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Lessees Of B.V. Hedrick Gravel And Sand Company Salary Deferral And Profit Sharing Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Growth
Janus Triton Fund Class N
JGMNX
C+
U.S. Small Cap - Growth
25
0.68%
U.S. Equities - Value
Invesco Equity and Income Fund Class Y
ACETX
B++
U.S. All Cap - Value
18
0.53%
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
22
0.28%
Specialty
Principal Real Estate Securities Fund Institutional Class
PIREX
C--
U.S. Real Estate
27
0.88%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
19
0.49%
Delaware Emerging Markets Fund Institutional Class
DEMIX
B++
Emerging Markets
22
1.46%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Income Fund Institutional Class
PIMIX
A++
Bond - U.S. High Yield
3
0.45%
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