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401k, 403b plan

Peter Burwash 401k

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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 - Value     
Schwab Fundamental US Large Company Index FundSFLNXBU.S. All Cap - Value15fund risk0.35%
Schwab Fundamental US Small Company Index FundSFSNXB--U.S. Small Cap - Value17fund risk0.35%
Specialty     
PIMCO RealEstateRealReturn Strategy Fund Class APETAXB+U.S. Real Estate15fund risk0%
Global & Intl. Equity     
Schwab Fundamental International Small Company Index FundSFILXB-Pacific12fund risk0.47%
Schwab Fundamental International Large Company Index FundSFNNXCInternational Large Cap12fund risk0.34%
Schwab Fundamental Emerging Markets Large Company Index FundSFENXB--Emerging Markets13fund risk0.51%
Invesco Balanced-Risk Allocation Fund Class YABRYXB++International Large Cap - Growth5fund risk0.89%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
TCW Total Return Bond Fund Class ITGLMXC++U.S. Treasury - Intermediate4fund risk0.44%
Templeton Global Bond Fund Advisor ClassTGBAXC++U.S. Treasury - Intermediate5fund risk0.61%
Other     
PIMCO All Asset All Authority Fund Class DPAUDX Other0fund risk0.58%
PIMCO Income Fund Class DPONDX Other0fund risk0.77%
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