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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 ASHAPXBU.S. Mega Cap15fund risk1.02%
Dreyfus Institutional S&P 500 Stock Index Fund Class IDSPIXCU.S. Large Cap17fund risk0.2%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap18fund risk0.09%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXCU.S. Large Cap8fund risk1.05%
U.S. Equities - Growth     
American Funds New Perspective Fund Class AANWPXCU.S. All Cap - Growth17fund risk0.79%
American Funds AMCAP Fund Class AAMCPXFU.S. All Cap - Growth17fund risk0.7%
U.S. Equities - Value     
MFS Value Fund Class AMEIAXBU.S. Large Cap - Value14fund risk0.92%
MFS Value Fund Class IMEIIXBU.S. Large Cap - Value14fund risk0.67%
JPMorgan Mid Cap Value Fund Class AJAMCXCU.S. Mid Cap - Value15fund risk1.23%
Global & Intl. Equity     
MFS International New Discovery Fund Class AMIDAXDInternational Large Cap - Growth11fund risk1.39%
MFS International Value Fund Class R4MINHXBInternational Large Cap - Growth12fund risk0.83%
Invesco Developing Markets Fund R5 ClassGTDIXA--Emerging Markets15fund risk1.01%
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 ClassTGBAXA++U.S. Treasury - Intermediate6fund risk0.61%
Other     
Invesco Structured Value IASIVX Other0fund risk0.75%
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