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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 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Virtus Equity Trend Fund Class AVAPAXCU.S. All Cap11fund risk1.62%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXBU.S. All Cap13fund risk1.05%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Ivy Asset Strategy Fund Class AWASAXBU.S. All Cap14fund risk0.96%
T. Rowe Price Capital Appreciation Fund Advisor ClassPACLXBU.S. All Cap14fund risk1.02%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Voya Global Equity Fund Class ANAWGXDU.S. All Cap17fund risk1.36%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Amana Mutual Funds Trust Income Fund InvestorAMANXCU.S. All Cap18fund risk1.14%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap21fund risk0.17%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXD++U.S. Mid Cap23fund risk0.24%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXA--U.S. All Cap - Growth22fund risk0.68%
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
Oppenheimer Global Opportunities Fund Class AOPGIXA--U.S. Mid Cap - Growth24fund risk1.21%
BlackRock Focus Growth Fund Investor A SharesMDFOXD--U.S. Large Cap - Growth25fund risk1.63%
Ivy Science And Technology Fund Class AWSTAXA--U.S. All Cap - Growth25fund risk1.26%
American Century Heritage Fund Investor ClassTWHIXB--U.S. Mid Cap - Growth27fund risk1%
Delaware Smid Cap Growth Fund Class ADFCIXA--U.S. Mid Cap - Growth31fund risk1.19%
U.S. Equities - Value     
American Funds The Income Fund of America Class R-4RIDEXB+U.S. Mega Cap - Value13fund risk0.64%
Nuveen Santa Barbara Dividend Growth Fund Class ANSBAXD+U.S. Mega Cap - Value20fund risk1.03%
Ave Maria Rising Dividend FundAVEDXC++U.S. Large Cap - Value22fund risk0.97%
BlackRock Equity Dividend Fund Investor A SharesMDDVXC++U.S. All Cap - Value22fund risk0.99%
Victory Sycamore Established Value Fund Class AVETAXB++U.S. Mid Cap - Value28fund risk1.04%
Fidelity Advisor Stock Selector Mid Cap Fund Class AFMCDXB++U.S. Mid Cap - Value28fund risk0.92%
Ariel Fund Investor ClassARGFXA++U.S. Mid Cap - Value30fund risk1.03%
Royce Small-Cap Value Fund Class RRVVRXB++U.S. Small Cap - Value31fund risk1.83%
Franklin Small Cap Value Fund Advisor ClassFVADXC++U.S. Small Cap - Value33fund risk0.89%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
T. Rowe Price Government Money FundPRRXXCU.S. Cash / Money Market0fund risk0%
Voya Intermediate Bond Fund Class AIIBAXB-Bond - Multi Sector3fund risk0.7%
Templeton Global Bond Fund Class ATPINXC--U.S. Treasury - Intermediate4fund risk0.86%
Virtus Multi-Sector Intermediate Bond Fund Class ANAMFXB++Bond - U.S. High Yield4fund risk1.1%
Deutsche Floating Rate Fund Class ADFRAXB++Bond - U.S. High Yield4fund risk1.07%
Voya Global Real Estate Fund Class AIGLAX Other0fund risk1.24%
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