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Viracor Management, Llc 401(K) 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     
John Hancock Funds Retirement Living through 2020 Portfolio Class 1JLDOXB--U.S. Mid Cap15fund risk0.13%
American Funds American Balanced Fund Class R-5RLBFXCU.S. All Cap18fund risk0.34%
John Hancock Funds Retirement Living through 2025 Portfolio Class 1JLEOXB--U.S. Mid Cap18fund risk0.13%
John Hancock Funds Retirement Living through 2030 Portfolio Class 1JLFOXB--U.S. Mid Cap21fund risk0.13%
John Hancock Funds Retirement Living through 2035 Portfolio Class 1JLHOXDU.S. All Cap24fund risk0.13%
John Hancock Funds Retirement Living through 2040 Portfolio Class 1JLIOXDU.S. All Cap26fund risk0.14%
John Hancock Funds Retirement Living through 2050 Portfolio Class 1JLKOXFU.S. All Cap28fund risk0.16%
John Hancock Funds Retirement Living through 2045 Portfolio Class 1JLJOXFU.S. All Cap28fund risk0.14%
American Funds Investment Company of America Class R-5RICFXDU.S. Large Cap28fund risk0.35%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1JILAXFU.S. All Cap29fund risk0.11%
Domini Social Equity Fund Institutional ClassDIEQXB++U.S. Mega Cap31fund risk0.8%
American Funds Washington Mutual Investors Fund Class R-5RWMFXFU.S. Large Cap32fund risk0.35%
John Hancock Variable Insurance Trust 500 Index Trust B Series IJFIVXDU.S. Large Cap32fund risk0.73%
Davis New York Venture Fund Class ANYVTXFU.S. All Cap33fund risk0.88%
ClearBridge Aggressive Growth Fund Class ISAGYXCU.S. All Cap33fund risk0.87%
John Hancock Variable Insurance Trust Small Cap Index Trust Series IJESIXC--U.S. Small Cap38fund risk0.54%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXF--U.S. Small Cap38fund risk0.37%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-5RGAFXD++U.S. All Cap - Growth29fund risk0.39%
T. Rowe Price Health Sciences FundPRHSXA++U.S. All Cap - Growth30fund risk0.79%
Oppenheimer Global Fund Class AOPPAXF++U.S. All Cap - Growth32fund risk1.19%
John Hancock II Mid Cap Stock Fund Class 1JIMSXA+U.S. Mid Cap - Growth32fund risk0.92%
John Hancock Funds Blue Chip Growth Fund Class 1JIBCXC++U.S. Large Cap - Growth32fund risk0.83%
John Hancock II Capital Appreciation Fund Class 1JICPXA++U.S. All Cap - Growth32fund risk0.78%
John Hancock Variable Insurance Trust Science & Technology Trust Series IJESTXC++U.S. All Cap - Growth32fund risk1.13%
T. Rowe Price Science and Technology Fund Advisor ClassPASTXD++U.S. All Cap - Growth33fund risk1.08%
Franklin Small-Mid Cap Growth Fund Class AFRSGXA+U.S. Mid Cap - Growth33fund risk0.96%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXB--U.S. Small Cap - Growth35fund risk0%
American Century Heritage Fund Investor ClassTWHIXC+U.S. Mid Cap - Growth36fund risk1%
Invesco Small Cap Growth Fund R5 ClassGTSVXA--U.S. Small Cap - Growth37fund risk0.83%
U.S. Equities - Value     
Franklin Mutual Beacon Fund Class ZBEGRXD--U.S. All Cap - Value30fund risk0.8%
Franklin Mutual Global Discovery Fund Class ZMDISXF--U.S. All Cap - Value31fund risk0.98%
John Hancock Funds Disciplined Value Fund Class R6JDVWXD--U.S. Large Cap - Value34fund risk0.73%
T. Rowe Price Equity Income FundPRFDXF--U.S. All Cap - Value34fund risk0.67%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC--U.S. Mid Cap - Value36fund risk0.74%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series IJECIXA--U.S. Mid Cap - Value37fund risk0.49%
John Hancock Variable Insurance Trust Financial Industries Trust Series IJEFSXC--U.S. Mid Cap - Value38fund risk0.91%
John Hancock Variable Insurance Trust Small Cap Value Trust Series IJESVXF--U.S. Small Cap - Value38fund risk1.15%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXF--U.S. Small Cap - Value41fund risk0.37%
Specialty     
John Hancock II Real Estate Securities Fund Class 1JIREXC--U.S. Real Estate38fund risk0.79%
Global & Intl. Equity     
John Hancock Funds Retirement Living through 2010 Portfolio Class 1JLAOXA--Europe12fund risk0.14%
John Hancock Funds Retirement Living through 2015 Portfolio Class 1JLBOXA--Europe13fund risk0.14%
American Funds EuroPacific Growth Fund Class R-5RERFXA--Europe26fund risk0.54%
Oppenheimer Developing Markets Fund Class YODVYXA--Emerging Markets27fund risk1.01%
John Hancock Variable Insurance Trust International Equity Index Trust B Series IJIEQXC--International Large Cap27fund risk0.39%
John Hancock II International Value Fund Class 1JIVIXF--Europe27fund risk0.96%
Bonds     
John Hancock II High Yield Fund Class 1JIHDXF--Bond - U.S. High Yield11fund risk0.76%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
PIMCO Total Return Fund Class APTTAXD++Bond - Multi Sector6fund risk0.85%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXF++Bond - U.S. Corporate7fund risk0.8%
T. Rowe Price Spectrum Income FundRPSIXD--Bond - U.S. High Yield8fund risk0.69%
PIMCO Real Return Fund Class APRTNXC++U.S. Treasury - TIPS8fund risk0.85%
Other     
John Hancock Variable Insurance Trust Utilities Trust Series IJEUTX Other0fund risk0.97%
John Hancock Variable Insurance Trust Value Trust Series IJEVLX Other0fund risk0.81%
John Hancock II International Small Cap Fund Class 1JIIMX Other0fund risk1.18%
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