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Allied Universal 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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
American Funds Balanced Portfolio Class R-6RBAGXCU.S. All Cap12fund risk0.04%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXBU.S. All Cap19fund risk0%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXD++U.S. Mid Cap23fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC++U.S. Small Cap27fund risk0.08%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
Franklin Small Cap Growth Fund Class R6FSMLXA+U.S. Small Cap - Growth26fund risk0%
Pioneer Select Mid Cap Growth Fund Class RPGRRXA--U.S. Mid Cap - Growth27fund risk1.52%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXD+U.S. Mega Cap - Value21fund risk0.56%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. Mid Cap - Value24fund risk0.8%
Undiscovered Managers Behavioral Value Fund Institutional ClassUBVLXC++U.S. Small Cap - Value42fund risk1%
Specialty     
Nuveen Real Estate Securities Fund Class R6FREGXC--U.S. Real Estate26fund risk0.88%
Global & Intl. Equity     
Oppenheimer International Diversified Fund Class IOIDIXA-International Large Cap - Growth18fund risk0.21%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
Bonds     
MassMutual Guaranteed Interest AccountCU.S. Cash / Money Market0fund risk0%
Western Asset Core Plus Bond Fund Class IWACPXC-Bond - U.S. Corporate4fund risk0.51%
Ivy High Income Fund Class R6IHIFXA++Bond - U.S. High Yield7fund risk1.07%
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