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Insperity 401K 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     
State Street Target Retirement 2020 Fund Class KSSBOXCU.S. All Cap10fund risk0%
State Street Target Retirement 2025 Fund Class KSSBSXCU.S. All Cap12fund risk0%
State Street Target Retirement 2030 Fund Class KSSBYXCU.S. All Cap13fund risk0%
State Street Target Retirement 2035 Fund Class KSSCKXCU.S. All Cap15fund risk0%
State Street Target Retirement 2040 Fund Class KSSCQXCU.S. All Cap16fund risk0%
State Street Target Retirement 2045 Fund Class KSSDEXCU.S. All Cap17fund risk0%
State Street Target Retirement 2060 Fund Class KSSDYXBU.S. All Cap17fund risk0%
State Street Target Retirement 2055 Fund Class KSSDQXBU.S. All Cap17fund risk0%
State Street Target Retirement 2050 Fund Class KSSDLXBU.S. All Cap17fund risk0%
SSgA S&P 500 IndexCU.S. Large Cap20fund risk0.09%
T. Rowe Price Mid-Cap Growth Fund Advisor ClassPAMCXD++U.S. Mid Cap22fund risk1.03%
State Street Target Retirement Fund Class KSSFOXCU.S. All Cap8fund risk0%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXF--U.S. Large Cap - Growth25fund risk1%
SSgA Russell Small/Mid Cap Index Fund (K)A+U.S. Small Cap - Growth27fund risk0.1%
Hartford Small Cap Growth HLS Fund Class IBHBSGXF+U.S. Small Cap - Growth29fund risk0.92%
U.S. Equities - Value     
PIMCO All Asset All Authority Fund Institutional ClassPAUIXA++U.S. Mid Cap - Value11fund risk0.18%
Victory Sycamore Mid Cap Value Fund R6B++U.S. Mid Cap - Value24fund risk0.81%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Specialty     
T. Rowe Price Real Estate AdvPAREXC--U.S. Real Estate31fund risk1.03%
Global & Intl. Equity     
SSgA Global All Cap ex-US Index Fund (K)AInternational Large Cap18fund risk0.14%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Bonds     
NY Life Anchor Fund (Stable Value)CU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
SSgA U.S. Bond Index Fund (M)C-Bond - Multi Sector3fund risk0.08%
PIMCO Income Fund Institutional ClassPIMIXA++Bond - U.S. High Yield3fund risk0.45%
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