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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 Century Investments One Choice 2050 Portfolio A ClassARFMXCU.S. All Cap16fund risk0.45%
Dreyfus S&P 500 Index FundPEOPXDU.S. Large Cap21fund risk0.5%
Sentinel Common Stock Fund Class ASENCXA-U.S. Mega Cap21fund risk1.03%
T. Rowe Price Small-Cap Stock Fund Advisor ClassPASSXB++U.S. Small Cap24fund risk1.19%
U.S. Equities - Growth     
Oppenheimer Global Opportunities Fund Class AOPGIXA--U.S. Mid Cap - Growth24fund risk1.21%
American Century Disciplined Growth Fund Class AADCVXF--U.S. Large Cap - Growth25fund risk1.27%
Wells Fargo Premier Large Company Growth Fund - Class AEKJAXC--U.S. All Cap - Growth26fund risk1.12%
Prudential Jennison Mid Cap Growth Fund Class APEEAXA--U.S. Mid Cap - Growth26fund risk1.07%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class R-3RWMCXC+U.S. Mega Cap - Value19fund risk0.95%
AMG Managers Fairpointe Mid Cap Fund Class NCHTTXC++U.S. Mid Cap - Value26fund risk1.11%
Dreyfus Mid Cap Index Fund Investor SharesPESPXB++U.S. Mid Cap - Value27fund risk0.5%
JPMorgan Mid Cap Value Fund Class AJAMCXC++U.S. Mid Cap - Value28fund risk1.23%
Dreyfus Small Cap Stock Index Fund Investor SharesDISSXC++U.S. Small Cap - Value33fund risk0.5%
American Beacon Small Cap Value Fund Investor ClassAVPAXC++U.S. Small Cap - Value36fund risk1.18%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth19fund risk1.14%
Dreyfus International Stock Index Fund Investor SharesDIISXCInternational Large Cap19fund risk0.6%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
Bonds     
Dreyfus Bond Market Index Fund Investor SharesDBMIXC-Bond - Multi Sector3fund risk0.4%
American Century Inflation Adjusted Bond Fund Class AAIAVXC+U.S. Treasury - TIPS4fund risk0.72%
Other     
PIMCO Total Return Fund Class DPTTDX Other0fund risk0.75%
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