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Delaware North Companies 401(K) Union 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     
ClearBridge Appreciation Fund Class ASHAPXC+U.S. Mega Cap11fund risk1.02%
American Funds AMCAP Fund Class AAMCPXDU.S. All Cap12fund risk0.7%
Dreyfus Institutional S&P 500 Stock Index Fund Class IDSPIXD+U.S. Mega Cap13fund risk0.2%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
U.S. Equities - Growth     
American Funds New Perspective Fund Class AANWPXD++U.S. Large Cap - Growth12fund risk0.79%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXB-U.S. Large Cap - Value11fund risk0.92%
MFS Value Fund Class IMEIIXB-U.S. Large Cap - Value11fund risk0.67%
JPMorgan Mid Cap Value Fund Class AJAMCXD--U.S. Mid Cap - Value11fund risk1.23%
Global & Intl. Equity     
Invesco Developing Markets Fund R5 ClassGTDIXA--Emerging Markets12fund risk1.01%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXAInternational Large Cap - Growth6fund risk1.05%
MFS International New Discovery Fund Class AMIDAXA-Europe9fund risk1.39%
MFS International Value Fund Class R4MINHXAInternational Large Cap - Growth9fund risk0.83%
Bonds     
MFS Government Securities Fund Class R4MFGJXC++U.S. Treasury - Intermediate3fund risk0.62%
MFS Total Return Bond Fund Class R4MRBJXC++Bond - U.S. Corporate3fund risk0.65%
Templeton Global Bond Fund Advisor ClassTGBAXB++U.S. Treasury - Long4fund risk0.61%
Other     
Invesco Structured Value IASIVX Other0fund risk0.75%
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