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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class R2
MLRTX
D--
U.S. Large Cap - Growth
25
1.12%
Nuveen Mid Cap Growth Opportunities Fund Class A
FRSLX
B--
U.S. Mid Cap - Growth
26
1.29%
Alger Small Cap Growth Institutional Fund Class I
ALSRX
A--
U.S. Mid Cap - Growth
28
1.25%
U.S. Equities - Value
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
F++
U.S. Small Cap - Value
30
1.17%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
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