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Cpsg Partners Llc 401k 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     
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap10fund risk0.19%
Virtus Equity Trend Fund Class AVAPAXD-U.S. Mid Cap11fund risk1.62%
Nuveen Santa Barbara Dividend Growth Fund Class ANSBAXBU.S. Large Cap11fund risk1.03%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap12fund risk0.17%
Amana Mutual Funds Trust Income Fund InvestorAMANXCU.S. Large Cap13fund risk1.14%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC-U.S. Mid Cap13fund risk0.24%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXBU.S. Large Cap4fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. Large Cap6fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. Large Cap7fund risk0.18%
American Funds The Income Fund of America Class R-4RIDEXBU.S. Large Cap7fund risk0.64%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. Large Cap7fund risk0.18%
T. Rowe Price Capital Appreciation Fund Advisor ClassPACLXBU.S. Large Cap8fund risk1.02%
Ivy Asset Strategy Fund Class AWASAXC+U.S. Mega Cap8fund risk0.96%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXBU.S. Large Cap8fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. Large Cap9fund risk0.19%
Voya Global Equity Fund Class ANAWGXDU.S. Large Cap9fund risk1.36%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXDU.S. All Cap - Growth14fund risk0.68%
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth14fund risk0.66%
American Century Heritage Fund Investor ClassTWHIXD-U.S. Mid Cap - Growth15fund risk1%
BlackRock Focus Growth Fund Investor A SharesMDFOXFU.S. Large Cap - Growth16fund risk1.63%
Ivy Science And Technology Fund Class AWSTAXBU.S. All Cap - Growth18fund risk1.26%
Oppenheimer Global Opportunities Fund Class AOPGIXFU.S. All Cap - Growth19fund risk1.21%
Delaware Smid Cap Growth Fund Class ADFCIXF-U.S. Mid Cap - Growth21fund risk1.19%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXCU.S. Large Cap - Value11fund risk0.99%
Victory Sycamore Established Value Fund Class AVETAXC-U.S. Mid Cap - Value13fund risk1.04%
Fidelity Advisor Stock Selector Mid Cap Fund Class AFMCDXC-U.S. Mid Cap - Value13fund risk0.92%
Ave Maria Rising Dividend FundAVEDXDU.S. All Cap - Value13fund risk0.97%
Franklin Small Cap Value Fund Advisor ClassFVADXA--U.S. Small Cap - Value14fund risk0.89%
Ariel Fund Investor ClassARGFXF-U.S. Mid Cap - Value16fund risk1.03%
Royce Small-Cap Value Fund Class RRVVRXD--U.S. Small Cap - Value16fund risk1.83%
Templeton Global Bond Fund Class ATPINXFU.S. All Cap - Value5fund risk0.86%
Specialty     
Voya Global Real Estate Fund Class AIGLAXC+U.S. Real Estate10fund risk1.24%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXBInternational Large Cap - Growth12fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets13fund risk1.35%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXAInternational Large Cap - Growth6fund risk1.05%
Bonds     
T. Rowe Price Government Money FundPRRXXC++Bond - Multi Sector1fund risk0%
Virtus Multi-Sector Intermediate Bond Fund Class ANAMFXB++Bond - Emerging Market2fund risk1.1%
Deutsche Floating Rate Fund Class ADFRAXB++Bond - U.S. High Yield2fund risk1.07%
Voya Intermediate Bond Fund Class AIIBAXB++Bond - Multi Sector4fund risk0.7%
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