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The Trustees of Japan Business Systems Technology 401(K) Profit Sharing 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     
John Hancock Funds Retirement Choices at 2035 Portfolio Class 1JRYOXCU.S. All Cap10fund risk0.3%
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1JRROXCU.S. All Cap12fund risk0.3%
John Hancock Funds Retirement Choices at 2045 Portfolio Class 1JRVOXCU.S. All Cap12fund risk0.3%
John Hancock Funds Retirement Choices at 2050 Portfolio Class 1JRIOXCU.S. All Cap12fund risk0.3%
Vanguard Total World Stock ETFVTDU.S. All Cap15fund risk0.18%
JPMorgan U.S. Equity Fund Class R6JUEMXDU.S. Large Cap18fund risk0.54%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap20fund risk0.37%
John Hancock Funds Retirement Choices at 2025 Portfolio Class 1JREOXAU.S. Large Cap5fund risk0.38%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1JRHOXBU.S. All Cap8fund risk0.33%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXCU.S. All Cap - Growth17fund risk0.45%
Janus Global Life Sciences Fund Class IJFNIXD--U.S. Small Cap - Growth17fund risk0.77%
Vanguard Mid-Cap Growth ETFVOTCU.S. Mid Cap - Growth19fund risk0.09%
Vanguard Growth Index Fund Admiral SharesVIGAXCU.S. Large Cap - Growth20fund risk0.09%
John Hancock Funds Retirement Choices Income Portfolio Class 1JRFOXAU.S. Large Cap - Growth2fund risk0.54%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXA--U.S. Small Cap - Growth21fund risk0%
Science & Technology FundFU.S. All Cap - Growth25fund risk1.13%
U.S. Equities - Value     
Templeton World Fund Class ATEMWXFU.S. All Cap - Value12fund risk1.05%
Vanguard Value Index Fund Institutional SharesVIVIXCU.S. Large Cap - Value15fund risk0.08%
Vanguard Mid-Cap Value ETFVOECU.S. Mid Cap - Value15fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXB--U.S. Small Cap - Value17fund risk0.09%
WisdomTree MidCap Earnings FundEZMB--U.S. Small Cap - Value19fund risk0.38%
Vanguard Energy Fund Admiral SharesVGELXFU.S. All Cap - Value21fund risk0.32%
Utilities FundAU.S. Large Cap - Value10fund risk0.97%
Specialty     
Real Estate Securities fundB++U.S. Real Estate15fund risk0.1%
Global & Intl. Equity     
John Hancock Funds Retirement Choices at 2020 Portfolio Class 1JRWOXAInternational Large Cap - Growth3fund risk0.45%
Bonds     
John Hancock Stable ValueC+U.S. Cash / Money Market0fund risk0%
John Hancock Bond Fund Class R6JHBSXB++Bond - Multi Sector3fund risk0.5%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC++U.S. Treasury - TIPS4fund risk0.12%
Templeton Global Bond Fund Class R6FBNRXC++U.S. Treasury - Intermediate6fund risk0.51%
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