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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 2020 Target Date Retirement Fund Class R-4RDCTXA--U.S. Mid Cap12fund risk0%
American Funds 2025 Target Date Retirement Fund Class R-4RDDTXCU.S. All Cap14fund risk0%
Fidelity VIP Asset Mngr InitialB--U.S. Mid Cap14fund risk0.66%
American Funds 2030 Target Date Retirement Fund Class R-4RDETXCU.S. All Cap17fund risk0%
American Funds 2035 Target Date Retirement Fund Class R-4RDFTXCU.S. All Cap21fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-4RDGTXDU.S. All Cap23fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-4RDHTXDU.S. All Cap23fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-4RDITXDU.S. All Cap24fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-4RDJTXDU.S. All Cap24fund risk0%
American Funds 2060 Target Date Retirement Fund Class R-4RDKTXDU.S. All Cap24fund risk0%
American Funds Capital World Growth & Income - R4FU.S. All Cap26fund risk0.8%
Thornburg Value R3C--U.S. Mid Cap29fund risk1.34%
State Street S&P 500 Index Cl FCU.S. Large Cap30fund risk0.24%
Columbia MidCap Index AD--U.S. Mid Cap34fund risk0.45%
U.S. Equities - Growth     
Fidelity VIP Contrafund InitD++U.S. All Cap - Growth29fund risk0.66%
Pioneer VCT InstF++U.S. Large Cap - Growth29fund risk0.82%
American Century Ultra Inv.B++U.S. All Cap - Growth31fund risk0.99%
Vanguard VIP Small Company Growth Instl.C--U.S. Small Cap - Growth32fund risk0.08%
American Century Heritage ACU.S. Mid Cap - Growth33fund risk1.25%
U.S. Equities - Value     
Fidelity VIP Eqty-Inc InitC--U.S. Mega Cap - Value27fund risk0.64%
Virtus Ceredex MCV Equity IC--U.S. Mid Cap - Value33fund risk1.09%
AllianzGI NFJ Small Cap Value AdminB--U.S. Small Cap - Value34fund risk1.02%
Virtus Ceredex Small Cap Value Equity IF--U.S. Mid Cap - Value34fund risk1.22%
Global & Intl. Equity     
American Funds 2010 Target Date Retirement Fund Class R-4RDATXA--Europe10fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-4RDBTXA--Europe12fund risk0%
Oppenheimer Dev Markets AA--Emerging Markets25fund risk1.35%
Oppenheimer Intl. Growth YC-International Large Cap - Growth26fund risk0.9%
Bonds     
Alternate Fixed AccountC+U.S. Cash / Money Market0fund risk0%
Templeton Global Bond Fund Class ATPINXD++U.S. Treasury - Short4fund risk0.86%
PIMCO Total Return Fund Administrative ClassPTRAXD++Bond - Multi Sector6fund risk0.71%
Pioneer Strategic Income Fund Class YSTRYXF+Bond - U.S. Corporate7fund risk0.74%
PIMCO High Yield Fund Administrative ClassPHYAXD--Bond - U.S. High Yield10fund risk0.8%
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