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Catamaran Corporation

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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     
Prudential Jennison Small Company Fund Class ZPSCZXB--U.S. Small Cap19fund risk0.85%
AMG Managers Fairpointe Mid Cap Fund Class IABMIXF--U.S. Small Cap20fund risk0.86%
Invesco Charter Fund R5 ClassCHTVXCU.S. Mid Cap23fund risk0.72%
Invesco Small Cap Equity Fund R5 ClassSMEIXFU.S. Mid Cap29fund risk0.88%
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXCU.S. Large Cap8fund risk0.78%
U.S. Equities - Growth     
Franklin Growth Series Class AFKGRXCU.S. All Cap - Growth18fund risk0.91%
Prudential Jennison Mid Cap Growth Fund Class APEEAXAU.S. Mid Cap - Growth19fund risk1.07%
Oppenheimer Global Opportunities Fund Class YOGIYXFU.S. Mid Cap - Growth22fund risk0.95%
Ivy Science and Technology Fund Class IISTIXBU.S. All Cap - Growth23fund risk0.99%
U.S. Equities - Value     
Invesco Equity and Income Fund Class YACETXCU.S. All Cap - Value11fund risk0.53%
BlackRock Equity Dividend Fund Institutional SharesMADVXCU.S. Large Cap - Value14fund risk0.72%
AB Discovery Value Fund Class AABASXC--U.S. Small Cap - Value18fund risk1.22%
Prudential Jennison Natural Resources Fund Class APGNAXFU.S. All Cap - Value22fund risk1.17%
Invesco Small Cap Value Fund Class AVSCAXC--U.S. Small Cap - Value39fund risk1.11%
Specialty     
PIMCO RealEstateRealReturn Strategy Fund Class APETAXB++U.S. Real Estate16fund risk0%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXBInternational Large Cap - Growth12fund risk0.83%
Oppenheimer International Growth Fund Class YOIGYXDInternational Large Cap - Growth16fund risk0.9%
Oppenheimer Developing Markets Fund Class YODVYXA--Emerging Markets16fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Prudential Short-Term Corporate Bond Fund Class ZPIFZXB++Bond - Multi Sector2fund risk0.51%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate3fund risk0.74%
Loomis Sayles Strategic Income Fund Class YNEZYXC++Bond - U.S. High Yield3fund risk0.7%
PIMCO Total Return Fund Class APTTAXC++Bond - Multi Sector4fund risk0.85%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
Prudential High-Yield Fund Class APBHAXC++Bond - U.S. High Yield4fund risk0.83%
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