Prudential-BTMU

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	12	0.69%
T. Rowe Price Retirement 2030 Fund	TRRCX	B	U.S. All Cap	15	0.74%
T. Rowe Price Retirement 2040 Fund	TRRDX	B	U.S. All Cap	18	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	B	U.S. All Cap	19	0.76%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Mid Cap	24	1.09%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	9	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	9	0.61%
U.S. Equities - Growth
MFS Growth Fund Class R6	MFEKX	F--	U.S. Large Cap - Growth	24	0.71%
Franklin Small-Mid Cap Growth Fund Advisor Class	FSGAX	A--	U.S. Mid Cap - Growth	25	0.71%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C+	U.S. Small Cap - Growth	26	0.08%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
Specialty
T. Rowe Price Real Estate Fund	TRREX	C--	U.S. Real Estate	31	0.79%
Global & Intl. Equity
Templeton Foreign Fund Class Advisor	TFFAX	A+	International Large Cap - Value	18	0.94%
Harbor International Fund Institutional Class	HAINX	A	International Large Cap	19	0.74%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information