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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     
Ivy Asset Strategy Fund Class AWASAXBU.S. All Cap10fund risk0.96%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXBU.S. All Cap10fund risk0.19%
Virtus Equity Trend Fund Class AVAPAXD+U.S. Mid Cap11fund risk1.62%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap12fund risk0.19%
Fidelity Advisor Stock Selector Mid Cap Fund Class AFMCDXD+U.S. Mid Cap15fund risk0.92%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap15fund risk0.24%
Ariel Fund Investor ClassARGFXF+U.S. Mid Cap18fund risk1.03%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXAU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. All Cap7fund risk0.17%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXCU.S. Large Cap8fund risk1.05%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap8fund risk0.18%
T. Rowe Price Capital Appreciation Fund Advisor ClassPACLXAU.S. Large Cap9fund risk1.02%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. All Cap9fund risk0.18%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXDU.S. All Cap - Growth17fund risk0.68%
American Century Heritage Fund Investor ClassTWHIXB++U.S. Mid Cap - Growth19fund risk1%
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth19fund risk0.66%
Oppenheimer Global Opportunities Fund Class AOPGIXF++U.S. Mid Cap - Growth21fund risk1.21%
BlackRock Focus Growth Fund Investor A SharesMDFOXCU.S. Large Cap - Growth22fund risk1.63%
Ivy Science And Technology Fund Class AWSTAXAU.S. All Cap - Growth22fund risk1.26%
Delaware Smid Cap Growth Fund Class ADFCIXF++U.S. Mid Cap - Growth27fund risk1.19%
U.S. Equities - Value     
Voya Global Equity Fund Class ANAWGXCU.S. All Cap - Value11fund risk1.36%
BlackRock Equity Dividend Fund Investor A SharesMDDVXCU.S. Large Cap - Value12fund risk0.99%
Nuveen Santa Barbara Dividend Growth Fund Class ANSBAXBU.S. Large Cap - Value13fund risk1.03%
Victory Sycamore Established Value Fund Class AVETAXBU.S. Mid Cap - Value14fund risk1.04%
Ave Maria Rising Dividend FundAVEDXBU.S. All Cap - Value14fund risk0.97%
Amana Mutual Funds Trust Income Fund InvestorAMANXCU.S. Large Cap - Value14fund risk1.14%
Franklin Small Cap Value Fund Advisor ClassFVADXC--U.S. Small Cap - Value15fund risk0.89%
Royce Small-Cap Value Fund Class RRVVRXD--U.S. Small Cap - Value17fund risk1.83%
American Funds The Income Fund of America Class R-4RIDEXBU.S. Large Cap - Value8fund risk0.64%
Specialty     
Voya Global Real Estate Fund Class AIGLAXB++U.S. Real Estate11fund risk1.24%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth14fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA-Emerging Markets16fund risk1.35%
Bonds     
T. Rowe Price Government Money FundPRRXXC++Bond - Multi Sector0fund risk0%
Virtus Multi-Sector Intermediate Bond Fund Class ANAMFXB++Bond - Emerging Market2fund risk1.1%
Deutsche Floating Rate Fund Class ADFRAXC++Bond - U.S. High Yield2fund risk1.07%
Voya Intermediate Bond Fund Class AIIBAXB++Bond - Multi Sector3fund risk0.7%
Templeton Global Bond Fund Class ATPINXA++U.S. Treasury - Short / Intermediate6fund risk0.86%
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