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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 Global Allocation Fund, Inc. Investor A SharesMDLOXBU.S. All Cap17fund risk1.05%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXDU.S. Large Cap33fund risk0.23%
U.S. Equities - Growth     
Ivy Mid Cap Growth Fund Class YWMGYXA++U.S. Mid Cap - Growth34fund risk1.23%
Wells Fargo Growth Fund - Class ASGRAXB++U.S. All Cap - Growth35fund risk1.19%
Lord Abbett Developing Growth Fund Class ALAGWXA++U.S. Mid Cap - Growth37fund risk1.11%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXC--U.S. Large Cap - Value32fund risk0.99%
MFS Utilities Fund Class AMMUFXB--U.S. Large Cap - Value32fund risk1.01%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXC--U.S. Mid Cap - Value39fund risk1.17%
Goldman Sachs Small Cap Value Fund Class AGSSMXF--U.S. Small Cap - Value42fund risk1.38%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Class APCRAXC--Commodities20fund risk1.19%
Templeton Global Bond Fund Class ATPINXD++Gold5fund risk0.86%
Deutsche Real Estate Securities Fund Class ARRRAXD--U.S. Real Estate40fund risk0.96%
Global & Intl. Equity     
Ivy Asset Strategy Fund Class YWASYXA--Europe22fund risk0.96%
Templeton Foreign Fund Class ATEMFXF--Europe25fund risk1.19%
Oppenheimer International Growth Fund Class AOIGAXB-International Large Cap - Growth29fund risk1.2%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Janus High-Yield Fund Class AJHYAXC-Bond - U.S. High Yield12fund risk1.01%
TCW Core Fixed Income Fund Class NTGFNXB++Bond - Multi Sector5fund risk0.77%
Other     
Delaware Inflation Protected Bond Fund Class ADIPAX Other0fund risk0.82%
Sentinel Government Securities Fund Class ASEGSX Other0fund risk0.83%
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