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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     
The Merger Fund Investor ClassMERFXC--U.S. Mid Cap7fund risk1.26%
Litman Gregory Masters Alternative Strategies Fund Investor ClassMASNXC--U.S. Mid Cap8fund risk1.91%
AQR Diversified Arbitrage Fund Class NADANXA--U.S. Micro Cap10fund risk1.44%
U.S. Equities - Growth     
Eagle Mid Cap Growth Fund Class AHAGAXA++U.S. Mid Cap - Growth35fund risk1.2%
Edgewood Growth Fund Retail ClassEGFFXC++U.S. All Cap - Growth35fund risk1.41%
U.S. Equities - Value     
Federated Strategic Value Dividend Fund Class A SharesSVAAXF--U.S. Mega Cap - Value32fund risk1.05%
Artisan Value Fund Investor ClassARTLXA--U.S. All Cap - Value35fund risk1.04%
Schwab Fundamental US Large Company Index FundSFLNXA--U.S. Large Cap - Value35fund risk0.35%
Perkins Mid Cap Value Fund Class TJMCVXF--U.S. Mid Cap - Value35fund risk0.73%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD--U.S. Mid Cap - Value39fund risk0.09%
Oakmark Fund Class IOAKMXA--U.S. Mid Cap - Value39fund risk0.95%
AMG SouthernSun Small Cap Fund Class NSSSFXA--U.S. Small Cap - Value40fund risk1.22%
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXA--Commodities20fund risk0.99%
Global & Intl. Equity     
BlackRock Commodity Strategies Portfolio Investor A SharesBCSAXC-International Small Cap21fund risk1.5%
Harding Loevner Frontier Emerging Markets Fund Investor ClassHLMOXC--Europe23fund risk2.25%
Matthews Asia Dividend Fund Investor ClassMAPIXA-Emerging Markets25fund risk1.06%
Harbor International Fund Investor ClassHIINXA--Europe28fund risk1.11%
Thornburg International Value Fund Class ATGVAXA--Europe28fund risk1.25%
Oppenheimer Developing Markets Fund Class AODMAXC-Emerging Markets28fund risk1.35%
Schwab Fundamental International Large Company Index FundSFNNXA--International Large Cap - Value32fund risk0.34%
Oakmark International Fund Class IOAKIXF--Europe40fund risk0.98%
Oppenheimer Emerging Markets Local Debt Fund Class AOEMAXD+Bond - Emerging Market12fund risk1.25%
JPMorgan Mortgage-Backed Securities Fund Class AOMBAXB++Bond - Multi Sector2fund risk0.65%
JPMorgan Strategic Income Opportunities Fund Class A SharesJSOAXBBond - U.S. High Yield2fund risk0.9%
DoubleLine Low Duration Bond Fund Class NDLSNXBBond - U.S. High Yield3fund risk0.72%
DoubleLine Total Return Bond Fund Class NDLTNXC++Bond - Multi Sector4fund risk0.73%
AQR Managed Futures Strategy Fund Class NAQMNXF++U.S. Treasury - Long9fund risk1.5%
Federated US Government Bond SvcFEDBX Other0fund risk1.29%
PIMCO High Yield Fund Class DPHYDX Other0fund risk0.9%
PIMCO Total Return Fund Class DPTTDX Other0fund risk0.75%
PIMCO Investment Grade Corporate Bond Fund Class DPBDDX Other0fund risk0.9%
Acadian Emerging Markets Debt Fund Institutional Class SharesAEMDX Other0fund risk0.95%
Princeton Futures Strategy Fund Class APFFAX Other0fund risk3.49%
PIMCO Global Bond (Unhedged) Fund Class DPGBDX Other0fund risk0.95%
RiverNorth Doubleline Strategic Income Fund Class RRNDLX Other0fund risk1.14%
Schwab Investor Money FundSWRXX Other0fund risk0%
Turner Titan Long/Short Fund Investor ClassTSPCX Other0fund risk1.73%
Lazard Emerging Markets Multi Asset Portfolio Open SharesEMMOX Other0fund risk1.6%
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