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Seventh Sense Bio Systems 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
American Century Investments One Choice 2030 Portfolio R Class
ARCRX
C
U.S. All Cap
11
0.71%
MFS Moderate Allocation Fund Class R2
MARRX
C
U.S. All Cap
12
0.58%
American Funds American Balanced Fund Class R-3
RLBCX
C
U.S. Large Cap
12
0.94%
American Century Investments One Choice 2035 Portfolio R Class
ARYRX
C
U.S. All Cap
12
0.7%
BlackRock Global Allocation Fund, Inc. Class R
MRLOX
B
U.S. All Cap
12
1.39%
American Century Investments One Choice 2040 Portfolio R Class
ARDRX
C
U.S. All Cap
13
0.7%
American Century Investments One Choice 2045 Portfolio R Class
ARORX
C
U.S. All Cap
14
0.7%
MFS Growth Allocation Fund Class R2
MGALX
C
U.S. All Cap
15
0.59%
American Century Investments One Choice 2050 Portfolio R Class
ARFWX
C
U.S. All Cap
16
0.7%
American Century Investments One Choice 2055 Portfolio R Class
AREOX
C
U.S. All Cap
16
0.7%
MFS Aggressive Growth Allocation Fund Class R2
MAWAX
C
U.S. All Cap
18
0.62%
MFS Conservative Allocation Fund Class R2
MCARX
C
U.S. All Cap
8
0.57%
American Century Investments One Choice In Retirement Portfolio R Class
ARSRX
C
U.S. All Cap
9
0.7%
American Century Investments One Choice 2025 Portfolio R Class
ARWRX
C
U.S. All Cap
10
0.7%
U.S. Equities - Growth
Ivy Mid Cap Growth Fund Class R
WMGRX
A--
U.S. Mid Cap - Growth
24
1.59%
MainStay Large Cap Growth Fund Class R3
MLGRX
D--
U.S. Large Cap - Growth
25
1.37%
Ivy Small Cap Growth Fund Class R
WSGRX
B+
U.S. Small Cap - Growth
28
1.66%
U.S. Equities - Value
American Century Equity Income Fund R Class
AEURX
D+
U.S. Mega Cap - Value
16
1.43%
Franklin Mutual Global Discovery Fund Class R
TEDRX
C++
U.S. All Cap - Value
21
1.48%
Victory RS Large Cap Alpha Fund Class R
RCEKX
C++
U.S. Large Cap - Value
22
1.31%
Invesco Equally-Weighted S&P 500 Fund Class R
VADRX
F++
U.S. All Cap - Value
25
0.82%
Victory Sycamore Established Value Fund Class R
GETGX
B++
U.S. Mid Cap - Value
28
1.22%
Columbia Select Smaller-Cap Value Fund Class R
SSVRX
A++
U.S. Mid Cap - Value
34
1.65%
Global & Intl. Equity
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%
Eaton Vance Government Obligations Fund Class R
ERGOX
B
Bond - U.S. Mortgages
1
1.37%
PIMCO Income Fund Class R
PONRX
B++
Bond - U.S. High Yield
3
1.1%
Templeton Global Bond Fund Class R
FGBRX
C--
U.S. Treasury - Intermediate
4
1.11%
Lord Abbett Income Fund Class R3
LAURX
A-
Bond - U.S. Corporate
5
1.08%
Other
Nuveen Mid Cap Index Fund Class R3
FMCYX
Other
0
0.98%
American Century Investments One Choice 2020 Portfolio R Class
ARBRX
Other
0
0.7%
Fidelity California AMT Tax-Free Money Market Fund Institutional Class
FSBXX
Other
0
0%
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