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401k, 403b plan

Compass Group Retirement 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     
BlackRock Institutional Equity Index Fund CU.S. Large Cap20fund risk0.07%
Meridian Small Cap Growth Fund A ClassMSGAXB++U.S. Small Cap28fund risk1.6%
U.S. Equities - Growth     
BlackRock Inst. Russell 2500 IndexA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXC++U.S. Small Cap - Value36fund risk0.82%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth19fund risk0.54%
Blackrock MSCI ACW ex-U.S. Index Non-LendingBInternational Large Cap19fund risk0%
Wells Fargo Stable Value Fund NCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
BlackRock Instl. U.S. Debt Index Fund Non-LendingC-Bond - Multi Sector3fund risk0.07%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
DE Investments Large Cap Growth Other0fund risk1.75%
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