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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     
American Funds 2035 Target Date Retirement Fund Class R-4RDFTXCU.S. Large Cap12fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-4RDGTXCU.S. All Cap13fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-4RDHTXCU.S. All Cap13fund risk0%
American Funds 2060 Target Date Retirement Fund Class R-4RDKTXDU.S. Large Cap14fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-4RDJTXDU.S. All Cap14fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-4RDITXDU.S. All Cap14fund risk0%
American Funds Capital World Growth & Income - R4DU.S. Large Cap14fund risk0.8%
Thornburg Value R3DU.S. All Cap16fund risk1.34%
State Street S&P 500 Index Cl FCU.S. Large Cap17fund risk0.24%
Columbia MidCap Index ADU.S. Mid Cap18fund risk0.45%
American Funds 2010 Target Date Retirement Fund Class R-4RDATXBU.S. Large Cap5fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-4RDBTXBU.S. Large Cap6fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-4RDCTXBU.S. Large Cap6fund risk0%
Fidelity VIP Asset Mngr InitialBU.S. All Cap8fund risk0.66%
American Funds 2025 Target Date Retirement Fund Class R-4RDDTXCU.S. Large Cap8fund risk0%
American Funds 2030 Target Date Retirement Fund Class R-4RDETXCU.S. Large Cap10fund risk0%
U.S. Equities - Growth     
Pioneer VCT InstBU.S. Large Cap - Growth18fund risk0.82%
Fidelity VIP Contrafund InitFU.S. Large Cap - Growth20fund risk0.66%
American Century Heritage ACU.S. Mid Cap - Growth20fund risk1.25%
Vanguard VIP Small Company Growth Instl.A--U.S. Small Cap - Growth21fund risk0.08%
American Century Ultra Inv.DU.S. All Cap - Growth22fund risk0.99%
U.S. Equities - Value     
Fidelity VIP Eqty-Inc InitBU.S. Large Cap - Value14fund risk0.64%
Virtus Ceredex MCV Equity IAU.S. Mid Cap - Value15fund risk1.09%
AllianzGI NFJ Small Cap Value AdminB--U.S. Small Cap - Value18fund risk1.02%
Virtus Ceredex Small Cap Value Equity IB--U.S. Small Cap - Value19fund risk1.22%
Global & Intl. Equity     
Oppenheimer Intl. Growth YDInternational Large Cap - Growth16fund risk0.9%
Oppenheimer Dev Markets AA--Emerging Markets16fund risk1.35%
Bonds     
Alternate Fixed AccountC+U.S. Cash / Money Market0fund risk0%
Pioneer Strategic Income Fund Class YSTRYXB++Bond - U.S. Corporate2fund risk0.74%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector4fund risk0.71%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield4fund risk0.8%
Other     
Templeton Global Bond Fund Class ATPINX Other0fund risk0.86%
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