Hoerbiger Profit Sharing And 401K Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	B	U.S. All Cap	13	0.78%
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	14	0.96%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
U.S. Equities - Growth
William Blair Mid Cap Growth Fund Class N	WCGNX	C--	U.S. Mid Cap - Growth	23	1.35%
T. Rowe Price Blue Chip Growth Fund	TRBCX	F--	U.S. Large Cap - Growth	25	0.74%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	C++	U.S. All Cap - Value	22	0.72%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	D--	U.S. Real Estate	26	1%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
DFA International Small Company Portfolio Institutional Class	DFISX	C++	International Small Cap	19	0.54%
Oppenheimer Developing Markets Fund Class Y	ODVYX	D++	Emerging Markets	20	1.01%
Bonds
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B-	Bond - U.S. Corporate	2	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	B++	Bond - U.S. High Yield	5	0.7%
Other
Transamerica Partners Institutional Mid Value Fund	DIMVX		Other	0	0.9%
Transamerica Institutional Asset Allocation-Short Horizon Fund	DISHX		Other	0	0.1%
Transamerica Partners Institutional Stock Index Fund	DISFX		Other	0	0.3%
Royce Low-Priced Stock Fund Investment Class	RLPHX		Other	0	1.24%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information