Peter Burwash 401k

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Value
Schwab Fundamental US Large Company Index Fund	SFLNX	A++	U.S. All Cap - Value	23	0.35%
Schwab Fundamental US Small Company Index Fund	SFSNX	B++	U.S. Small Cap - Value	32	0.35%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Class A	PETAX	A--	U.S. Real Estate	29	0%
Global & Intl. Equity
Schwab Fundamental International Small Company Index Fund	SFILX	C++	International Small Cap	19	0.47%
Schwab Fundamental Emerging Markets Large Company Index Fund	SFENX	A++	Emerging Markets	19	0.51%
Schwab Fundamental International Large Company Index Fund	SFNNX	A+	International Large Cap - Value	22	0.34%
Invesco Balanced-Risk Allocation Fund Class Y	ABRYX	B++	International Small Cap	9	0.89%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
TCW Total Return Bond Fund Class I	TGLMX	B--	U.S. Treasury - Intermediate / Long	3	0.44%
Templeton Global Bond Fund Advisor Class	TGBAX	C--	U.S. Treasury - Intermediate	4	0.61%
Other
PIMCO All Asset All Authority Fund Class D	PAUDX		Other	0	0.58%
PIMCO Income Fund Class D	PONDX		Other	0	0.77%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information