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Delaware North Companies 401(K) Union Plan

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PLAN FUNDS investment options ratings help
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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     
ClearBridge Appreciation Fund Class ASHAPXF++U.S. Mega Cap29fund risk1.02%
Dreyfus Institutional S&P 500 Stock Index Fund Class IDSPIXD++U.S. Mega Cap30fund risk0.2%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXF--U.S. Mid Cap33fund risk0.09%
U.S. Equities - Growth     
American Funds AMCAP Fund Class AAMCPXF++U.S. All Cap - Growth27fund risk0.7%
American Funds New Perspective Fund Class AANWPXF++U.S. All Cap - Growth27fund risk0.79%
U.S. Equities - Value     
MFS Value Fund Class IMEIIXB--U.S. Large Cap - Value30fund risk0.67%
MFS Value Fund Class AMEIAXB--U.S. Large Cap - Value30fund risk0.92%
JPMorgan Mid Cap Value Fund Class AJAMCXD--U.S. Mid Cap - Value32fund risk1.23%
Global & Intl. Equity     
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXA--Europe15fund risk1.05%
MFS International Value Fund Class R4MINHXB-International Large Cap - Growth21fund risk0.83%
MFS International New Discovery Fund Class AMIDAXF--Europe22fund risk1.39%
Invesco Developing Markets Fund R5 ClassGTDIXB--Emerging Markets25fund risk1.01%
Bonds     
Templeton Global Bond Fund Advisor ClassTGBAXD++U.S. Treasury - Short5fund risk0.61%
MFS Government Securities Fund Class R4MFGJXD++U.S. Treasury - Intermediate5fund risk0.62%
MFS Total Return Bond Fund Class R4MRBJXC+Bond - U.S. Corporate6fund risk0.65%
Other     
Invesco Structured Value IASIVX Other0fund risk0.75%
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