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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     
American Funds American Balanced Fund Class R-3RLBCXCU.S. Large Cap12fund risk0.94%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
Columbia Large Cap Index Fund Class ZNINDXCU.S. Large Cap21fund risk0.2%
Oppenheimer Global Fund Class AOPPAXC-U.S. Mega Cap22fund risk1.19%
U.S. Equities - Growth     
Harbor Capital Appreciation Fund Administrative ClassHRCAXF--U.S. Large Cap - Growth28fund risk0.9%
U.S. Equities - Value     
T. Rowe Price Mid-Cap Value FundTRMCXA++U.S. Mid Cap - Value26fund risk0.8%
Invesco Growth and Income Fund Class AACGIXB++U.S. All Cap - Value26fund risk0.81%
T. Rowe Price Real Estate FundTRREXC--U.S. Real Estate31fund risk0.79%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
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