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401k, 403b plan

State of Iowa

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PLAN FUNDS investment options ratings help
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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     
BlackRock LifePath 2030 Fund Institutional SharesSTLDXBU.S. All Cap13fund risk1%
BlackRock LifePath 2040 Fund Institutional SharesSTLEXBU.S. All Cap17fund risk1.04%
American Funds Capital World Growth and Income Fund Class R-4RWIEXBU.S. Large Cap17fund risk0.8%
BlackRock LifePath 2050 Fund Institutional SharesSTLFXBU.S. All Cap19fund risk1.06%
Hartford Capital Appreciation HLS Fund Class IAHIACXCU.S. All Cap20fund risk0.67%
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXAU.S. All Cap20fund risk1.04%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Victory Munder Mid-Cap Core Growth Fund Class YMGOYXD++U.S. Mid Cap25fund risk1.07%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
BlackRock LifePath Retirement Portfolio Institutional SharesSTLAXBU.S. All Cap9fund risk0.75%
U.S. Equities - Growth     
American Century Growth Fund Investor ClassTWCGXD--U.S. Large Cap - Growth24fund risk0.97%
Baron Small Cap Fund Institutional ClassBSFIXC+U.S. Small Cap - Growth26fund risk1.05%
Baron Small Cap Fund Retail ClassBSCFXC+U.S. Small Cap - Growth26fund risk1.31%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXA++U.S. All Cap - Value18fund risk0.77%
Hartford Dividend and Growth HLS Fund Class IAHIADXB+U.S. Mega Cap - Value22fund risk0.67%
Eaton Vance Large-Cap Value Fund Class AEHSTXC++U.S. Large Cap - Value23fund risk0.99%
Victory RS Value Fund Class ARSVAXC++U.S. Mid Cap - Value25fund risk1.28%
Artisan Mid Cap Value Fund Investor ClassARTQXB++U.S. Mid Cap - Value29fund risk1.2%
American Century Small Cap Value Fund Investor ClassASVIXA++U.S. Small Cap - Value34fund risk1.22%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXF--U.S. Real Estate27fund risk0.88%
Global & Intl. Equity     
MFS International Value Fund Class R3MINGXC-International Large Cap - Growth15fund risk1.08%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer International Growth Fund Class AOIGAXA-International Large Cap - Growth19fund risk1.2%
Dreyfus International Stock Index Fund Investor SharesDIISXCInternational Large Cap19fund risk0.6%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Goldman Sachs Government Income Fund Class A SharesGSGOXC--U.S. Treasury - Intermediate / Long3fund risk0.92%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
PIMCO Real Return Fund Administrative ClassPARRXC+U.S. Treasury - TIPS4fund risk0.7%
Hartford Total Return Bond HLS Fund Class IAHIABXD-Bond - U.S. Corporate5fund risk0.5%
Goldman Sachs High Yield Fund Class AGSHAXC++Bond - U.S. High Yield7fund risk1.05%
Other     
BlackRock LifePath 2020 Fund Institutional SharesSTLCX Other0fund risk1.05%
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