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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     
Invesco Mid Cap Core Equity CGTACXC+U.S. Mid Cap12fund risk1.94%
Fidelity Advisor Small Cap CFSCEXC-U.S. Small Cap14fund risk2.06%
U.S. Equities - Growth     
Wells Fargo Advantage Growth CWGFCXFU.S. Mid Cap - Growth16fund risk1.97%
U.S. Equities - Value     
BlackRock Equity Dividend CMCDVXD+U.S. Large Cap - Value11fund risk1.77%
Prudential Jennison Natural Resources CPNRCXF++U.S. Mid Cap - Value22fund risk1.88%
Specialty     
Invesco Real Estate CIARCXD++U.S. Real Estate13fund risk2.05%
Global & Intl. Equity     
Oppenheimer Developing Markets CODVCXB--Emerging Markets13fund risk2.01%
Ivy Asset Strategy CWASCXA--Emerging Markets13fund risk1.71%
BlackRock International Opp CBRECXCInternational Large Cap - Growth15fund risk2.32%
Templeton Global Bond CTEGBXA--Emerging Markets5fund risk1.29%
Bonds     
Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Short-Term Corporate Bd CPIFCXC++Bond - Multi Sector1fund risk1.52%
Other     
Morgan Stanley International CINLCX Other0fund risk2.32%
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