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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. All Cap17fund risk0.65%
JPMorgan U.S. Equity Fund Institutional ClassJMUEXAU.S. Large Cap30fund risk0.64%
Vanguard Institutional Index Fund Institutional SharesVINIXF++U.S. Mega Cap30fund risk0.04%
Janus Triton Fund Class IJSMGXF--U.S. Mid Cap31fund risk0.76%
Principal MidCap S&P 400 Index Fund R-5 ClassPMFPXD--U.S. Mid Cap33fund risk0.42%
Principal SmallCap S&P 600 Index Fund R-5 ClassPSSPXF--U.S. Small Cap34fund risk0.42%
U.S. Equities - Growth     
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXD++U.S. All Cap - Growth30fund risk0.93%
Vanguard Mid-Cap Growth Index Fund Investor SharesVMGIXDU.S. Mid Cap - Growth30fund risk0.24%
U.S. Equities - Value     
RidgeWorth Ceredex Large Cap Value Equity Fund I SharesSTVTXC--U.S. Large Cap - Value31fund risk0.91%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXC--U.S. Mid Cap - Value33fund risk1.09%
Prudential QMA Small-Cap Value Fund Class ZTASVXF--U.S. Small Cap - Value40fund risk0.67%
Global & Intl. Equity     
Principal Diversified Real Asset Fund Institutional ClassPDRDXF--Europe17fund risk0.87%
American Funds EuroPacific Growth Fund Class R-4REREXB--Europe24fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Principal Global Diversified Income Fund Institutional ClassPGDIXF--Bond - U.S. High Yield10fund risk0.78%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
Putnam Income Fund Class YPNCYXC+Bond - U.S. Corporate7fund risk0.62%
Other     
Delaware Foundation Equity Fund Institutional ClassDFEIX Other0fund risk0.94%
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