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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 Century Investments One Choice 2035 Portfolio A ClassARYAXCU.S. All Cap12fund risk0.45%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXBU.S. All Cap13fund risk1.05%
American Century Investments One Choice 2045 Portfolio A ClassAROAXCU.S. All Cap14fund risk0.45%
American Funds Capital World Growth and Income Fund Class R-3RWICXBU.S. Large Cap17fund risk1.09%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXDU.S. Large Cap21fund risk0.23%
Victory Special Value Fund Class ASSVSXCU.S. Large Cap22fund risk1.27%
Thornburg Value Fund Class R4TVIRXD++U.S. Mid Cap24fund risk1.25%
American Century Investments One Choice In Retirement Portfolio A ClassARTAXCU.S. All Cap9fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXCU.S. All Cap10fund risk0.45%
U.S. Equities - Growth     
American Funds The New Economy Fund Class R-3RNGCXA--U.S. All Cap - Growth20fund risk1.15%
Janus Forty Fund Class AJDCAXB--U.S. Large Cap - Growth24fund risk0.84%
Goldman Sachs Growth Opportunities Fund Class AGGOAXB--U.S. Mid Cap - Growth24fund risk1.35%
Ivy Science And Technology Fund Class YWSTYXA--U.S. All Cap - Growth25fund risk1.24%
U.S. Equities - Value     
Franklin Income Fund Class AFKINXA+U.S. Mega Cap - Value12fund risk0.62%
Invesco Equity and Income Fund Class AACEIXB++U.S. All Cap - Value18fund risk0.78%
Franklin Mutual Shares Fund Class ATESIXC++U.S. All Cap - Value21fund risk1.09%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Small Cap - Value30fund risk1.17%
Franklin Small Cap Value Fund Class AFRVLXC++U.S. Small Cap - Value33fund risk1.19%
Global & Intl. Equity     
Thornburg International Value Fund Class R4THVRXAEurope17fund risk1.25%
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth19fund risk1.14%
American Funds New World Fund Class R-3RNWCXC++Emerging Markets19fund risk1.34%
Janus Overseas Fund Class AJDIAXAInternational Large Cap20fund risk0.87%
Oppenheimer International Bond Fund Class AOIBAXF++International Small Cap9fund risk1.01%
Bonds     
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Eaton Vance Income Fund of Boston Class AEVIBXB++Bond - U.S. High Yield6fund risk1%
Other     
Oppenheimer Mid Cap Value Fund Class AQVSCX Other0fund risk1.27%
BlackRock Ready Assets Prime Money FundMRAXX Other0fund risk0%
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