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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     
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXA--U.S. Mid Cap16fund risk0.78%
Franklin Growth Series Class AFKGRXAU.S. Large Cap31fund risk0.91%
Invesco Charter Fund R5 ClassCHTVXDU.S. Large Cap32fund risk0.72%
Invesco Small Cap Equity Fund R5 ClassSMEIXC--U.S. Small Cap39fund risk0.88%
Prudential Jennison Small Company Fund Class ZPSCZXF--U.S. Small Cap40fund risk0.85%
U.S. Equities - Growth     
Ivy Science and Technology Fund Class IISTIXD++U.S. All Cap - Growth32fund risk0.99%
Oppenheimer Global Opportunities Fund Class YOGIYXD+U.S. Mid Cap - Growth33fund risk0.95%
Prudential Jennison Mid Cap Growth Fund Class APEEAXC+U.S. Mid Cap - Growth34fund risk1.07%
U.S. Equities - Value     
Invesco Equity and Income Fund Class YACETXD--U.S. All Cap - Value22fund risk0.53%
BlackRock Equity Dividend Fund Institutional SharesMADVXC--U.S. Large Cap - Value30fund risk0.72%
AMG Managers Fairpointe Mid Cap Fund Class IABMIXF--U.S. Mid Cap - Value34fund risk0.86%
AB Discovery Value Fund Class AABASXF--U.S. Small Cap - Value38fund risk1.22%
Invesco Small Cap Value Fund Class AVSCAXD--U.S. Small Cap - Value47fund risk1.11%
Specialty     
PIMCO RealEstateRealReturn Strategy Fund Class APETAXD--U.S. Real Estate39fund risk0%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXA--International Large Cap - Growth22fund risk0.83%
Oppenheimer Developing Markets Fund Class YODVYXA--Emerging Markets27fund risk1.01%
Oppenheimer International Growth Fund Class YOIGYXC--International Large Cap - Growth28fund risk0.9%
Prudential Jennison Natural Resources Fund Class APGNAXB--International Large Cap - Value40fund risk1.17%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Short-Term Corporate Bond Fund Class ZPIFZXC++Bond - U.S. Corporate4fund risk0.51%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate5fund risk0.74%
PIMCO Total Return Fund Class APTTAXD++Bond - Multi Sector6fund risk0.85%
Loomis Sayles Strategic Income Fund Class YNEZYXF--Bond - U.S. High Yield8fund risk0.7%
PIMCO Real Return Fund Administrative ClassPARRXD++U.S. Treasury - TIPS8fund risk0.7%
Prudential High-Yield Fund Class APBHAXF--Bond - U.S. High Yield10fund risk0.83%
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