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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 S&P 500 Index Fund Institutional SharesBSPIXCU.S. Large Cap12fund risk0.23%
Ivy Asset Strategy Fund Class YWASYXC+U.S. Mega Cap8fund risk0.96%
U.S. Equities - Growth     
Ivy Mid Cap Growth Fund Class YWMGYXC-U.S. Mid Cap - Growth16fund risk1.23%
Wells Fargo Growth Fund - Class ASGRAXFU.S. All Cap - Growth16fund risk1.19%
Lord Abbett Developing Growth Fund Class ALAGWXF-U.S. Mid Cap - Growth21fund risk1.11%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXCU.S. Large Cap - Value11fund risk0.99%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXB-U.S. Mid Cap - Value13fund risk1.17%
Goldman Sachs Small Cap Value Fund Class AGSSMXC--U.S. Small Cap - Value15fund risk1.38%
Templeton Global Bond Fund Class ATPINXFU.S. All Cap - Value5fund risk0.86%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Class APCRAXBCommodities12fund risk1.19%
Deutsche Real Estate Securities Fund Class ARRRAXB+U.S. Real Estate13fund risk0.96%
MFS Utilities Fund Class AMMUFXA+U.S. Real Estate8fund risk1.01%
Global & Intl. Equity     
Templeton Foreign Fund Class ATEMFXC+International Large Cap - Value10fund risk1.19%
Oppenheimer International Growth Fund Class AOIGAXBInternational Large Cap - Growth13fund risk1.2%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXAInternational Large Cap - Growth6fund risk1.05%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Janus High-Yield Fund Class AJHYAXC++Bond - U.S. High Yield3fund risk1.01%
TCW Core Fixed Income Fund Class NTGFNXB++U.S. Treasury - Intermediate3fund 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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