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401k, 403b plan

KPMG 401k

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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     
DFA U.S. Sustainability Core 1 PortfolioDFSIXBU.S. All Cap22fund risk0.33%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
Artisan Mid Cap Fund Investor ClassARTMXB--U.S. Mid Cap - Growth24fund risk1.22%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth26fund risk0.34%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXD+U.S. Mega Cap - Value21fund risk0.92%
Artisan Mid Cap Value Fund Investor ClassARTQXB++U.S. Mid Cap - Value29fund risk1.2%
Hotchkis & Wiley Small Cap Value Fund Class IHWSIXB++U.S. Small Cap - Value39fund risk0.99%
Specialty     
Fidelity Advisor Real Estate Income Fund Class AFRINXA--U.S. Real Estate14fund risk1.07%
Fidelity Real Estate IndexFSRNXC--U.S. Real Estate31fund risk0.07%
Global & Intl. Equity     
MFS International New Discovery Fund Class AMIDAXF++International Small Cap15fund risk1.39%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
JPMorgan Emerging Markets Equity Fund Select ClassJEMSXD++Emerging Markets22fund risk1.51%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Other     
Vanguard 500 Index Fund Institutional Select SharesVFFSX Other0fund risk0%
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