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Urology Healthcare Group 401(k) 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
BlackRock Large Cap Index Fund Investor A Shares
BRGAX
C
U.S. Large Cap
21
0.48%
JPMorgan U.S. Large Cap Core Plus Fund Class A Shares
JLCAX
C-
U.S. Mega Cap
22
1.29%
U.S. Equities - Growth
Nuveen Mid Cap Growth Opportunities Fund Class A
FRSLX
B--
U.S. Mid Cap - Growth
26
1.29%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Class A
PNEAX
F+
U.S. Mega Cap - Value
21
1.05%
American Century Mid Cap Value Fund Investor Class
ACMVX
D++
U.S. Mid Cap - Value
24
1%
JPMorgan Small Cap Equity Fund Class A
VSEAX
C++
U.S. Mid Cap - Value
26
1.29%
Columbia Small Cap Value Fund II Class Z
NSVAX
A++
U.S. Small Cap - Value
34
1.04%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
19
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Prudential Short-Term Corporate Bond Fund Class A
PBSMX
C++
Bond - U.S. High Yield
2
0.76%
Metropolitan West Total Return Bond Fund Class M
MWTRX
B-
Bond - Multi Sector
3
0.62%
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