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Brambles Usa 401(K) Plan For Chep Employees

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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     
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap13fund risk0.76%
JPMorgan U.S. Equity Fund Institutional ClassJMUEXDU.S. Large Cap18fund risk0.64%
Costco Wholesale CorporationCOSTAU.S. Mega Cap23fund risk0%
VanEck Global Hard Assets Fund Class YGHAYXF--U.S. Small Cap23fund risk1.13%
T. Rowe Price Retirement 2005 FundTRRFXAU.S. All Cap5fund risk0.58%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap6fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap9fund risk0.72%
T. Rowe Price Balanced FundRPBAXBU.S. Large Cap10fund risk0.6%
U.S. Equities - Growth     
Baron Growth Fund Institutional SharesBGRIXCU.S. Mid Cap - Growth21fund risk1.05%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXBU.S. Mid Cap - Value16fund risk0.89%
Dodge & Cox Stock FundDODGXFU.S. All Cap - Value17fund risk0.52%
AllianzGI NFJ Small-Cap Value Fund Institutional ClassPSVIXB--U.S. Small Cap - Value18fund risk0.77%
Specialty     
Principal Global Real Estate Securities Fund Institutional ClassPOSIXB++U.S. Real Estate11fund risk0.92%
Nuveen Real Estate Securities Fund Class IFARCXB++U.S. Real Estate15fund risk1%
Procter & Gamble CoPGA++U.S. Real Estate20fund risk0%
Global & Intl. Equity     
Columbia Acorn International Fund Class ZACINXDInternational Large Cap - Growth15fund risk0.93%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXB--Emerging Markets15fund risk1.09%
Oakmark International Fund Class IOAKIXB--Europe17fund risk0.98%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class IMWTIXB++U.S. Treasury - Intermediate3fund risk0.4%
JPMorgan High Yield Fund Select ClassOHYFXC++Bond - U.S. High Yield4fund risk0.84%
Prudential High-Yield Fund Class ZPHYZXC++Bond - U.S. High Yield4fund risk0.58%
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