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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     
Akre Focus Fund Retail ClassAKREXFU.S. Large Cap21fund risk1.36%
U.S. Equities - Growth     
Neuberger Berman Focus Fund Trust ClassNBFCXB--U.S. All Cap - Growth21fund risk1.14%
U.S. Equities - Value     
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value21fund risk0.79%
Fidelity Value Discovery FundFVDFXC++U.S. All Cap - Value24fund risk0.73%
American Beacon Large Cap Value Fund Investor ClassAAGPXB++U.S. All Cap - Value26fund risk0.93%
Fidelity Value FundFDVLXA++U.S. Mid Cap - Value31fund risk0.65%
Kinetics Small Capital Opportunities Fund No Load ClassKSCOXA++U.S. All Cap - Value34fund risk1.64%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth17fund risk1.2%
Pear Tree Polaris Foreign Value Fund Class OrdinaryQFVOXA++International Large Cap - Value23fund risk1.54%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Baird Intermediate Bond Fund Class InvestorBIMSXB-U.S. Treasury - Short / Intermediate2fund risk0.55%
AMG Managers Loomis Sayles Bond Fund Class SMGFIXF-Bond - U.S. Corporate8fund risk1.01%
Dreyfus Growth and Income FundDGRIX Other0fund risk0.97%
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