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Cpsg Partners Llc 401k Plan
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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
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
F
U.S. All Cap
10
0.17%
Virtus Equity Trend Fund Class A
VAPAX
C
U.S. All Cap
11
1.62%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
12
0.18%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
B
U.S. All Cap
13
1.05%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
13
0.18%
Ivy Asset Strategy Fund Class A
WASAX
B
U.S. All Cap
14
0.96%
T. Rowe Price Capital Appreciation Fund Advisor Class
PACLX
B
U.S. All Cap
14
1.02%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
14
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
16
0.19%
Voya Global Equity Fund Class A
NAWGX
D
U.S. All Cap
17
1.36%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
17
0.19%
Amana Mutual Funds Trust Income Fund Investor
AMANX
C
U.S. All Cap
18
1.14%
Vanguard 500 Index Fund Investor Class
VFINX
C
U.S. Large Cap
21
0.17%
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
D++
U.S. Mid Cap
23
0.24%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
F
U.S. Large Cap
8
0.17%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4
RGAEX
A--
U.S. All Cap - Growth
22
0.68%
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
22
0.66%
Oppenheimer Global Opportunities Fund Class A
OPGIX
A--
U.S. Mid Cap - Growth
24
1.21%
BlackRock Focus Growth Fund Investor A Shares
MDFOX
D--
U.S. Large Cap - Growth
25
1.63%
Ivy Science And Technology Fund Class A
WSTAX
A--
U.S. All Cap - Growth
25
1.26%
American Century Heritage Fund Investor Class
TWHIX
B--
U.S. Mid Cap - Growth
27
1%
Delaware Smid Cap Growth Fund Class A
DFCIX
A--
U.S. Mid Cap - Growth
31
1.19%
U.S. Equities - Value
American Funds The Income Fund of America Class R-4
RIDEX
B+
U.S. Mega Cap - Value
13
0.64%
Nuveen Santa Barbara Dividend Growth Fund Class A
NSBAX
D+
U.S. Mega Cap - Value
20
1.03%
Ave Maria Rising Dividend Fund
AVEDX
C++
U.S. Large Cap - Value
22
0.97%
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
C++
U.S. All Cap - Value
22
0.99%
Victory Sycamore Established Value Fund Class A
VETAX
B++
U.S. Mid Cap - Value
28
1.04%
Fidelity Advisor Stock Selector Mid Cap Fund Class A
FMCDX
B++
U.S. Mid Cap - Value
28
0.92%
Ariel Fund Investor Class
ARGFX
A++
U.S. Mid Cap - Value
30
1.03%
Royce Small-Cap Value Fund Class R
RVVRX
B++
U.S. Small Cap - Value
31
1.83%
Franklin Small Cap Value Fund Advisor Class
FVADX
C++
U.S. Small Cap - Value
33
0.89%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
19
0.84%
Oppenheimer Developing Markets Fund Class A
ODMAX
D++
Emerging Markets
20
1.35%
Bonds
T. Rowe Price Government Money Fund
PRRXX
C
U.S. Cash / Money Market
0
0%
Voya Intermediate Bond Fund Class A
IIBAX
B-
Bond - Multi Sector
3
0.7%
Templeton Global Bond Fund Class A
TPINX
C--
U.S. Treasury - Intermediate
4
0.86%
Virtus Multi-Sector Intermediate Bond Fund Class A
NAMFX
B++
Bond - U.S. High Yield
4
1.1%
Deutsche Floating Rate Fund Class A
DFRAX
B++
Bond - U.S. High Yield
4
1.07%
Other
Voya Global Real Estate Fund Class A
IGLAX
Other
0
1.24%
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