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Ultimate Kronos Group (UKG) HSA

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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     
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap12fund risk0.29%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard Total World Stock Index Fund Institutional SharesVTWIXBU.S. All Cap19fund risk0.16%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
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%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
Neuberger Berman Mid Cap Growth Fund Institutional ClassNBMLXA--U.S. Mid Cap - Growth25fund risk0.75%
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXC+U.S. Small Cap - Growth26fund risk0.08%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-6RIRGXC+U.S. Mega Cap - Value13fund risk0.3%
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXB++U.S. All Cap - Value26fund risk0.27%
JPMorgan Market Expansion Enhanced Index (OMYGX)B++U.S. Mid Cap - Value30fund risk0.93%
Northern Small Cap Value FundNOSGXF++U.S. Small Cap - Value35fund risk1%
Specialty     
Nuveen Real Estate Securities Fund Class IFARCXD--U.S. Real Estate26fund risk1%
Global & Intl. Equity     
Fidelity Advisor Diversified International Fund I ClassFDVIXB-International Large Cap - Growth18fund risk0.97%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXAInternational Large Cap18fund risk0.12%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXC++Emerging Markets19fund risk0.12%
Bonds     
HCB Interest Bearing AccountCU.S. Cash / Money Market0fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-Bond - U.S. Corporate2fund risk0.5%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC-Bond - Multi Sector3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
Lord Abbett High Yield Fund Class ILAHYXA++Bond - U.S. High Yield7fund risk0.75%
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