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Hawaii Pacific Health Savings Plan

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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 Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXBU.S. All Cap19fund risk0%
Parnassus Core Equity Fund - Investor SharesPRBLXB-U.S. Mega Cap20fund risk0.87%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Pioneer Fundamental Growth Fund Class YFUNYXD-U.S. Mega Cap21fund risk0.82%
The Hartford MidCap Fund Class YHMDYXD++U.S. Mid Cap25fund risk0.77%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
Baron Small Cap Fund Retail ClassBSCFXC+U.S. Small Cap - Growth26fund risk1.31%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXD++U.S. Mid Cap - Value28fund risk1.17%
Columbia Small Cap Value Fund II Class ZNSVAXA++U.S. Small Cap - Value34fund risk1.04%
Invesco Real Estate Fund R5 ClassIARIXF--U.S. Real Estate27fund risk0.88%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXAInternational Large Cap18fund risk0.12%
Lazard International Strategic Equity Portfolio Open SharesLISOXBEurope19fund risk1.1%
Invesco Developing Markets AD++Emerging Markets20fund risk1.35%
NYL Guaranteed Interest AccountCU.S. Cash / Money Market0fund risk0%
Hartford World Bond R6 C++Bond - U.S. High Yield2fund risk0.69%
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
Pioneer Strategic Income Fund Class YSTRYXA++Bond - U.S. High Yield4fund risk0.74%
American Funds Inflation Linked Bond R6C+U.S. Treasury - TIPS4fund risk0.64%
Brandywine Global High Yield A Other0fund risk0.7%
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