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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 - Growth     
MainStay Large Cap Growth Fund Class R2MLRTXD--U.S. Large Cap - Growth25fund risk1.12%
Nuveen Mid Cap Growth Opportunities Fund Class AFRSLXB--U.S. Mid Cap - Growth26fund risk1.29%
Alger Small Cap Growth Institutional Fund Class IALSRXA--U.S. Mid Cap - Growth28fund risk1.25%
U.S. Equities - Value     
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Small Cap - Value30fund risk1.17%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
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