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Pearson Corp
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
T. Rowe Price Mid-Cap Growth Fund
RPMGX
D++
U.S. Mid Cap
22
0.78%
BlackRock Small Cap Index Fund Investor A Shares
MDSKX
C++
U.S. Small Cap
31
0.55%
U.S. Equities - Growth
BlackRock Mid-Cap Growth Equity Portfolio Class R
BMRRX
C--
U.S. Mid Cap - Growth
25
1.65%
JPMorgan Large Cap Growth Fund Class R5
JLGRX
C--
U.S. All Cap - Growth
27
0.71%
AMG TimesSquare Small Cap Growth Fund Class I
TSCIX
D+
U.S. Small Cap - Growth
27
1.06%
Activision Blizzard, Inc.
ATVI
A--
U.S. Mega Cap - Growth
32
0%
U.S. Equities - Value
Third Avenue Real Estate Value Fund Institutional Class
TAREX
F++
U.S. Mid Cap - Value
24
1.08%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
28
0.74%
Global & Intl. Equity
MFS International Growth Fund Class A
MGRAX
B-
International Large Cap - Growth
17
1.22%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
A
International Large Cap
18
0.14%
Oppenheimer Developing Markets Fund Class Y
ODVYX
D++
Emerging Markets
20
1.01%
JPMorgan International Value Fund Class A
JFEAX
A+
International Large Cap - Value
23
1.33%
Oakmark International Fund Class I
OAKIX
A+
International Large Cap - Value
29
0.98%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
BlackRock U.S. Total Bond Index Fund Class K Shares
WFBIX
C-
Bond - Multi Sector
3
0.2%
Templeton Global Bond Fund Class A
TPINX
C--
U.S. Treasury - Intermediate
4
0.86%
PIMCO Real Return Fund Administrative Class
PARRX
C+
U.S. Treasury - TIPS
4
0.7%
Aberdeen Global High Income Fund Class A
BJBHX
A++
Bond - U.S. High Yield
6
0.99%
Other
Artisan Small Cap Value Investor
ARTVX
Other
0
1.24%
BlackRock Index Equity Portfolio Institutional Shares
PNIEX
Other
0
0.18%
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