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Choose up to 20 mutual funds for your plan from over 2,100 no-load, no transaction fee mutual funds. Below is an example of some of the funds you can include in your plan.

Objective

Fund-Symbol/Morningstar Rating

Investment Focus

Growth

Ameristock AMSTX
Excelsior Value & Restructuring UMBIX

Van Kampen Comstock

MPS Value MEIAX

Victory Diversified Stock SRVEX

Northern Growth Equity NOGEX

Schwab S&P 500-SWPEX

Janus Growth & Income

Thornburg Value TVAFX

Whitehall Growth WHGIX

 

Large U.S.
Companies

Weitz Value WVALX
Oakmark Select OAKLX

Strong Opportunity SOPFX

Sound Shore SSHFX

Gabeli Asset GABAX

Goldman Sachs Midcap GCMAX

Dreyfus Midcap Value DMCVX

Artisan Mid Cap ARTQX

Calamos Growth CVGRX

Hartford MidCap HFMCX

 

Midsize U.S Companies

Third Avenue Value TAVFX
Royce Low Priced Stock RYLPX
Boston Partners Small Cap BPSCX
Heartland Value HRTVX
Galaxy Small Cap Value SSCEX
Liberty Acorn ACRNX
Baron Growth BGRFX
Turner MicroCap Growth TMCGX
Buffalo Small Cap BUFSX
Fremont U.S. Micro-Cap FUSMX
RS Diversified Growth RSDGX

 

Small U.S.
Companies

Artisan International ARTIX
American Century International-TWIEX
First Eagle SoGen International SGOVX
Liberty Acorn International ACINX

 

International Companies

Income

Pimco Total Return PTTDX
One Group Bond PGBOX
Stien Roe Intermediate Bond
Dreyfus IntermediateTerm Income DRITX
Strong Government STVSX

Intermediate-
term Bonds

Stability

Schwab Retirement Money Fund-SWRXX (N/A)

Money Market

 

Micro401k, Inc.  is not in the business of rendering investment advice. The above mutual funds and performance history is a sample of the investment choices in the Micro401k Program. Data quoted represents past performance. Investment return and principal value will fluctuate and redemption value may be more or less than original cost. Please ask for a prospectus with more complete information, including charges and expenses. Be sure to read it carefully before you invest or send any money.

 

  Micro401k, Inc.

1-800-720-6575