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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     
American Funds American Balanced Fund Class R-6RLBGXCU.S. All Cap17fund risk0.29%
John Hancock Funds Retirement Choices at 2035 Portfolio Class 1JRYOXDU.S. All Cap19fund risk0.3%
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1JRROXDU.S. All Cap21fund risk0.3%
John Hancock Funds Retirement Choices at 2045 Portfolio Class 1JRVOXDU.S. All Cap22fund risk0.3%
John Hancock Funds Retirement Choices at 2050 Portfolio Class 1JRIOXDU.S. All Cap23fund risk0.3%
Janus Global Life Sciences Fund Class IJFNIXAU.S. All Cap26fund risk0.77%
Vanguard Total World Stock ETFVTFU.S. All Cap29fund risk0.18%
JPMorgan U.S. Equity Fund Class R6JUEMXAU.S. Large Cap30fund risk0.54%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXF++U.S. All Cap - Growth27fund risk0.45%
Vanguard Mid-Cap Growth ETFVOTCU.S. Mid Cap - Growth30fund risk0.09%
Vanguard Growth Index Fund Admiral SharesVIGAXC++U.S. Large Cap - Growth30fund risk0.09%
Science & Technology FundB++U.S. All Cap - Growth30fund risk1.13%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC--U.S. Small Cap - Growth32fund risk0%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXD--U.S. Mega Cap - Value30fund risk0.08%
Vanguard Mid-Cap Value ETFVOEC--U.S. Mid Cap - Value32fund risk0.09%
WisdomTree MidCap Earnings FundEZMF--U.S. Mid Cap - Value34fund risk0.38%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXF--U.S. Mid Cap - Value34fund risk0.09%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB--U.S. Small Cap - Value34fund risk0.37%
Vanguard Energy Fund Admiral SharesVGELXF--U.S. Mid Cap - Value40fund risk0.32%
Specialty     
Real Estate Securities fundB--U.S. Real Estate35fund risk0.1%
Global & Intl. Equity     
John Hancock Funds Retirement Choices at 2025 Portfolio Class 1JREOXA--Europe12fund risk0.38%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1JRHOXA--International Large Cap16fund risk0.33%
Templeton World Fund Class ATEMWXB--International Large Cap - Value21fund risk1.05%
Bonds     
John Hancock Stable ValueC+U.S. Cash / Money Market0fund risk0%
Templeton Global Bond Fund Class R6FBNRXF++U.S. Treasury - Short5fund risk0.51%
John Hancock Bond Fund Class R6JHBSXC+Bond - U.S. Corporate6fund risk0.5%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC++U.S. Treasury - TIPS8fund risk0.12%
John Hancock Funds Retirement Choices Income Portfolio Class 1JRFOXB--Bond - Emerging Market9fund risk0.54%
John Hancock Funds Retirement Choices at 2020 Portfolio Class 1JRWOXA--Bond - Emerging Market9fund risk0.45%
Other     
Utilities Fund Other0fund risk0.97%
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