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401k, 403b plan

Ernest Health Inc. 401(K) Retirement 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     
MFS Massachusetts Investors Trust Class R3MITHXFU.S. Large Cap32fund risk0.72%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXF++U.S. All Cap - Growth32fund risk0.94%
Prudential Jennison Mid Cap Growth Fund Class APEEAXB++U.S. Mid Cap - Growth35fund risk1.07%
U.S. Equities - Value     
AllianzGI NFJ Dividend Value Fund Class APNEAXC--U.S. Mega Cap - Value36fund risk1.05%
JPMorgan Mid Cap Value Fund Class AJAMCXF--U.S. Mid Cap - Value39fund risk1.23%
Fidelity Advisor Small Cap Value Fund Class AFCVAXB--U.S. Small Cap - Value41fund risk1.36%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF--U.S. Small Cap - Value42fund risk1.17%
Specialty     
Prudential Global Real Estate Fund Class APURAXB--U.S. Real Estate34fund risk1.26%
Global & Intl. Equity     
Fidelity Advisor International Discovery Fund Class AFAIDXA--Europe28fund risk1.33%
Invesco Developing Markets Fund Class AGTDDXB-Emerging Markets28fund risk1.38%
Columbia Acorn International Fund Class ALAIAXA-International Small Cap29fund risk1.23%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Bond Fund Admin ClassLBFAXDBond - U.S. High Yield8fund risk1.18%
Other     
Nuveen Mid Cap Index Fund Class AFDXAX Other0fund risk0.73%
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