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Perceptron, Inc. T. Rowe Price
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
21
0.05%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class I
MEFZX
A--
U.S. Mid Cap - Growth
22
0.73%
T. Rowe Price Blue Chip Growth Fund
TRBCX
F--
U.S. Large Cap - Growth
25
0.74%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A+
U.S. Small Cap - Growth
27
0.1%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class R6
LCEFX
D++
U.S. All Cap - Value
21
0.48%
MFS Mid Cap Value Fund Class R6
MVCKX
C++
U.S. Mid Cap - Value
26
0.88%
Nuveen Small Cap Value Fund Class R3
FSVSX
D++
U.S. Small Cap - Value
35
1.71%
Global & Intl. Equity
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
10
0.07%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
A
International Large Cap
18
0.14%
Rainier International Discovery Fund Institutional Shares
RAIIX
A-
International Large Cap - Growth
19
1.25%
Oppenheimer Developing Markets Fund Class I
ODVIX
D++
Emerging Markets
20
0.87%
Oakmark International Fund Class Institutional
OANIX
A+
International Large Cap - Value
29
0%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Income Fund Institutional Class
PIMIX
A++
Bond - U.S. High Yield
3
0.45%
Western Asset Core Bond Fund Class IS
WACSX
C-
Bond - U.S. Corporate
4
0.44%
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