SmartRetirement 2040 Fund Class Select Shares	SMTSX	B	U.S. All Cap	17	0.19%
JPMorgan SmartRetirement 2045 Fund Class Select Shares	JSASX	B	U.S. All Cap	18	0.19%
JPMorgan SmartRetirement 2050 Fund Class Select Shares	JTSSX	B	U.S. All Cap	18	0.19%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	21	0.17%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	23	0.88%
JPMorgan SmartRetirement Income Fund Class Select Shares	JSRSX	B	U.S. All Cap	7	0.17%
JPMorgan SmartRetirement 2020 Fund Class Select Shares	JTTSX	B	U.S. All Cap	8	0.18%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class R1	MLRRX	D--	U.S. Large Cap - Growth	25	0.87%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	A--	U.S. Mid Cap - Growth	26	1.07%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	D+	U.S. Mega Cap - Value	21	0.91%
Ave Maria Catholic Values Fund	AVEMX	A++	U.S. Mid Cap - Value	23	1.42%
American Century Mid Cap Value Fund A Class	ACLAX	D++	U.S. Mid Cap - Value	24	1.25%
Global & Intl. Equity
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	15	1.08%
Invesco International Growth Fund Class A	AIIEX	A-	International Large Cap - Growth	18	1.33%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A++	Emerging Markets	19	0.57%
Bonds
Vanguard Prime Money Market Fund Admiral Shares	VMRXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Templeton Global Bond Fund Advisor Class	TGBAX	C--	U.S. Treasury - Intermediate	4	0.61%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	B+	U.S. Treasury - TIPS	4	0.44%
T. Rowe Price High Yield Fund	PRHYX	B++	Bond - U.S. High Yield	6	0.75%
Other
Columbia Disciplined Small Core Fund Class A	LSMAX		Other	0	1.36%
JPMorgan SmartRetirement 2010 Fund Select Class Shares	JSWSX		Other	0	0.18%
Principal Inflation Protection Fund Class A	PITAX		Other	0	0.9%
JPMorgan SmartRetirement 2015 Fund Select Class Shares	JSFSX		Other	0	0.18%

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