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Plan Information
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Invesco Mid Cap Core Equity C
GTACX
C+
U.S. Mid Cap
12
1.94%
Fidelity Advisor Small Cap C
FSCEX
C-
U.S. Small Cap
14
2.06%
U.S. Equities - Growth
Wells Fargo Advantage Growth C
WGFCX
F
U.S. Mid Cap - Growth
16
1.97%
U.S. Equities - Value
BlackRock Equity Dividend C
MCDVX
D+
U.S. Large Cap - Value
11
1.77%
Prudential Jennison Natural Resources C
PNRCX
F++
U.S. Mid Cap - Value
22
1.88%
Specialty
Invesco Real Estate C
IARCX
D++
U.S. Real Estate
13
2.05%
Global & Intl. Equity
Oppenheimer Developing Markets C
ODVCX
B--
Emerging Markets
13
2.01%
Ivy Asset Strategy C
WASCX
A--
Emerging Markets
13
1.71%
BlackRock International Opp C
BRECX
C
International Large Cap - Growth
15
2.32%
Templeton Global Bond C
TEGBX
A--
Emerging Markets
5
1.29%
Bonds
Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Prudential Short-Term Corporate Bd C
PIFCX
C++
Bond - Multi Sector
1
1.52%
Other
Morgan Stanley International C
INLCX
Other
0
2.32%
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