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Hoerbiger Profit Sharing And 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     
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXBU.S. All Cap13fund risk0.78%
Ivy Asset Strategy Fund Class AWASAXBU.S. All Cap14fund risk0.96%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
U.S. Equities - Growth     
William Blair Mid Cap Growth Fund Class NWCGNXC--U.S. Mid Cap - Growth23fund risk1.35%
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
Nuveen Real Estate Securities Fund Class IFARCXD--U.S. Real Estate26fund risk1%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap19fund risk0.54%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - U.S. Corporate2fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Loomis Sayles Strategic Income Fund Class YNEZYXB++Bond - U.S. High Yield5fund risk0.7%
Transamerica Partners Institutional Mid Value FundDIMVX Other0fund risk0.9%
Transamerica Institutional Asset Allocation-Short Horizon FundDISHX Other0fund risk0.1%
Transamerica Partners Institutional Stock Index FundDISFX Other0fund risk0.3%
Royce Low-Priced Stock Fund Investment ClassRLPHX Other0fund risk1.24%
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