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Mitchell International

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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     
American Funds American Balanced Fund Class R-4RLBEXCU.S. Large Cap12fund risk0.65%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
JPMorgan U.S. Equity Fund Institutional ClassJMUEXCU.S. Large Cap21fund risk0.64%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXB++U.S. Mid Cap24fund risk1.09%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Investor SharesVMGIXB--U.S. Mid Cap - Growth24fund risk0.24%
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXB--U.S. Large Cap - Growth24fund risk0.93%
Janus Triton Fund Class IJSMGXC+U.S. Small Cap - Growth25fund risk0.76%
U.S. Equities - Value     
Principal Diversified Real Asset Fund Institutional ClassPDRDXB++U.S. All Cap - Value12fund risk0.87%
RidgeWorth Ceredex Large Cap Value Equity Fund I SharesSTVTXB++U.S. Large Cap - Value22fund risk0.91%
Principal MidCap S&P 400 Index Fund R-5 ClassPMFPXB++U.S. Mid Cap - Value27fund risk0.42%
Principal SmallCap S&P 600 Index Fund R-5 ClassPSSPXC++U.S. Small Cap - Value33fund risk0.42%
Prudential QMA Small-Cap Value Fund Class ZTASVXC++U.S. Small Cap - Value44fund risk0.67%
Principal Global Diversified Income Fund Institutional ClassPGDIXA++U.S. Mid Cap - Value6fund risk0.78%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Putnam Income Fund Class YPNCYXB-Bond - U.S. Corporate3fund risk0.62%
Other     
Delaware Foundation Equity Fund Institutional ClassDFEIX Other0fund risk0.94%
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