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The Trustees of Bodin Associates 401(k) Plan

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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%
John Hancock Funds Lifestyle Balanced Portfolio Class 1JILBXBU.S. All Cap13fund risk0.11%
John Hancock Funds Lifestyle Growth Portfolio Class 1JILGXAU.S. All Cap16fund risk0.11%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1JILAXAU.S. All Cap20fund risk0.11%
JPMorgan U.S. Equity Fund Class R5JUSRXCU.S. Large Cap21fund risk0.59%
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series IJETSXFU.S. Large Cap27fund risk0.57%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series IJECIXD++U.S. Mid Cap33fund risk0.49%
John Hancock Variable Insurance Trust Small Cap Index Trust Series IJESIXF++U.S. Small Cap34fund risk0.54%
Royce Opportunity Fund Investment ClassRYPNXA++U.S. Small Cap34fund risk1.16%
John Hancock Funds Lifestyle Conservative Portfolio Class 1JILCXBU.S. All Cap5fund risk0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1JILMXBU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXA--U.S. All Cap - Growth22fund risk0.68%
Fidelity Advisor New Insights Fund Class IFINSXD--U.S. All Cap - Growth23fund risk0.68%
Vanguard Mid-Cap Growth ETFVOTB--U.S. Mid Cap - Growth24fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC+U.S. Small Cap - Growth26fund risk0%
American Century Heritage Fund Investor ClassTWHIXB--U.S. Mid Cap - Growth27fund risk1%
Invesco Small Cap Growth Fund R5 ClassGTSVXA--U.S. Mid Cap - Growth29fund risk0.83%
U.S. Equities - Value     
Franklin Founding Funds Allocation Fund Advisor ClassFFAAXD++U.S. Large Cap - Value16fund risk0.14%
Franklin Mutual Global Discovery Fund Class ZMDISXC++U.S. All Cap - Value21fund risk0.98%
John Hancock Funds Disciplined Value Fund Class R6JDVWXA++U.S. Large Cap - Value24fund risk0.73%
John Hancock Funds Equity-Income Fund Class 1JIEMXB++U.S. All Cap - Value25fund risk0.83%
Vanguard Mid-Cap Value ETFVOEC++U.S. Mid Cap - Value27fund risk0.09%
John Hancock Variable Insurance Trust Mid Value Trust Series IJEMUXB++U.S. All Cap - Value27fund risk0.99%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
T. Rowe Price Spectrum Income FundRPSIXB++U.S. Mid Cap - Value5fund risk0.69%
Specialty     
John Hancock II Real Estate Securities Fund Class 1JIREXC--U.S. Real Estate27fund risk0.79%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth19fund risk0.54%
Oppenheimer International Growth Fund Class YOIGYXA-International Large Cap - Growth19fund risk0.9%
John Hancock Disciplined Value International Fund Class R6JDIUXA+International Large Cap - Value20fund risk0%
Bonds     
Money Market FundCU.S. Cash / Money Market0fund risk0%
Fidelity Advisor Total Bond Fund Class IFEPIXB-Bond - U.S. Corporate3fund risk0.51%
John Hancock II High Yield Fund Class 1JIHDXA++Bond - U.S. High Yield6fund risk0.76%
Other     
Keeley Small Cap Value Fund Class AKSCVX Other0fund risk1.36%
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