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Riverdale

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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     
T. Rowe Price Mid-Cap Growth FundRPMGXD++U.S. Mid Cap22fund risk0.78%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXD++U.S. Mid Cap23fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC++U.S. Small Cap27fund risk0.08%
U.S. Equities - Growth     
MainStay Large Cap Growth Fund Class IMLAIXD--U.S. Large Cap - Growth25fund risk0.77%
Baron Small Cap Fund Retail ClassBSCFXC+U.S. Small Cap - Growth26fund risk1.31%
U.S. Equities - Value     
MainStay Balanced Fund Class IMBAIXB++U.S. All Cap - Value14fund risk0.91%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. Mid Cap - Value24fund risk0.8%
William Blair Small Cap Value Fund Class IBVDIXF++U.S. Small Cap - Value31fund risk1.24%
Specialty     
Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio Class IMSUSXD--U.S. Real Estate36fund risk1%
Global & Intl. Equity     
MainStay ICAP International Fund Class IICEUXCEurope18fund risk0.95%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXB++Emerging Markets19fund risk1.09%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Other     
Vanguard Developed Markets Index Fund Investor SharesVDMIX Other0fund risk0.2%
MainStay ICAP Equity Fund Class IICAEX Other0fund risk0.9%
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