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401(K) Savings And Retirement Plan Sponsored By Natixis Global Asset Mgmt

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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     
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap21fund risk0.36%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
Gateway Fund Class Y SharesGTEYXB-U.S. Mega Cap9fund risk0.7%
U.S. Equities - Growth     
Loomis Sayles Growth Fund Class YLSGRXC--U.S. All Cap - Growth22fund risk0.77%
Artisan Mid Cap Fund Institutional ClassAPHMXB--U.S. Mid Cap - Growth24fund risk0.96%
Loomis Sayles Small Cap Growth Fund Institutional ClassLSSIXC+U.S. Small Cap - Growth26fund risk0.94%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXA++U.S. All Cap - Value18fund risk0.77%
Oakmark Fund Class IOAKMXA++U.S. All Cap - Value27fund risk0.95%
Oakmark Select Fund Class IOAKLXA++U.S. All Cap - Value28fund risk1.01%
Loomis Sayles Small Capital Value Fund Institutional ClassLSSCXD++U.S. Small Cap - Value31fund risk0.9%
The Delafield FundDEFIXB++U.S. Small Cap - Value34fund risk1.2%
Natixis Funds Trust IV AEW Real Estate Fund Class YNRFYXB--U.S. Real Estate22fund risk1.1%
Global & Intl. Equity     
Oakmark International Fund Class IOAKIXA+International Large Cap - Value29fund risk0.98%
Natixis Funds Trust II ASG Global Alternatives Fund Class YGAFYXC-International Large Cap - Growth5fund risk1.32%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
Loomis Sayles Core Plus Bond Fund Class YNERYXC-Bond - U.S. Corporate3fund risk0.54%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Loomis Sayles Bond Fund Institutional ClassLSBDXC++Bond - U.S. High Yield5fund risk0.63%
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