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Peter Burwash 401k

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PLAN FUNDS investment options ratings help
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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 FundSFLNXB--U.S. Large Cap - Value33fund risk0.35%
Schwab Fundamental US Small Company Index FundSFSNXC--U.S. Small Cap - Value38fund risk0.35%
Specialty     
PIMCO RealEstateRealReturn Strategy Fund Class APETAXD--U.S. Real Estate39fund risk0%
Templeton Global Bond Fund Advisor ClassTGBAXF++Gold5fund risk0.61%
Global & Intl. Equity     
Invesco Balanced-Risk Allocation Fund Class YABRYXD--International Large Cap11fund risk0.89%
Schwab Fundamental International Small Company Index FundSFILXC--International Small Cap26fund risk0.47%
Schwab Fundamental Emerging Markets Large Company Index FundSFENXF--Emerging Markets26fund risk0.51%
Schwab Fundamental International Large Company Index FundSFNNXF--Europe29fund risk0.34%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
TCW Total Return Bond Fund Class ITGLMXD++U.S. Treasury - Intermediate5fund risk0.44%
Other     
PIMCO All Asset All Authority Fund Class DPAUDX Other0fund risk0.58%
PIMCO Income Fund Class DPONDX Other0fund risk0.77%
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